UBS Group
OCIO icon

UBS Group’s ClearShares OCIO ETF OCIO Stock Holding History

UBS Group’s Portfolio OCIO Stock Details OCIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.97K Buy
105
+96
+1,067% +$3.52K ﹤0.01% 9116
2026
Q1 		$307 Buy
+9
New +$316 ﹤0.01% 9962
2025
Q1 		– Sell
-104
Closed -$3.53K – 10575
2024
Q4 		$3.53K Buy
104
+100
+2,500% +$3.44K ﹤0.01% 8861
2024
Q3 		$137 Sell
4
-15
-79% -$499 ﹤0.01% 9123
2024
Q2 		$625 Sell
19
-14
-42% -$447 ﹤0.01% 8841
2024
Q1 		$1.06K Sell
33
-848
-96% -$26.5K ﹤0.01% 8247
2023
Q4 		$27K Buy
881
+731
+487% +$21.6K ﹤0.01% 6913
2023
Q3 		$4.32K Buy
150
+15
+11% +$446 ﹤0.01% 7449
2023
Q2 		$4.03K Buy
+135
New +$3.93K ﹤0.01% 7578
2023
Q1 		– Sell
-361
Closed -$10.1K – 10142
2022
Q4 		$10.1K Buy
+361
New +$10.3K ﹤0.01% 8567
2022
Q3 		– Sell
-1,714
Closed -$49K – 10744
2022
Q2 		$49K Buy
1,714
+1,300
+314% +$38.5K ﹤0.01% 5931
2022
Q1 		$13K Buy
414
+3
+0.7% +$94 ﹤0.01% 8065
2021
Q4 		$14K Buy
411
+2
+0.5% +$66 ﹤0.01% 8347
2021
Q3 		$13K Sell
409
-115
-22% -$3.75K ﹤0.01% 7676
2021
Q2 		$17K Buy
+524
New +$16.7K ﹤0.01% 7516
2019
Q3 		– Sell
-3,076
Closed -$82K – 8173
2019
Q2 		$82K Sell
3,076
-227
-7% -$5.97K ﹤0.01% 5524
2019
Q1 		$86K Sell
3,303
-1,197
-27% -$30.4K ﹤0.01% 5183
2018
Q4 		$108K Buy
4,500
+400
+10% +$10.1K ﹤0.01% 5468
2018
Q3 		$111K Buy
4,100
+2,300
+128% +$61.7K ﹤0.01% 5510
2018
Q2 		$48K Buy
1,800
+1,422
+376% +$37.9K ﹤0.01% 5990
2018
Q1 		$10K Buy
+378
New +$10.2K ﹤0.01% 6866

Other funds holding OCIO

BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM
CT
Colonial Trust Spartanburg, South Carolina $790M AUM 27.21% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

UBS Group's OCIO Position: Q2 2026 in Review

UBS Group increased its ClearShares OCIO ETF (OCIO) stake by 1,067% in Q2 2026, buying an estimated $3.52K and bringing the position to 105 shares worth $3.97K. The position accounts for ﹤0.01% of the portfolio, ranked #9116.

UBS Group first reported a position in OCIO in Q1 2018 and has held it in 21 quarters since. The position peaked at $111K in Q3 2018. 9 funds tracked by Wall St. Rank hold OCIO as of Q2 2026.

  • UBS Group held 105 shares of ClearShares OCIO ETF worth $3.97K as of Q2 2026.
  • UBS Group bought 96 ClearShares OCIO ETF shares in Q2 2026, an estimated $3.52K.
  • ClearShares OCIO ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9116 holding.
  • UBS Group first reported a position in ClearShares OCIO ETF in Q1 2018 and has held it in 21 quarters since.
  • UBS Group's ClearShares OCIO ETF position peaked at $111K in Q3 2018.
  • 9 funds tracked by Wall St. Rank held ClearShares OCIO ETF as of Q2 2026.

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