UBS Group
OKLO icon

UBS Group’s Oklo OKLO Stock Holding History

UBS Group’s Portfolio OKLO Stock Details OKLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$20.4M Buy
550,700
+467,400
+561% +$19.7M ﹤0.01% 2644
2026
Q2 		$4.36M Sell
83,300
-31,500
-27% -$1.97M ﹤0.01% 4323
2026
Q1 		$5.69M Buy
+114,800
New +$8.25M ﹤0.01% 3939
2025
Q4 		– Sell
-45,000
Closed -$5.02M – 11324
2025
Q3 		$5.02M Buy
+45,000
New +$3.52M ﹤0.01% 4026

Other funds holding OKLO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

UBS Group's OKLO Position: Q3 2026 in Review

UBS Group reduced its Oklo (OKLO) stake by 17% in Q3 2026, selling an estimated $15M and leaving 1,739,479 shares worth $64.4M. The position accounts for 0.01% of the portfolio, ranked #1460.

UBS Group first reported a position in OKLO in Q3 2021 and has held it in 18 quarters since. The position peaked at $282M in Q3 2025. 359 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

  • UBS Group held 1,739,479 shares of Oklo worth $64.4M as of Q3 2026.
  • UBS Group sold 355,674 Oklo shares in Q3 2026, an estimated $15M.
  • Oklo made up 0.01% of UBS Group's portfolio in Q3 2026, its #1460 holding.
  • UBS Group first reported a position in Oklo in Q3 2021 and has held it in 18 quarters since.
  • UBS Group's Oklo position peaked at $282M in Q3 2025.
  • 359 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.