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
Q1 		$1.21M Buy
133,000
+36,800
+38% +$445K ﹤0.01% 5399
2025
Q4 		$1.44M Buy
+96,200
New +$1.5M ﹤0.01% 5258

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $451M AUM 17.35% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

UBS Group's OWL Position: Q1 2026 in Review

UBS Group increased its Blue Owl Capital (OWL) stake by 147% in Q1 2026, buying an estimated $70.2M and bringing the position to 9,761,746 shares worth $89.1M. The position accounts for 0.01% of the portfolio, ranked #1138.

UBS Group first reported a position in OWL in Q4 2020 and has held it in 22 quarters since. 544 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • UBS Group held 9,761,746 shares of Blue Owl Capital worth $89.1M as of Q1 2026.
  • UBS Group bought 5,803,551 Blue Owl Capital shares in Q1 2026, an estimated $70.2M.
  • Blue Owl Capital made up 0.01% of UBS Group's portfolio in Q1 2026, its #1138 holding.
  • UBS Group first reported a position in Blue Owl Capital in Q4 2020 and has held it in 22 quarters since.
  • 544 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

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