UBS Group
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UBS Group’s Oaktree Specialty Lending OCSL Stock Holding History

UBS Group’s Portfolio OCSL Stock Details OCSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-267
Closed -$6K – 9178
2014
Q4 		$6K Buy
+267
New +$6.9K ﹤0.01% 8842

Other funds holding OCSL

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $1.1B AUM 38.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

UBS Group's OCSL Position: Q2 2026 in Review

UBS Group increased its Oaktree Specialty Lending (OCSL) stake by 52% in Q2 2026, buying an estimated $8.57M and bringing the position to 2,080,105 shares worth $24.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2454.

UBS Group first reported a position in OCSL in Q4 2014 and has held it in 47 quarters since. The position peaked at $26.4M in Q4 2014. 165 funds tracked by Wall St. Rank hold OCSL as of Q2 2026.

  • UBS Group held 2,080,105 shares of Oaktree Specialty Lending worth $24.8M as of Q2 2026.
  • UBS Group bought 710,360 Oaktree Specialty Lending shares in Q2 2026, an estimated $8.57M.
  • Oaktree Specialty Lending made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2454 holding.
  • UBS Group first reported a position in Oaktree Specialty Lending in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Oaktree Specialty Lending position peaked at $26.4M in Q4 2014.
  • 165 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2026.

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