UBS Group
OVF icon

UBS Group’s Overlay Shares Foreign Equity ETF OVF Stock Holding History

UBS Group’s Portfolio OVF Stock Details OVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-636
Closed -$18.6K – 10988
2025
Q4 		$18.6K Buy
+636
New +$18.6K ﹤0.01% 7837
2025
Q2 		– Sell
-850
Closed -$21K – 10678
2025
Q1 		$21K Sell
850
-34
-4% -$843 ﹤0.01% 8202
2024
Q4 		$20.7K Buy
+884
New +$22.1K ﹤0.01% 7847
2024
Q3 		– Sell
-519
Closed -$12.9K – 9917
2024
Q2 		$12.9K Buy
519
+425
+452% +$10.4K ﹤0.01% 7577
2024
Q1 		$2.33K Buy
+94
New +$2.22K ﹤0.01% 7926
2023
Q4 		– Sell
-2,154
Closed -$45.8K – 9744
2023
Q3 		$45.8K Buy
2,154
+2,128
+8,185% +$47.6K ﹤0.01% 6343
2023
Q2 		$598 Buy
+26
New +$597 ﹤0.01% 8168
2022
Q3 		– Sell
-31
Closed -$1K – 10763
2022
Q2 		$1K Sell
31
-1,327
-98% -$30.7K ﹤0.01% 9928
2022
Q1 		$34K Sell
1,358
-823
-38% -$20.8K ﹤0.01% 6874
2021
Q4 		$59K Sell
2,181
-232
-10% -$6.26K ﹤0.01% 6754
2021
Q3 		$64K Buy
2,413
+741
+44% +$20.3K ﹤0.01% 6141
2021
Q2 		$46K Buy
1,672
+1,597
+2,129% +$42.9K ﹤0.01% 6511
2021
Q1 		$2K Sell
75
-62
-45% -$1.61K ﹤0.01% 8632
2020
Q4 		$4K Sell
137
-500
-78% -$12.4K ﹤0.01% 7921
2020
Q3 		$15K Buy
637
+165
+35% +$3.91K ﹤0.01% 6526
2020
Q2 		$11K Sell
472
-282
-37% -$6.23K ﹤0.01% 6954
2020
Q1 		$16K Buy
754
+651
+632% +$15.6K ﹤0.01% 6636
2019
Q4 		$3K Buy
+103
New +$2.64K ﹤0.01% 7756

Other funds holding OVF

Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

UBS Group's OVF Position: Q1 2026 in Review

UBS Group sold out of Overlay Shares Foreign Equity ETF (OVF) in Q1 2026, closing a stake of 636 shares — an estimated $18.6K sold.

UBS Group first reported a position in OVF in Q4 2019 and held it in 18 quarters. The position peaked at $64K in Q3 2021. 6 funds tracked by Wall St. Rank hold OVF as of Q1 2026.

  • UBS Group reported no remaining Overlay Shares Foreign Equity ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 636 Overlay Shares Foreign Equity ETF shares in Q1 2026, an estimated $18.6K.
  • UBS Group first reported a position in Overlay Shares Foreign Equity ETF in Q4 2019 and held it in 18 quarters.
  • UBS Group's Overlay Shares Foreign Equity ETF position peaked at $64K in Q3 2021.
  • 6 funds tracked by Wall St. Rank held Overlay Shares Foreign Equity ETF as of Q1 2026.

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