Ohio Public Employees Retirement System (OPERS)’s UBS Group UBS Stock Holding History

Ohio Public Employees Retirement System (OPERS)’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$92M	Sell	2,392,368 -68,047	-3%	-$2.91M	0.3%	56
2025 Q4	$115M	Sell	2,460,415 -13,813	-0.6%	-$558K	0.36%	39
2025 Q3	$101M	Buy	2,474,228 +181,593	+8%	+$7.05M	0.32%	46
2025 Q2	$77.3M	Sell	2,292,635 -364,273	-14%	-$11.3M	0.26%	64
2025 Q1	$80.8M	Buy	2,656,908 +740,755	+39%	+$24.7M	0.29%	54
2024 Q4	$58.5M	Sell	1,916,153 -331,077	-15%	-$10.5M	0.2%	86
2024 Q3	$69.4M	Buy	+2,247,230	New	+$67.5M	0.3%	65

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Ohio Public Employees Retirement System (OPERS)'s UBS Position: Q1 2026 in Review

Ohio Public Employees Retirement System (OPERS) reduced its UBS Group (UBS) stake by 2.8% in Q1 2026, selling an estimated $2.91M and leaving 2,392,368 shares worth $92M. The position accounts for 0.3% of the portfolio, ranked #56.

Ohio Public Employees Retirement System (OPERS) first reported a position in UBS in Q3 2024 and has held it in 7 quarters since. The position peaked at $115M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Ohio Public Employees Retirement System (OPERS) held 2,392,368 shares of UBS Group worth $92M as of Q1 2026.
Ohio Public Employees Retirement System (OPERS) sold 68,047 UBS Group shares in Q1 2026, an estimated $2.91M.
UBS Group made up 0.3% of Ohio Public Employees Retirement System (OPERS)'s portfolio in Q1 2026, its #56 holding.
Ohio Public Employees Retirement System (OPERS) first reported a position in UBS Group in Q3 2024 and has held it in 7 quarters since.
Ohio Public Employees Retirement System (OPERS)'s UBS Group position peaked at $115M in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q1 2026, filed 14 May 2026.