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
-367
Closed -$9K – 9179
2014
Q4 		$9K Buy
+367
New +$9.49K ﹤0.01% 8489

Other funds holding OCSL

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

UBS Group's OCSL Position: Q1 2026 in Review

UBS Group increased its Oaktree Specialty Lending (OCSL) stake by 2.7% in Q1 2026, buying an estimated $432K and bringing the position to 1,369,745 shares worth $15.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2866.

UBS Group first reported a position in OCSL in Q4 2014 and has held it in 46 quarters since. The position peaked at $26.4M in Q4 2014. 187 funds tracked by Wall St. Rank hold OCSL as of Q1 2026.

  • UBS Group held 1,369,745 shares of Oaktree Specialty Lending worth $15.5M as of Q1 2026.
  • UBS Group bought 36,102 Oaktree Specialty Lending shares in Q1 2026, an estimated $432K.
  • Oaktree Specialty Lending made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2866 holding.
  • UBS Group first reported a position in Oaktree Specialty Lending in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Oaktree Specialty Lending position peaked at $26.4M in Q4 2014.
  • 187 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2026.

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