UBS AM
LSGR icon

UBS AM’s Natixis Loomis Sayles Focused Growth ETF LSGR Stock Holding History

UBS AM’s Portfolio LSGR Stock Details LSGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.52M Hold
225,991
– – ﹤0.01% 1271
2026
Q1 		$8.9M Buy
+225,991
New +$9.58M ﹤0.01% 1244

Other funds holding LSGR

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

UBS AM's LSGR Position: Q2 2026 in Review

UBS AM held its Natixis Loomis Sayles Focused Growth ETF (LSGR) position steady in Q2 2026 at 225,991 shares worth $9.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

UBS AM first reported a position in LSGR in Q1 2026 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold LSGR as of Q2 2026.

  • UBS AM held 225,991 shares of Natixis Loomis Sayles Focused Growth ETF worth $9.52M as of Q2 2026.
  • UBS AM left its Natixis Loomis Sayles Focused Growth ETF share count unchanged in Q2 2026.
  • Natixis Loomis Sayles Focused Growth ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1271 holding.
  • UBS AM first reported a position in Natixis Loomis Sayles Focused Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 60 funds tracked by Wall St. Rank held Natixis Loomis Sayles Focused Growth ETF as of Q2 2026.

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