UBS Group
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UBS Group’s Alger AI Enablers & Adopters ETF ALAI Stock Holding History

UBS Group’s Portfolio ALAI Stock Details ALAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,605
Closed -$166K – 11318
2025
Q4 		$166K Buy
+4,605
New +$170K ﹤0.01% 6663
2025
Q2 		– Sell
-1,796
Closed -$41.1K – 10958
2025
Q1 		$41.1K Buy
+1,796
New +$47.1K ﹤0.01% 7724

Other funds holding ALAI

AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFS
Sunrise Financial Services Burien, Washington $141M AUM

UBS Group's ALAI Position: Q1 2026 in Review

UBS Group sold out of Alger AI Enablers & Adopters ETF (ALAI) in Q1 2026, closing a stake of 4,605 shares — an estimated $166K sold.

UBS Group first reported a position in ALAI in Q1 2025 and held it in 2 quarters. The position peaked at $166K in Q4 2025. 69 funds tracked by Wall St. Rank hold ALAI as of Q1 2026.

  • UBS Group reported no remaining Alger AI Enablers & Adopters ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 4,605 Alger AI Enablers & Adopters ETF shares in Q1 2026, an estimated $166K.
  • UBS Group first reported a position in Alger AI Enablers & Adopters ETF in Q1 2025 and held it in 2 quarters.
  • UBS Group's Alger AI Enablers & Adopters ETF position peaked at $166K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Alger AI Enablers & Adopters ETF as of Q1 2026.

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