UBS Group
OPFI icon

UBS Group’s OppFi OPFI Stock Holding History

UBS Group’s Portfolio OPFI Stock Details OPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.53M Buy
355,108
+25,892
+8% +$224K ﹤0.01% 4526
2026
Q1 		$2.54M Sell
329,216
-807,211
-71% -$7.39M ﹤0.01% 4749
2025
Q4 		$11.9M Buy
1,136,427
+337,216
+42% +$3.42M ﹤0.01% 3114
2025
Q3 		$9.06M Buy
799,211
+338,417
+73% +$3.8M ﹤0.01% 3408
2025
Q2 		$6.45M Buy
460,794
+179,083
+64% +$2.01M ﹤0.01% 3611
2025
Q1 		$2.62M Buy
281,711
+134,708
+92% +$1.5M ﹤0.01% 4460
2024
Q4 		$1.13M Buy
147,003
+125,668
+589% +$793K ﹤0.01% 5212
2024
Q3 		$101K Buy
21,335
+3,279
+18% +$13.6K ﹤0.01% 6362
2024
Q2 		$61.2K Buy
18,056
+7,279
+68% +$22.1K ﹤0.01% 6535
2024
Q1 		$26.9K Sell
10,777
-970
-8% -$3.3K ﹤0.01% 6778
2023
Q4 		$60.1K Buy
11,747
+5,476
+87% +$17.4K ﹤0.01% 6445
2023
Q3 		$15.8K Sell
6,271
-147
-2% -$342 ﹤0.01% 6923
2023
Q2 		$13.1K Buy
6,418
+2,329
+57% +$4.84K ﹤0.01% 7050
2023
Q1 		$8.38K Sell
4,089
-965
-19% -$2.03K ﹤0.01% 7731
2022
Q4 		$10.4K Buy
+5,054
New +$11.4K ﹤0.01% 8520
2022
Q3 		– Sell
-2,692
Closed -$9K – 10755
2022
Q2 		$9K Buy
2,692
+1,061
+65% +$3.42K ﹤0.01% 8162
2022
Q1 		$6K Buy
+1,631
New +$6.91K ﹤0.01% 8980
2021
Q3 		– Sell
-3
Closed – – 9919
2021
Q2 		$0 Buy
+3
New +$30 ﹤0.01% 9685

Other funds holding OPFI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

UBS Group's OPFI Position: Q2 2026 in Review

UBS Group increased its OppFi (OPFI) stake by 7.9% in Q2 2026, buying an estimated $224K and bringing the position to 355,108 shares worth $3.53M. The position accounts for ﹤0.01% of the portfolio, ranked #4526.

UBS Group first reported a position in OPFI in Q2 2021 and has held it in 18 quarters since. The position peaked at $11.9M in Q4 2025. 145 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

  • UBS Group held 355,108 shares of OppFi worth $3.53M as of Q2 2026.
  • UBS Group bought 25,892 OppFi shares in Q2 2026, an estimated $224K.
  • OppFi made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4526 holding.
  • UBS Group first reported a position in OppFi in Q2 2021 and has held it in 18 quarters since.
  • UBS Group's OppFi position peaked at $11.9M in Q4 2025.
  • 145 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

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