UBS Group
DBL

UBS Group’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

UBS Group’s Portfolio DBL Stock Details DBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.31M Buy
569,216
+863
+0.2% +$12.9K ﹤0.01% 3548
2025
Q4 		$8.67M Sell
568,353
-6,194
-1% -$95.4K ﹤0.01% 3438
2025
Q3 		$8.95M Buy
574,547
+519
+0.1% +$7.99K ﹤0.01% 3421
2025
Q2 		$8.83M Sell
574,028
-349
-0.1% -$5.4K ﹤0.01% 3208
2025
Q1 		$8.98M Sell
574,377
-2,004
-0.3% -$31.4K ﹤0.01% 3147
2024
Q4 		$8.93M Sell
576,381
-5,746
-1% -$89K ﹤0.01% 3187
2024
Q3 		$9.21M Buy
582,127
+44,591
+8% +$702K ﹤0.01% 2449
2024
Q2 		$8.26M Sell
537,536
-4,690
-0.9% -$70.6K ﹤0.01% 2390
2024
Q1 		$8.36M Buy
542,226
+602
+0.1% +$9.19K ﹤0.01% 2436
2023
Q4 		$8.31M Buy
541,624
+420,277
+346% +$6.14M ﹤0.01% 2265
2023
Q3 		$1.77M Sell
121,347
-4,399
-3% -$63.4K ﹤0.01% 3558
2023
Q2 		$1.82M Buy
125,746
+3,443
+3% +$50K ﹤0.01% 3618
2023
Q1 		$1.73M Sell
122,303
-7,026
-5% -$105K ﹤0.01% 3577
2022
Q4 		$1.92M Buy
129,329
+9,702
+8% +$141K ﹤0.01% 3425
2022
Q3 		$1.73M Sell
119,627
-11,962
-9% -$186K ﹤0.01% 3286
2022
Q2 		$2.05M Sell
131,589
-17,253
-12% -$277K ﹤0.01% 3127
2022
Q1 		$2.49M Sell
148,842
-10,415
-7% -$185K ﹤0.01% 3221
2021
Q4 		$3.05M Sell
159,257
-8,672
-5% -$167K ﹤0.01% 3342
2021
Q3 		$3.31M Sell
167,929
-2,494
-1% -$49.4K ﹤0.01% 3121
2021
Q2 		$3.42M Sell
170,423
-9,022
-5% -$178K ﹤0.01% 3061
2021
Q1 		$3.54M Buy
179,445
+7,622
+4% +$151K ﹤0.01% 2966
2020
Q4 		$3.38M Sell
171,823
-12,503
-7% -$241K ﹤0.01% 2874
2020
Q3 		$3.51M Sell
184,326
-90,211
-33% -$1.73M ﹤0.01% 2525
2020
Q2 		$5.2M Sell
274,537
-25,604
-9% -$469K ﹤0.01% 2020
2020
Q1 		$5.13M Sell
300,141
-25,139
-8% -$504K ﹤0.01% 1895
2019
Q4 		$6.71M Sell
325,280
-2,197
-0.7% -$45.4K ﹤0.01% 2314
2019
Q3 		$6.78M Sell
327,477
-19,369
-6% -$401K ﹤0.01% 2099
2019
Q2 		$7.26M Buy
346,846
+31,112
+10% +$634K ﹤0.01% 2011
2019
Q1 		$6.38M Buy
315,734
+34,427
+12% +$676K ﹤0.01% 2020
2018
Q4 		$5.33M Sell
281,307
-13,518
-5% -$262K ﹤0.01% 2091
2018
Q3 		$6.07M Sell
294,825
-16,592
-5% -$347K ﹤0.01% 2187
2018
Q2 		$6.5M Buy
311,417
+8,263
+3% +$174K ﹤0.01% 2114
2018
Q1 		$6.54M Sell
303,154
-32,136
-10% -$697K ﹤0.01% 2069
2017
Q4 		$7.44M Sell
335,290
-73,098
-18% -$1.67M ﹤0.01% 1979
2017
Q3 		$9.82M Buy
408,388
+5,801
+1% +$143K ﹤0.01% 1634
2017
Q2 		$10.2M Buy
402,587
+7,723
+2% +$191K 0.01% 1529
2017
Q1 		$9.42M Sell
394,864
-17,743
-4% -$416K 0.01% 1558
2016
Q4 		$9.53M Sell
412,607
-49,324
-11% -$1.17M 0.01% 1535
2016
Q3 		$11.9M Buy
461,931
+44,442
+11% +$1.19M 0.01% 1301
2016
Q2 		$11.2M Buy
417,489
+9,978
+2% +$263K 0.01% 1295
2016
Q1 		$10.8M Sell
407,511
-12,092
-3% -$312K 0.01% 1277
2015
Q4 		$10.6M Buy
419,603
+69,615
+20% +$1.74M 0.01% 1366
2015
Q3 		$8.71M Buy
349,988
+20,134
+6% +$479K 0.01% 1491
2015
Q2 		$7.64M Buy
329,854
+13,862
+4% +$338K 0.01% 1687
2015
Q1 		$7.85M Buy
315,992
+1,523
+0.5% +$38.7K 0.01% 1671
2014
Q4 		$7.72M Buy
+314,469
New +$7.64M 0.01% 1710

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group's DBL Position: Q1 2026 in Review

UBS Group increased its DoubleLine Opportunistic Credit Fund (DBL) stake by 0.15% in Q1 2026, buying an estimated $12.9K and bringing the position to 569,216 shares worth $8.31M. The position accounts for ﹤0.01% of the portfolio, ranked #3548.

UBS Group first reported a position in DBL in Q4 2014 and has held it in 46 quarters since. The position peaked at $11.9M in Q3 2016. 73 funds tracked by Wall St. Rank hold DBL as of Q1 2026.

  • UBS Group held 569,216 shares of DoubleLine Opportunistic Credit Fund worth $8.31M as of Q1 2026.
  • UBS Group bought 863 DoubleLine Opportunistic Credit Fund shares in Q1 2026, an estimated $12.9K.
  • DoubleLine Opportunistic Credit Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3548 holding.
  • UBS Group first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's DoubleLine Opportunistic Credit Fund position peaked at $11.9M in Q3 2016.
  • 73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.