UBS Group’s Aldel Financial II Inc Units ALDFU Stock Holding History

UBS Group’s Portfolio ALDFU Stock Details ALDFU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.36K	Sell	409 -100	-20%	-$1.07K	﹤0.01%	8948
2025 Q4	$5.42K	Hold	509	–	–	﹤0.01%	8684
2025 Q3	$5.37K	Buy	+509	New	+$5.41K	﹤0.01%	8874

Other funds holding ALDFU

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

UBS Group's ALDFU Position: Q1 2026 in Review

UBS Group reduced its Aldel Financial II Inc Units (ALDFU) stake by 20% in Q1 2026, selling an estimated $1.07K and leaving 409 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #8948.

UBS Group first reported a position in ALDFU in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.42K in Q4 2025. 7 funds tracked by Wall St. Rank hold ALDFU as of Q1 2026.

UBS Group held 409 shares of Aldel Financial II Inc Units worth $4.36K as of Q1 2026.
UBS Group sold 100 Aldel Financial II Inc Units shares in Q1 2026, an estimated $1.07K.
Aldel Financial II Inc Units made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8948 holding.
UBS Group first reported a position in Aldel Financial II Inc Units in Q3 2025 and has held it in 3 quarters since.
UBS Group's Aldel Financial II Inc Units position peaked at $5.42K in Q4 2025.
7 funds tracked by Wall St. Rank held Aldel Financial II Inc Units as of Q1 2026.

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