UBS Group
OWL icon

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
Q2 		$1.2M Buy
137,400
+4,400
+3% +$41.8K ﹤0.01% 5563
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 $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $622M AUM 36.56% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

UBS Group's OWL Position: Q2 2026 in Review

UBS Group reduced its Blue Owl Capital (OWL) stake by 4.2% in Q2 2026, selling an estimated $3.85M and leaving 9,356,222 shares worth $81.9M. The position accounts for 0.01% of the portfolio, ranked #1275.

UBS Group first reported a position in OWL in Q4 2020 and has held it in 23 quarters since. The position peaked at $89.1M in Q1 2026. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • UBS Group held 9,356,222 shares of Blue Owl Capital worth $81.9M as of Q2 2026.
  • UBS Group sold 405,524 Blue Owl Capital shares in Q2 2026, an estimated $3.85M.
  • Blue Owl Capital made up 0.01% of UBS Group's portfolio in Q2 2026, its #1275 holding.
  • UBS Group first reported a position in Blue Owl Capital in Q4 2020 and has held it in 23 quarters since.
  • UBS Group's Blue Owl Capital position peaked at $89.1M in Q1 2026.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.