UBS Group
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UBS Group’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

UBS Group’s Portfolio AESR Stock Details AESR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,162
Closed -$23.9K – 10445
2025
Q3 		$23.9K Sell
1,162
-16,622
-93% -$327K ﹤0.01% 8039
2025
Q2 		$337K Buy
17,784
+9,291
+109% +$160K ﹤0.01% 6350
2025
Q1 		$140K Buy
8,493
+8,061
+1,866% +$141K ﹤0.01% 6786
2024
Q4 		$7.47K Buy
432
+75
+21% +$1.31K ﹤0.01% 8473
2024
Q3 		$6.07K Buy
357
+300
+526% +$4.92K ﹤0.01% 7997
2024
Q2 		$932 Sell
57
-173
-75% -$2.7K ﹤0.01% 8729
2024
Q1 		$3.58K Sell
230
-1,242
-84% -$18.2K ﹤0.01% 7723
2023
Q4 		$20.3K Buy
1,472
+902
+158% +$11.5K ﹤0.01% 7095
2023
Q3 		$6.97K Buy
+570
New +$7.27K ﹤0.01% 7256
2023
Q2 		– Sell
-2,683
Closed -$32.2K – 8831
2023
Q1 		$32.2K Buy
2,683
+1,824
+212% +$21.3K ﹤0.01% 6745
2022
Q4 		$9.8K Sell
859
-4,268
-83% -$48.9K ﹤0.01% 8603
2022
Q3 		$54K Sell
5,127
-1,370
-21% -$15.9K ﹤0.01% 6273
2022
Q2 		$72K Buy
6,497
+6,019
+1,259% +$72.8K ﹤0.01% 5659
2022
Q1 		$6K Buy
478
+339
+244% +$4.46K ﹤0.01% 8944
2021
Q4 		$2K Sell
139
-815
-85% -$11.7K ﹤0.01% 9776
2021
Q3 		$13K Sell
954
-400
-30% -$5.59K ﹤0.01% 7651
2021
Q2 		$18K Buy
1,354
+1,151
+567% +$15.2K ﹤0.01% 7436
2021
Q1 		$3K Sell
203
-2,416
-92% -$29.6K ﹤0.01% 8497
2020
Q4 		$31K Buy
2,619
+2,315
+762% +$26.4K ﹤0.01% 6594
2020
Q3 		$3K Buy
+304
New +$3.25K ﹤0.01% 7505

Other funds holding AESR

Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return
Anfield Capital Management
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
XY Planning Network
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
J.M. Arbour
J.M. Arbour Gardiner, Maine $116M AUM
Independent Advisor Alliance
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
SLT Holdings
SLT Holdings Scottsdale, Arizona $171M AUM 34.87% 1-Year Est. Return

UBS Group's AESR Position: Q4 2025 in Review

UBS Group sold out of Anfield US Equity Sector Rotation ETF (AESR) in Q4 2025, closing a stake of 1,162 shares — an estimated $23.9K sold.

UBS Group first reported a position in AESR in Q3 2020 and held it in 20 quarters. The position peaked at $337K in Q2 2025. 22 funds tracked by Wall St. Rank hold AESR as of Q4 2025.

  • UBS Group reported no remaining Anfield US Equity Sector Rotation ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 1,162 Anfield US Equity Sector Rotation ETF shares in Q4 2025, an estimated $23.9K.
  • UBS Group first reported a position in Anfield US Equity Sector Rotation ETF in Q3 2020 and held it in 20 quarters.
  • UBS Group's Anfield US Equity Sector Rotation ETF position peaked at $337K in Q2 2025.
  • 22 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.