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
2026
Q2 		$478K Buy
+16,969
New +$476K ﹤0.01% 6255
2025
Q1 		– Sell
-1
Closed -$24 – 10923
2024
Q4 		$24 Buy
+1
New +$24 ﹤0.01% 9767

Other funds holding OAKM

CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AF
Abound Financial Granite Bay, California $251M AUM 20.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group's OAKM Position: Q2 2026 in Review

UBS Group opened a new position in Oakmark U.S. Large Cap ETF (OAKM) in Q2 2026: 16,969 shares worth $478K. The stake represents ﹤0.01% of the portfolio and ranks #6255 among its holdings. This is a return to the name: UBS Group previously reported a position in OAKM as recently as Q4 2024.

UBS Group first reported a position in OAKM in Q4 2024 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

  • UBS Group held 16,969 shares of Oakmark U.S. Large Cap ETF worth $478K as of Q2 2026.
  • Oakmark U.S. Large Cap ETF was a new UBS Group position in Q2 2026.
  • Oakmark U.S. Large Cap ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6255 holding.
  • UBS Group first reported a position in Oakmark U.S. Large Cap ETF in Q4 2024 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

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