UBS Group
OAKM

UBS Group’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

UBS Group’s Portfolio OAKM Stock Details OAKM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1
Closed -$24 – 10923
2024
Q4 		$24 Buy
+1
New +$24 ﹤0.01% 9767

Other funds holding OAKM

NIM
Natixis Investment Managers Boston, Massachusetts $76.9M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BRWM
Blue Rock Wealth Management Winston-Salem, North Carolina $157M AUM 18.03% 1-Year Est. Return
WPWM
Western Pacific Wealth Management Lake Forest, Illinois $98.4M AUM 25.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
NF
NavPoint Financial Prior Lake, Minnesota $270M AUM 14.97% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return

UBS Group's OAKM Position: Q1 2025 in Review

UBS Group sold out of Oakmark U.S. Large Cap ETF (OAKM) in Q1 2025, closing a stake of 1 share — an estimated $24 sold.

UBS Group first reported a position in OAKM in Q4 2024 and held it in 1 quarter. The position peaked at $24 in Q4 2024. 33 funds tracked by Wall St. Rank hold OAKM as of Q1 2025.

  • UBS Group reported no remaining Oakmark U.S. Large Cap ETF position as of Q1 2025 after selling out during the quarter.
  • UBS Group sold 1 Oakmark U.S. Large Cap ETF share in Q1 2025, an estimated $24.
  • UBS Group first reported a position in Oakmark U.S. Large Cap ETF in Q4 2024 and held it in 1 quarter.
  • UBS Group's Oakmark U.S. Large Cap ETF position peaked at $24 in Q4 2024.
  • 33 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q1 2025.

Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.