UBS Group
PDO

UBS Group’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

UBS Group’s Portfolio PDO Stock Details PDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.1M Buy
3,641,299
+75,842
+2% +$994K 0.01% 1777
2026
Q1 		$46.1M Buy
3,565,457
+43,630
+1% +$598K 0.01% 1728
2025
Q4 		$48.7M Buy
3,521,827
+164,530
+5% +$2.29M 0.01% 1652
2025
Q3 		$47.4M Sell
3,357,297
-149,177
-4% -$2.04M 0.01% 1681
2025
Q2 		$47.3M Buy
3,506,474
+111,882
+3% +$1.49M 0.01% 1571
2025
Q1 		$47.1M Sell
3,394,592
-89,867
-3% -$1.24M 0.01% 1528
2024
Q4 		$47.4M Buy
3,484,459
+1,606,595
+86% +$22M 0.01% 1513
2024
Q3 		$26.5M Sell
1,877,864
-53,991
-3% -$731K 0.01% 1610
2024
Q2 		$25.7M Sell
1,931,855
-151,859
-7% -$1.99M 0.01% 1482
2024
Q1 		$27.4M Buy
2,083,714
+175,963
+9% +$2.28M 0.01% 1450
2023
Q4 		$23.4M Buy
1,907,751
+232,889
+14% +$2.72M 0.01% 1484
2023
Q3 		$19.9M Sell
1,674,862
-9,746
-0.6% -$124K 0.01% 1483
2023
Q2 		$22M Buy
1,684,608
+565,947
+51% +$7.25M 0.01% 1381
2023
Q1 		$13.9M Buy
1,118,661
+55,253
+5% +$744K 0.01% 1658
2022
Q4 		$13.6M Sell
1,063,408
-123,099
-10% -$1.7M 0.01% 1693
2022
Q3 		$15.7M Sell
1,186,507
-315,702
-21% -$4.67M 0.01% 1443
2022
Q2 		$20.8M Sell
1,502,209
-2,046,468
-58% -$31.6M 0.01% 1284
2022
Q1 		$60.3M Buy
3,548,677
+2,547,606
+254% +$45.4M 0.02% 753
2021
Q4 		$19.6M Buy
1,001,071
+96,211
+11% +$1.98M 0.01% 1601
2021
Q3 		$19M Buy
904,860
+208,826
+30% +$4.49M 0.01% 1538
2021
Q2 		$16.1M Buy
696,034
+328,738
+90% +$6.89M 0.01% 1661
2021
Q1 		$7.37M Buy
+367,296
New +$7.47M ﹤0.01% 2228

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group's PDO Position: Q2 2026 in Review

UBS Group increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 2.1% in Q2 2026, buying an estimated $994K and bringing the position to 3,641,299 shares worth $48.1M. The position accounts for 0.01% of the portfolio, ranked #1777.

UBS Group first reported a position in PDO in Q1 2021 and has held it in 22 quarters since. The position peaked at $60.3M in Q1 2022. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • UBS Group held 3,641,299 shares of PIMCO Dynamic Income Opportunities Fund worth $48.1M as of Q2 2026.
  • UBS Group bought 75,842 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $994K.
  • PIMCO Dynamic Income Opportunities Fund made up 0.01% of UBS Group's portfolio in Q2 2026, its #1777 holding.
  • UBS Group first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2021 and has held it in 22 quarters since.
  • UBS Group's PIMCO Dynamic Income Opportunities Fund position peaked at $60.3M in Q1 2022.
  • 136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

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