UBS Group
OZ icon

UBS Group’s Belpointe PREP OZ Stock Holding History

UBS Group’s Portfolio OZ Stock Details OZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$182K Sell
3,419
-829
-20% -$43.2K ﹤0.01% 6687
2025
Q4 		$276K Sell
4,248
-702
-14% -$44.2K ﹤0.01% 6411
2025
Q3 		$317K Sell
4,950
-12,793
-72% -$817K ﹤0.01% 6406
2025
Q2 		$1.14M Sell
17,743
-2,105
-11% -$135K ﹤0.01% 5335
2025
Q1 		$1.28M Buy
19,848
+14,898
+301% +$955K ﹤0.01% 5063
2024
Q4 		$383K Hold
4,950
– – ﹤0.01% 6028
2024
Q3 		$342K Sell
4,950
-3,008
-38% -$196K ﹤0.01% 5489
2024
Q2 		$461K Buy
7,958
+3,008
+61% +$179K ﹤0.01% 5065
2024
Q1 		$301K Hold
4,950
– – ﹤0.01% 5567
2023
Q4 		$382K Sell
4,950
-2,000
-29% -$144K ﹤0.01% 5314
2023
Q3 		$596K Buy
6,950
+2,382
+52% +$206K ﹤0.01% 4521
2023
Q2 		$393K Buy
4,568
+518
+13% +$47.7K ﹤0.01% 5025
2023
Q1 		$380K Hold
4,050
– – ﹤0.01% 4908
2022
Q4 		$405K Hold
4,050
– – ﹤0.01% 4881
2022
Q3 		$342K Hold
4,050
– – ﹤0.01% 4666
2022
Q2 		$396K Sell
4,050
-560
-12% -$55.5K ﹤0.01% 4422
2022
Q1 		$461K Buy
+4,610
New +$428K ﹤0.01% 4754

Other funds holding OZ

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
WA
Wealth Alliance Mellville, New York $1.01B AUM 19.71% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

UBS Group's OZ Position: Q1 2026 in Review

UBS Group reduced its Belpointe PREP (OZ) stake by 20% in Q1 2026, selling an estimated $43.2K and leaving 3,419 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #6687.

UBS Group first reported a position in OZ in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.28M in Q1 2025. 45 funds tracked by Wall St. Rank hold OZ as of Q1 2026.

  • UBS Group held 3,419 shares of Belpointe PREP worth $182K as of Q1 2026.
  • UBS Group sold 829 Belpointe PREP shares in Q1 2026, an estimated $43.2K.
  • Belpointe PREP made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6687 holding.
  • UBS Group first reported a position in Belpointe PREP in Q1 2022 and has held it in 17 quarters since.
  • UBS Group's Belpointe PREP position peaked at $1.28M in Q1 2025.
  • 45 funds tracked by Wall St. Rank held Belpointe PREP as of Q1 2026.

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