UBS Group
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UBS Group’s OneAscent International Equity ETF OAIM Stock Holding History

UBS Group’s Portfolio OAIM Stock Details OAIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.28K Buy
+173
New +$8.04K ﹤0.01% 8694
2024
Q3 		– Sell
-90
Closed -$2.9K – 9906
2024
Q2 		$2.9K Buy
+90
New +$2.89K ﹤0.01% 8287
2023
Q2 		– Sell
-1,636
Closed -$48.3K – 9424
2023
Q1 		$48.3K Buy
1,636
+670
+69% +$19.3K ﹤0.01% 6485
2022
Q4 		$25.6K Buy
+966
New +$24.6K ﹤0.01% 7400

Other funds holding OAIM

OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OFO
OneAscent Family Office Birmingham, Alabama $198M AUM 34.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

UBS Group's OAIM Position: Q2 2026 in Review

UBS Group opened a new position in OneAscent International Equity ETF (OAIM) in Q2 2026: 173 shares worth $8.28K. The stake represents ﹤0.01% of the portfolio and ranks #8694 among its holdings. This is a return to the name: UBS Group previously reported a position in OAIM as recently as Q2 2024.

UBS Group first reported a position in OAIM in Q4 2022 and has held it in 4 quarters since. The position peaked at $48.3K in Q1 2023. 52 funds tracked by Wall St. Rank hold OAIM as of Q2 2026.

  • UBS Group held 173 shares of OneAscent International Equity ETF worth $8.28K as of Q2 2026.
  • OneAscent International Equity ETF was a new UBS Group position in Q2 2026.
  • OneAscent International Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8694 holding.
  • UBS Group first reported a position in OneAscent International Equity ETF in Q4 2022 and has held it in 4 quarters since.
  • UBS Group's OneAscent International Equity ETF position peaked at $48.3K in Q1 2023.
  • 52 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q2 2026.

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