UBS Group AG OCS — OCULIS HOLDING AG

Ownership history in UBS Group AG  ·  12 quarters on record

AI Ownership Summary

UBS Group AG reported OCULIS HOLDING AG (OCS) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows OCS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OCS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UBS Group AG's position in OCULIS HOLDING AG, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

OCS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OCS stock page UBS Group AG fund profile UBS Group AG full holdings
How UBS Group AG held OCS — position size vs. price
% of Fund (quarterly)    OCS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 62,746 +16,830 +36.7% 0.00% $1.7M 2026-05-05 $27.75
2025 Q4 REDUCED 38.6% +33.1% ❌ 45,916 -28,816 -38.6% 0.00% $917K 2026-01-29 $28.24
2025 Q3 REDUCED 40.9% +13.8% ❌ 74,732 -51,783 -40.9% 0.00% $1.3M 2025-11-13 $19.29
2025 Q2 ADDED — — — 126,515 +13,550 +12.0% 0.00% $2.5M 2025-08-14 $17.80
2025 Q1 ADDED — — — 112,965 +4,123 +3.8% 0.00% $2.1M 2025-05-13 $17.76
2024 Q4 ADDED — — — 108,842 +91,065 +512.3% 0.00% $1.9M 2025-02-14 $21.59
2024 Q3 ADDED — — — 17,777 +1,277 +7.7% 0.00% $218K 2024-11-14 $14.71
2024 Q2 ADDED — — — 16,500 +15,403 +1404.1% 0.00% $197K 2024-08-14 $11.95
2024 Q1 REDUCED 45.2% -1.3% ✅ 1,097 -905 -45.2% 0.00% $13K 2024-05-13 $12.07
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding OCS

As of 2026 Q1 — sorted by position size

Gildi - lifeyrissjodur 32.62% SYQUANT CAPITAL SAS 3Y 0.93% Aberdeen Group plc 3Y 7Y 0.07% Aventura Private Wealth, LLC 0.04% Compagnie Lombard Odier SCmA 3Y 7Y 0.03% Simplify Asset Management Inc. 3Y 0.03% Koshinski Asset Management, Inc. 3Y 7Y 0.01% Y-Intercept (Hong Kong) Ltd 3Y 0.01% DUPONT CAPITAL MANAGEMENT CORP 3Y 7Y 0.0%

FAQ About UBS Group AG and OCS

These are the practical questions this page is built to answer before you even open the full history table.

How long has UBS Group AG reported owning OCS?

UBS Group AG reported OCS across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported OCS position in UBS Group AG's portfolio?

The largest reported portfolio weight for OCS was 0.00% in 2025 Q2.

What is the latest reported OCS position on this page?

The most recent filing on this page is 2026 Q1, when UBS Group AG reported 62,746 shares, equal to 0.00% of portfolio, with an estimated market value of $1.7M.

What does the chart on this OCS ownership page compare?

The chart compares UBS Group AG's quarterly OCS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did UBS Group AG time their OCS position?

Based on 13F filing dates vs. subsequent OCS price moves, UBS Group AG correctly timed 9 out of 11 reported position changes (82%). The annualised alpha on OCS relative to SPY over the holding period was +12.1%.

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