UBS Group
OBDC icon

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
2023
Q2 		– Sell
-400,000
Closed -$5.04M – 9425
2023
Q1 		$5.04M Buy
400,000
+93,000
+30% +$1.2M ﹤0.01% 2511
2022
Q4 		$3.55M Buy
307,000
+306,700
+102,233% +$3.68M ﹤0.01% 2826
2022
Q3 		$3K Hold
300
– – ﹤0.01% 9564
2022
Q2 		$4K Buy
+300
New +$4.11K ﹤0.01% 9094

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group's OBDC Position: Q1 2026 in Review

UBS Group increased its Blue Owl Capital (OBDC) stake by 13% in Q1 2026, buying an estimated $13.1M and bringing the position to 9,646,705 shares worth $107M. The position accounts for 0.02% of the portfolio, ranked #1005.

UBS Group first reported a position in OBDC in Q3 2019 and has held it in 27 quarters since. 458 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

  • UBS Group held 9,646,705 shares of Blue Owl Capital worth $107M as of Q1 2026.
  • UBS Group bought 1,118,033 Blue Owl Capital shares in Q1 2026, an estimated $13.1M.
  • Blue Owl Capital made up 0.02% of UBS Group's portfolio in Q1 2026, its #1005 holding.
  • UBS Group first reported a position in Blue Owl Capital in Q3 2019 and has held it in 27 quarters since.
  • 458 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.