UBS Group
OBTC

UBS Group’s Osprey Bitcoin Trust OBTC Stock Holding History

UBS Group’s Portfolio OBTC Stock Details OBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$132K Buy
6,038
+3,706
+159% +$91K ﹤0.01% 6864
2025
Q4 		$65.7K Buy
+2,332
New +$65.7K ﹤0.01% 7093

Other funds holding OBTC

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

UBS Group's OBTC Position: Q1 2026 in Review

UBS Group increased its Osprey Bitcoin Trust (OBTC) stake by 159% in Q1 2026, buying an estimated $91K and bringing the position to 6,038 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #6864.

UBS Group first reported a position in OBTC in Q4 2025 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold OBTC as of Q1 2026.

  • UBS Group held 6,038 shares of Osprey Bitcoin Trust worth $132K as of Q1 2026.
  • UBS Group bought 3,706 Osprey Bitcoin Trust shares in Q1 2026, an estimated $91K.
  • Osprey Bitcoin Trust made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6864 holding.
  • UBS Group first reported a position in Osprey Bitcoin Trust in Q4 2025 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Osprey Bitcoin Trust as of Q1 2026.

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