UBS Group
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UBS Group’s Blue Owl Capital OWL Stock Holding History

UBS Group’s Portfolio OWL Stock Details OWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$176M Buy
19,380,011
+10,023,789
+107% +$105M 0.02% 728
2026
Q2 		$81.9M Sell
9,356,222
-405,524
-4% -$3.85M 0.01% 1275
2026
Q1 		$89.1M Buy
9,761,746
+5,803,551
+147% +$70.2M 0.01% 1138
2025
Q4 		$59.1M Sell
3,958,195
-967,181
-20% -$15.1M 0.01% 1454
2025
Q3 		$83.4M Buy
4,925,376
+918,605
+23% +$17.5M 0.01% 1172
2025
Q2 		$77M Buy
4,006,771
+155,095
+4% +$2.87M 0.01% 1153
2025
Q1 		$77.2M Buy
3,851,676
+724,916
+23% +$16.3M 0.01% 1103
2024
Q4 		$72.7M Buy
3,126,760
+1,164,306
+59% +$26.6M 0.01% 1142
2024
Q3 		$38M Buy
1,962,454
+425,787
+28% +$7.6M 0.01% 1354
2024
Q2 		$27.3M Buy
1,536,667
+464,344
+43% +$8.52M 0.01% 1442
2024
Q1 		$20.2M Buy
1,072,323
+313,593
+41% +$5.25M 0.01% 1679
2023
Q4 		$11.3M Buy
758,730
+509,950
+205% +$6.86M ﹤0.01% 1994
2023
Q3 		$3.22M Sell
248,780
-10,104
-4% -$121K ﹤0.01% 2995
2023
Q2 		$3.02M Buy
258,884
+81,200
+46% +$874K ﹤0.01% 3101
2023
Q1 		$1.97M Sell
177,684
-12,986
-7% -$156K ﹤0.01% 3456
2022
Q4 		$2.02M Buy
190,670
+91,423
+92% +$965K ﹤0.01% 3385
2022
Q3 		$916K Buy
99,247
+19,341
+24% +$215K ﹤0.01% 3825
2022
Q2 		$801K Buy
79,906
+47,268
+145% +$567K ﹤0.01% 3905
2022
Q1 		$414K Buy
32,638
+1,784
+6% +$22.6K ﹤0.01% 4822
2021
Q4 		$460K Buy
30,854
+27,554
+835% +$435K ﹤0.01% 5044
2021
Q3 		$51K Buy
3,300
+2,000
+154% +$27.7K ﹤0.01% 6309
2021
Q2 		$17K Sell
1,300
-478
-27% -$5.42K ﹤0.01% 7518
2021
Q1 		$18K Sell
1,778
-3,070
-63% -$31.8K ﹤0.01% 7470
2020
Q4 		$55K Buy
+4,848
New +$52.4K ﹤0.01% 6102

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
State of New Jersey Common Pension Fund A
State of New Jersey Common Pension Fund A Trenton, New Jersey $253M AUM 22.83% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Brown University
Brown University Providence, Rhode Island $147M AUM 5.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings Copenhagen V $6.26B AUM 26.94% 1-Year Est. Return

UBS Group's OWL Position: Q3 2026 in Review

UBS Group increased its Blue Owl Capital (OWL) stake by 107% in Q3 2026, buying an estimated $105M and bringing the position to 19,380,011 shares worth $176M. The position accounts for 0.02% of the portfolio, ranked #728.

UBS Group first reported a position in OWL in Q4 2020 and has held it in 24 quarters since. 322 funds tracked by Wall St. Rank hold OWL as of Q3 2026.

  • UBS Group held 19,380,011 shares of Blue Owl Capital worth $176M as of Q3 2026.
  • UBS Group bought 10,023,789 Blue Owl Capital shares in Q3 2026, an estimated $105M.
  • Blue Owl Capital made up 0.02% of UBS Group's portfolio in Q3 2026, its #728 holding.
  • UBS Group first reported a position in Blue Owl Capital in Q4 2020 and has held it in 24 quarters since.
  • 322 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.