UBS Group
HYI

UBS Group’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

UBS Group’s Portfolio HYI Stock Details HYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$73.2K Sell
6,884
-4,839
-41% -$51.8K ﹤0.01% 7362
2026
Q1 		$125K Sell
11,723
-16,004
-58% -$177K ﹤0.01% 6892
2025
Q4 		$309K Sell
27,727
-16,460
-37% -$185K ﹤0.01% 6346
2025
Q3 		$517K Sell
44,187
-1,443
-3% -$17.2K ﹤0.01% 6066
2025
Q2 		$547K Buy
45,630
+7,443
+19% +$87.2K ﹤0.01% 5933
2025
Q1 		$452K Buy
38,187
+10,066
+36% +$121K ﹤0.01% 5931
2024
Q4 		$332K Sell
28,121
-2,615
-9% -$31.7K ﹤0.01% 6128
2024
Q3 		$381K Buy
30,736
+157
+0.5% +$1.88K ﹤0.01% 5423
2024
Q2 		$355K Sell
30,579
-5,656
-16% -$65.7K ﹤0.01% 5259
2024
Q1 		$433K Sell
36,235
-3,159
-8% -$38.1K ﹤0.01% 5316
2023
Q4 		$476K Buy
39,394
+1,995
+5% +$22.9K ﹤0.01% 5146
2023
Q3 		$430K Buy
37,399
+2,858
+8% +$33.4K ﹤0.01% 4772
2023
Q2 		$406K Sell
34,541
-30,759
-47% -$357K ﹤0.01% 4999
2023
Q1 		$782K Sell
65,300
-12,650
-16% -$155K ﹤0.01% 4321
2022
Q4 		$973K Sell
77,950
-41,555
-35% -$498K ﹤0.01% 4097
2022
Q3 		$1.34M Sell
119,505
-21,573
-15% -$267K ﹤0.01% 3493
2022
Q2 		$1.72M Buy
141,078
+4,816
+4% +$62.1K ﹤0.01% 3279
2022
Q1 		$1.89M Sell
136,262
-31,926
-19% -$457K ﹤0.01% 3480
2021
Q4 		$2.65M Sell
168,188
-1,736
-1% -$27K ﹤0.01% 3480
2021
Q3 		$2.71M Buy
169,924
+34,399
+25% +$541K ﹤0.01% 3310
2021
Q2 		$2.13M Buy
135,525
+4,197
+3% +$64.8K ﹤0.01% 3525
2021
Q1 		$2.03M Buy
131,328
+12,965
+11% +$198K ﹤0.01% 3557
2020
Q4 		$1.82M Buy
118,363
+773
+0.7% +$11.4K ﹤0.01% 3481
2020
Q3 		$1.65M Sell
117,590
-5,773
-5% -$82.8K ﹤0.01% 3233
2020
Q2 		$1.72M Sell
123,363
-8,971
-7% -$121K ﹤0.01% 3011
2020
Q1 		$1.63M Sell
132,334
-11,105
-8% -$163K ﹤0.01% 2933
2019
Q4 		$2.24M Buy
143,439
+2,128
+2% +$32.5K ﹤0.01% 3437
2019
Q3 		$2.14M Sell
141,311
-19,450
-12% -$296K ﹤0.01% 3217
2019
Q2 		$2.41M Buy
160,761
+11,991
+8% +$178K ﹤0.01% 2974
2019
Q1 		$2.2M Buy
148,770
+11,234
+8% +$160K ﹤0.01% 2915
2018
Q4 		$1.81M Sell
137,536
-12,236
-8% -$170K ﹤0.01% 3129
2018
Q3 		$2.18M Sell
149,772
-11,977
-7% -$173K ﹤0.01% 3143
2018
Q2 		$2.36M Buy
161,749
+6,601
+4% +$96.6K ﹤0.01% 3020
2018
Q1 		$2.27M Sell
155,148
-1,688
-1% -$25.2K ﹤0.01% 3027
2017
Q4 		$2.37M Sell
156,836
-7,677
-5% -$118K ﹤0.01% 3045
2017
Q3 		$2.56M Sell
164,513
-3,321
-2% -$51.3K ﹤0.01% 2891
2017
Q2 		$2.56M Buy
167,834
+13,419
+9% +$207K ﹤0.01% 2774
2017
Q1 		$2.37M Buy
154,415
+10,135
+7% +$155K ﹤0.01% 2786
2016
Q4 		$2.17M Sell
144,280
-40,570
-22% -$606K ﹤0.01% 2853
2016
Q3 		$2.85M Buy
184,850
+31,370
+20% +$474K ﹤0.01% 2528
2016
Q2 		$2.31M Buy
153,480
+3,513
+2% +$50.7K ﹤0.01% 2655
2016
Q1 		$2.09M Buy
149,967
+16,406
+12% +$222K ﹤0.01% 2632
2015
Q4 		$1.88M Buy
133,561
+7,218
+6% +$103K ﹤0.01% 2851
2015
Q3 		$1.77M Sell
126,343
-2,224
-2% -$32.6K ﹤0.01% 2852
2015
Q2 		$1.98M Sell
128,567
-866
-0.7% -$14K ﹤0.01% 2990
2015
Q1 		$2.12M Buy
129,433
+35,270
+37% +$562K ﹤0.01% 2874
2014
Q4 		$1.49M Buy
+94,163
New +$1.53M ﹤0.01% 3199

Other funds holding HYI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

UBS Group's HYI Position: Q2 2026 in Review

UBS Group reduced its Western Asset High Yield Opportunity Fund Inc (HYI) stake by 41% in Q2 2026, selling an estimated $51.8K and leaving 6,884 shares worth $73.2K. The position accounts for ﹤0.01% of the portfolio, ranked #7362.

UBS Group first reported a position in HYI in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.85M in Q3 2016. 47 funds tracked by Wall St. Rank hold HYI as of Q2 2026.

  • UBS Group held 6,884 shares of Western Asset High Yield Opportunity Fund Inc worth $73.2K as of Q2 2026.
  • UBS Group sold 4,839 Western Asset High Yield Opportunity Fund Inc shares in Q2 2026, an estimated $51.8K.
  • Western Asset High Yield Opportunity Fund Inc made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7362 holding.
  • UBS Group first reported a position in Western Asset High Yield Opportunity Fund Inc in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Western Asset High Yield Opportunity Fund Inc position peaked at $2.85M in Q3 2016.
  • 47 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.