UBS Group
OVL icon

UBS Group’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

UBS Group’s Portfolio OVL Stock Details OVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.1K Buy
419
+238
+131% +$12.6K ﹤0.01% 7896
2025
Q4 		$9.63K Sell
181
-470
-72% -$24.8K ﹤0.01% 8267
2025
Q3 		$34.1K Buy
+651
New +$32.6K ﹤0.01% 7818
2025
Q2 		– Sell
-768
Closed -$33.6K – 10679
2025
Q1 		$33.6K Buy
+768
New +$35.8K ﹤0.01% 7865
2024
Q4 		– Sell
-6,712
Closed -$312K – 10265
2024
Q3 		$312K Buy
+6,712
New +$298K ﹤0.01% 5546
2024
Q2 		– Sell
-1,613
Closed -$68.7K – 9942
2024
Q1 		$68.7K Buy
+1,613
New +$64.4K ﹤0.01% 6370
2023
Q3 		– Sell
-3,903
Closed -$140K – 9836
2023
Q2 		$140K Buy
3,903
+675
+21% +$22.7K ﹤0.01% 5742
2023
Q1 		$106K Sell
3,228
-826
-20% -$26.4K ﹤0.01% 5873
2022
Q4 		$124K Buy
4,054
+1,886
+87% +$58.2K ﹤0.01% 5906
2022
Q3 		$62K Buy
2,168
+1,431
+194% +$46.5K ﹤0.01% 6141
2022
Q2 		$23K Buy
737
+575
+355% +$19.5K ﹤0.01% 6709
2022
Q1 		$6K Sell
162
-826
-84% -$31.1K ﹤0.01% 8982
2021
Q4 		$40K Buy
988
+652
+194% +$25.8K ﹤0.01% 7120
2021
Q3 		$12K Sell
336
-1,332
-80% -$50.9K ﹤0.01% 7778
2021
Q2 		$62K Buy
+1,668
New +$60K ﹤0.01% 6242
2020
Q4 		– Sell
-447
Closed -$13K – 8640
2020
Q3 		$13K Buy
447
+66
+17% +$1.88K ﹤0.01% 6638
2020
Q2 		$10K Sell
381
-175
-31% -$4.31K ﹤0.01% 7016
2020
Q1 		$12K Buy
+556
New +$14.3K ﹤0.01% 6824

Other funds holding OVL

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $137M AUM 15.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

UBS Group's OVL Position: Q1 2026 in Review

UBS Group increased its Overlay Shares Large Cap Equity ETF (OVL) stake by 131% in Q1 2026, buying an estimated $12.6K and bringing the position to 419 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #7896.

UBS Group first reported a position in OVL in Q1 2020 and has held it in 18 quarters since. The position peaked at $312K in Q3 2024. 36 funds tracked by Wall St. Rank hold OVL as of Q1 2026.

  • UBS Group held 419 shares of Overlay Shares Large Cap Equity ETF worth $21.1K as of Q1 2026.
  • UBS Group bought 238 Overlay Shares Large Cap Equity ETF shares in Q1 2026, an estimated $12.6K.
  • Overlay Shares Large Cap Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7896 holding.
  • UBS Group first reported a position in Overlay Shares Large Cap Equity ETF in Q1 2020 and has held it in 18 quarters since.
  • UBS Group's Overlay Shares Large Cap Equity ETF position peaked at $312K in Q3 2024.
  • 36 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q1 2026.

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