UBS Group
OXLC

UBS Group’s Oxford Lane Capital OXLC Stock Holding History

UBS Group’s Portfolio OXLC Stock Details OXLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.31M Buy
134,178
+111,674
+496% +$1.23M ﹤0.01% 5335
2025
Q4 		$329K Buy
22,504
+18,049
+405% +$270K ﹤0.01% 6305
2025
Q3 		$75.4K Sell
4,455
-6,946
-61% -$127K ﹤0.01% 7294
2025
Q2 		$239K Sell
11,401
-27,155
-70% -$610K ﹤0.01% 6598
2025
Q1 		$910K Buy
38,556
+30,030
+352% +$747K ﹤0.01% 5365
2024
Q4 		$216K Sell
8,526
-5,949
-41% -$156K ﹤0.01% 6402
2024
Q3 		$379K Buy
14,475
+3,428
+31% +$92.5K ﹤0.01% 5429
2024
Q2 		$299K Hold
11,047
– – ﹤0.01% 5394
2024
Q1 		$281K Buy
11,047
+1,380
+14% +$35.4K ﹤0.01% 5618
2023
Q4 		$239K Buy
9,667
+4,982
+106% +$123K ﹤0.01% 5659
2023
Q3 		$117K Buy
4,685
+673
+17% +$17.3K ﹤0.01% 5731
2023
Q2 		$97.1K Hold
4,012
– – ﹤0.01% 6036
2023
Q1 		$105K Sell
4,012
-886
-18% -$24.7K ﹤0.01% 5881
2022
Q4 		$124K Buy
4,898
+254
+5% +$6.55K ﹤0.01% 5903
2022
Q3 		$120K Sell
4,644
-145
-3% -$4.37K ﹤0.01% 5547
2022
Q2 		$136K Sell
4,789
-100
-2% -$3.28K ﹤0.01% 5199
2022
Q1 		$177K Buy
4,889
+100
+2% +$3.85K ﹤0.01% 5458
2021
Q4 		$185K Sell
4,789
-14
-0.3% -$545 ﹤0.01% 5767
2021
Q3 		$173K Sell
4,803
-58
-1% -$2.1K ﹤0.01% 5429
2021
Q2 		$180K Buy
4,861
+501
+11% +$17.5K ﹤0.01% 5435
2021
Q1 		$137K Sell
4,360
-103
-2% -$3.26K ﹤0.01% 5721
2020
Q4 		$121K Sell
4,463
-1,040
-19% -$25.6K ﹤0.01% 5563
2020
Q3 		$121K Sell
5,503
-12,146
-69% -$260K ﹤0.01% 5080
2020
Q2 		$363K Buy
17,649
+12,650
+253% +$256K ﹤0.01% 4383
2020
Q1 		$105K Sell
4,999
-977
-16% -$37.6K ﹤0.01% 5251
2019
Q4 		$244K Sell
5,976
-4,134
-41% -$184K ﹤0.01% 5458
2019
Q3 		$470K Buy
10,110
+922
+10% +$46.6K ﹤0.01% 4624
2019
Q2 		$463K Sell
9,188
-2,669
-23% -$139K ﹤0.01% 4348
2019
Q1 		$583K Buy
11,857
+4,028
+51% +$203K ﹤0.01% 3966
2018
Q4 		$380K Buy
7,829
+2,918
+59% +$148K ﹤0.01% 4467
2018
Q3 		$260K Buy
4,911
+1,728
+54% +$94.6K ﹤0.01% 4856
2018
Q2 		$166K Sell
3,183
-182
-5% -$9.74K ﹤0.01% 5087
2018
Q1 		$171K Buy
3,365
+234
+7% +$11.8K ﹤0.01% 4878
2017
Q4 		$157K Sell
3,131
-130
-4% -$6.7K ﹤0.01% 5082
2017
Q3 		$166K Buy
3,261
+230
+8% +$12.1K ﹤0.01% 4977
2017
Q2 		$150K Buy
3,031
+1,200
+66% +$64.5K ﹤0.01% 4930
2017
Q1 		$102K Hold
1,831
– – ﹤0.01% 5067
2016
Q4 		$96K Sell
1,831
-185
-9% -$9.93K ﹤0.01% 5319
2016
Q3 		$106K Buy
2,016
+1,009
+100% +$51.1K ﹤0.01% 4958
2016
Q2 		$42K Sell
1,007
-72
-7% -$3.2K ﹤0.01% 5648
2016
Q1 		$46K Sell
1,079
-24,164
-96% -$1.03M ﹤0.01% 5572
2015
Q4 		$1.26M Sell
25,243
-3,828
-13% -$211K ﹤0.01% 3223
2015
Q3 		$1.66M Sell
29,071
-7,813
-21% -$530K ﹤0.01% 2909
2015
Q2 		$2.62M Buy
36,884
+4,888
+15% +$368K ﹤0.01% 2716
2015
Q1 		$2.37M Buy
31,996
+21,079
+193% +$1.59M ﹤0.01% 2776
2014
Q4 		$816K Buy
+10,917
New +$854K ﹤0.01% 3737

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

UBS Group's OXLC Position: Q1 2026 in Review

UBS Group increased its Oxford Lane Capital (OXLC) stake by 496% in Q1 2026, buying an estimated $1.23M and bringing the position to 134,178 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #5335.

UBS Group first reported a position in OXLC in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.62M in Q2 2015. 87 funds tracked by Wall St. Rank hold OXLC as of Q1 2026.

  • UBS Group held 134,178 shares of Oxford Lane Capital worth $1.31M as of Q1 2026.
  • UBS Group bought 111,674 Oxford Lane Capital shares in Q1 2026, an estimated $1.23M.
  • Oxford Lane Capital made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5335 holding.
  • UBS Group first reported a position in Oxford Lane Capital in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Oxford Lane Capital position peaked at $2.62M in Q2 2015.
  • 87 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2026.

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