UBS Group
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UBS Group’s Overlay Shares Core Bond ETF OVB Stock Holding History

UBS Group’s Portfolio OVB Stock Details OVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.4K Buy
555
+381
+219% +$7.88K ﹤0.01% 8310
2025
Q4 		$3.57K Sell
174
-18,175
-99% -$377K ﹤0.01% 8994
2025
Q3 		$382K Sell
18,349
-11,029
-38% -$226K ﹤0.01% 6278
2025
Q2 		$603K Buy
29,378
+29,036
+8,490% +$584K ﹤0.01% 5854
2025
Q1 		$7.01K Sell
342
-858
-72% -$17.6K ﹤0.01% 8862
2024
Q4 		$24.3K Buy
+1,200
New +$25K ﹤0.01% 7754
2024
Q2 		– Sell
-324
Closed -$6.77K – 9941
2024
Q1 		$6.77K Sell
324
-750
-70% -$15.5K ﹤0.01% 7439
2023
Q4 		$22.1K Buy
1,074
+46
+4% +$908 ﹤0.01% 7050
2023
Q3 		$20.2K Buy
1,028
+788
+328% +$16K ﹤0.01% 6801
2023
Q2 		$4.97K Sell
240
-2,150
-90% -$44.7K ﹤0.01% 7488
2023
Q1 		$50.3K Buy
2,390
+796
+50% +$16.5K ﹤0.01% 6450
2022
Q4 		$32.3K Sell
1,594
-1,290
-45% -$26.3K ﹤0.01% 7159
2022
Q3 		$58K Buy
2,884
+736
+34% +$16K ﹤0.01% 6200
2022
Q2 		$47K Buy
+2,148
New +$47.9K ﹤0.01% 5969
2022
Q1 		– Sell
-715
Closed -$18K – 10718
2021
Q4 		$18K Buy
+715
New +$18.5K ﹤0.01% 7982
2021
Q2 		– Sell
-587
Closed -$15K – 9689
2021
Q1 		$15K Buy
+587
New +$15.3K ﹤0.01% 7631
2020
Q2 		– Sell
-983
Closed -$25K – 8252
2020
Q1 		$25K Buy
+983
New +$24.9K ﹤0.01% 6351

Other funds holding OVB

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

UBS Group's OVB Position: Q1 2026 in Review

UBS Group increased its Overlay Shares Core Bond ETF (OVB) stake by 219% in Q1 2026, buying an estimated $7.88K and bringing the position to 555 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #8310.

UBS Group first reported a position in OVB in Q1 2020 and has held it in 17 quarters since. The position peaked at $603K in Q2 2025. 17 funds tracked by Wall St. Rank hold OVB as of Q1 2026.

  • UBS Group held 555 shares of Overlay Shares Core Bond ETF worth $11.4K as of Q1 2026.
  • UBS Group bought 381 Overlay Shares Core Bond ETF shares in Q1 2026, an estimated $7.88K.
  • Overlay Shares Core Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8310 holding.
  • UBS Group first reported a position in Overlay Shares Core Bond ETF in Q1 2020 and has held it in 17 quarters since.
  • UBS Group's Overlay Shares Core Bond ETF position peaked at $603K in Q2 2025.
  • 17 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q1 2026.

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