UBS Group
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UBS Group’s Blue Owl Capital OBDC Stock Holding History

UBS Group’s Portfolio OBDC Stock Details OBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$79.9M Sell
7,353,055
-2,293,650
-24% -$25.7M 0.01% 1296
2026
Q1 		$107M Buy
9,646,705
+1,118,033
+13% +$13.1M 0.02% 1005
2025
Q4 		$106M Buy
8,528,672
+2,463,080
+41% +$31.3M 0.02% 980
2025
Q3 		$77.5M Buy
6,065,592
+681,444
+13% +$9.7M 0.01% 1242
2025
Q2 		$77.2M Buy
5,384,148
+2,419,492
+82% +$34.4M 0.01% 1150
2025
Q1 		$43.5M Buy
2,964,656
+1,929,062
+186% +$29M 0.01% 1612
2024
Q4 		$15.7M Buy
1,035,594
+310,146
+43% +$4.67M ﹤0.01% 2598
2024
Q3 		$10.6M Buy
725,448
+48,460
+7% +$728K ﹤0.01% 2308
2024
Q2 		$10.4M Buy
676,988
+75,991
+13% +$1.22M ﹤0.01% 2185
2024
Q1 		$9.24M Sell
600,997
-7,237
-1% -$109K ﹤0.01% 2344
2023
Q4 		$8.98M Sell
608,234
-50,733
-8% -$721K ﹤0.01% 2192
2023
Q3 		$9.13M Buy
658,967
+60,832
+10% +$840K ﹤0.01% 2045
2023
Q2 		$8.03M Sell
598,135
-267,337
-31% -$3.5M ﹤0.01% 2145
2023
Q1 		$10.9M Buy
865,472
+56,496
+7% +$727K ﹤0.01% 1829
2022
Q4 		$9.34M Buy
808,976
+316,061
+64% +$3.79M ﹤0.01% 1976
2022
Q3 		$5.11M Buy
492,915
+197,978
+67% +$2.52M ﹤0.01% 2330
2022
Q2 		$3.64M Buy
294,937
+113,302
+62% +$1.55M ﹤0.01% 2642
2022
Q1 		$2.68M Sell
181,635
-149,880
-45% -$2.2M ﹤0.01% 3145
2021
Q4 		$4.7M Sell
331,515
-27,197
-8% -$389K ﹤0.01% 2888
2021
Q3 		$5.07M Sell
358,712
-106,267
-23% -$1.54M ﹤0.01% 2661
2021
Q2 		$6.63M Buy
464,979
+24,823
+6% +$357K ﹤0.01% 2405
2021
Q1 		$6.06M Buy
440,156
+66,940
+18% +$911K ﹤0.01% 2408
2020
Q4 		$4.72M Sell
373,216
-135,176
-27% -$1.71M ﹤0.01% 2503
2020
Q3 		$6.13M Buy
508,392
+136,817
+37% +$1.68M ﹤0.01% 2011
2020
Q2 		$4.58M Buy
371,575
+306,206
+468% +$3.78M ﹤0.01% 2112
2020
Q1 		$755K Sell
65,369
-190,046
-74% -$2.78M ﹤0.01% 3595
2019
Q4 		$4.57M Buy
255,415
+52,634
+26% +$920K ﹤0.01% 2682
2019
Q3 		$3.2M Buy
+202,781
New +$3.25M ﹤0.01% 2821

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $9.26B AUM 42.17% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group's OBDC Position: Q2 2026 in Review

UBS Group reduced its Blue Owl Capital (OBDC) stake by 24% in Q2 2026, selling an estimated $25.7M and leaving 7,353,055 shares worth $79.9M. The position accounts for 0.01% of the portfolio, ranked #1296.

UBS Group first reported a position in OBDC in Q3 2019 and has held it in 28 quarters since. The position peaked at $107M in Q1 2026. 427 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • UBS Group held 7,353,055 shares of Blue Owl Capital worth $79.9M as of Q2 2026.
  • UBS Group sold 2,293,650 Blue Owl Capital shares in Q2 2026, an estimated $25.7M.
  • Blue Owl Capital made up 0.01% of UBS Group's portfolio in Q2 2026, its #1296 holding.
  • UBS Group first reported a position in Blue Owl Capital in Q3 2019 and has held it in 28 quarters since.
  • UBS Group's Blue Owl Capital position peaked at $107M in Q1 2026.
  • 427 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

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