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
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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group's OPFI Position: Q1 2026 in Review

UBS Group reduced its OppFi (OPFI) stake by 71% in Q1 2026, selling an estimated $7.39M and leaving 329,216 shares worth $2.54M. The position accounts for ﹤0.01% of the portfolio, ranked #4749.

UBS Group first reported a position in OPFI in Q2 2021 and has held it in 17 quarters since. The position peaked at $11.9M in Q4 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

  • UBS Group held 329,216 shares of OppFi worth $2.54M as of Q1 2026.
  • UBS Group sold 807,211 OppFi shares in Q1 2026, an estimated $7.39M.
  • OppFi made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4749 holding.
  • UBS Group first reported a position in OppFi in Q2 2021 and has held it in 17 quarters since.
  • UBS Group's OppFi position peaked at $11.9M in Q4 2025.
  • 146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

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