UBS Group
OPP

UBS Group’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

UBS Group’s Portfolio OPP Stock Details OPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.64M Sell
213,195
-8,460
-4% -$66.1K ﹤0.01% 5152
2025
Q4 		$1.76M Sell
221,655
-18,433
-8% -$149K ﹤0.01% 5082
2025
Q3 		$2.05M Sell
240,088
-19,843
-8% -$171K ﹤0.01% 4925
2025
Q2 		$2.22M Sell
259,931
-10,971
-4% -$91.8K ﹤0.01% 4702
2025
Q1 		$2.32M Buy
270,902
+10,849
+4% +$92.9K ﹤0.01% 4581
2024
Q4 		$2.17M Sell
260,053
-6,202
-2% -$53.3K ﹤0.01% 4652
2024
Q3 		$2.39M Sell
266,255
-8,392
-3% -$73.7K ﹤0.01% 3830
2024
Q2 		$2.35M Sell
274,647
-1,737
-0.6% -$14.6K ﹤0.01% 3602
2024
Q1 		$2.35M Buy
276,384
+3,929
+1% +$32.5K ﹤0.01% 3779
2023
Q4 		$2.25M Buy
272,455
+10,717
+4% +$83.6K ﹤0.01% 3687
2023
Q3 		$2.05M Sell
261,738
-15,624
-6% -$130K ﹤0.01% 3424
2023
Q2 		$2.34M Sell
277,362
-56,014
-17% -$461K ﹤0.01% 3377
2023
Q1 		$2.82M Buy
333,376
+44,253
+15% +$382K ﹤0.01% 3058
2022
Q4 		$2.48M Buy
289,123
+1,055
+0.4% +$9.52K ﹤0.01% 3178
2022
Q3 		$2.62M Sell
288,068
-3,154
-1% -$33.4K ﹤0.01% 2921
2022
Q2 		$3.13M Sell
291,222
-16,681
-5% -$185K ﹤0.01% 2761
2022
Q1 		$3.79M Sell
307,903
-8,777
-3% -$117K ﹤0.01% 2813
2021
Q4 		$4.44M Sell
316,680
-14,500
-4% -$213K ﹤0.01% 2951
2021
Q3 		$4.77M Sell
331,180
-658
-0.2% -$10.1K ﹤0.01% 2720
2021
Q2 		$5.11M Sell
331,838
-9,338
-3% -$142K ﹤0.01% 2657
2021
Q1 		$5.09M Buy
341,176
+29,545
+9% +$430K ﹤0.01% 2576
2020
Q4 		$4.41M Sell
311,631
-24,673
-7% -$343K ﹤0.01% 2588
2020
Q3 		$4.56M Sell
336,304
-22,016
-6% -$308K ﹤0.01% 2286
2020
Q2 		$4.92M Sell
358,320
-47,169
-12% -$624K ﹤0.01% 2064
2020
Q1 		$5.13M Sell
405,489
-119,130
-23% -$1.85M ﹤0.01% 1898
2019
Q4 		$8.52M Sell
524,619
-43,950
-8% -$733K ﹤0.01% 2101
2019
Q3 		$9.79M Buy
568,569
+75,525
+15% +$1.31M ﹤0.01% 1781
2019
Q2 		$8.31M Buy
493,044
+8,383
+2% +$141K ﹤0.01% 1914
2019
Q1 		$7.85M Buy
484,661
+92,814
+24% +$1.53M ﹤0.01% 1847
2018
Q4 		$6.29M Sell
391,847
-12,795
-3% -$205K ﹤0.01% 1960
2018
Q3 		$6.78M Buy
404,642
+84,671
+26% +$1.46M ﹤0.01% 2090
2018
Q2 		$5.59M Sell
319,971
-69,652
-18% -$1.21M ﹤0.01% 2240
2018
Q1 		$6.86M Buy
389,623
+72,665
+23% +$1.3M ﹤0.01% 2019
2017
Q4 		$5.76M Sell
316,958
-39,725
-11% -$734K ﹤0.01% 2217
2017
Q3 		$6.73M Buy
356,683
+15,812
+5% +$299K ﹤0.01% 1931
2017
Q2 		$6.58M Buy
340,871
+62,543
+22% +$1.18M ﹤0.01% 1885
2017
Q1 		$5.21M Buy
278,328
+32,522
+13% +$603K ﹤0.01% 2057
2016
Q4 		$4.48M Buy
245,806
+230,477
+1,504% +$4.43M ﹤0.01% 2192
2016
Q3 		$304K Buy
+15,329
New +$303K ﹤0.01% 4259

Other funds holding OPP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

UBS Group's OPP Position: Q1 2026 in Review

UBS Group reduced its RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) stake by 3.8% in Q1 2026, selling an estimated $66.1K and leaving 213,195 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #5152.

UBS Group first reported a position in OPP in Q3 2016 and has held it in 39 quarters since. The position peaked at $9.79M in Q3 2019. 63 funds tracked by Wall St. Rank hold OPP as of Q1 2026.

  • UBS Group held 213,195 shares of RiverNorth/DoubleLine Strategic Opportunity Fund worth $1.64M as of Q1 2026.
  • UBS Group sold 8,460 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q1 2026, an estimated $66.1K.
  • RiverNorth/DoubleLine Strategic Opportunity Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5152 holding.
  • UBS Group first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q3 2016 and has held it in 39 quarters since.
  • UBS Group's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $9.79M in Q3 2019.
  • 63 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q1 2026.

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