UBS Group
ALTY icon

UBS Group’s Global X Alternative Income ETF ALTY Stock Holding History

UBS Group’s Portfolio ALTY Stock Details ALTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-26
Closed -$301 – 10185
2024
Q4 		$301 Sell
26
-6,366
-100% -$75.8K ﹤0.01% 9529
2024
Q3 		$77K Buy
6,392
+5,339
+507% +$62.4K ﹤0.01% 6540
2024
Q2 		$12K Buy
+1,053
New +$11.9K ﹤0.01% 7612
2024
Q1 		– Sell
-975
Closed -$11K – 9247
2023
Q4 		$11K Sell
975
-569
-37% -$6.19K ﹤0.01% 7409
2023
Q3 		$16.6K Buy
1,544
+1,486
+2,562% +$16.6K ﹤0.01% 6901
2023
Q2 		$655 Sell
58
-21,689
-100% -$244K ﹤0.01% 8149
2023
Q1 		$247K Buy
21,747
+9,419
+76% +$108K ﹤0.01% 5229
2022
Q4 		$136K Buy
+12,328
New +$136K ﹤0.01% 5809
2022
Q3 		– Sell
-568
Closed -$7K – 10287
2022
Q2 		$7K Buy
568
+529
+1,356% +$6.43K ﹤0.01% 8446
2022
Q1 		$1K Sell
39
-34
-47% -$438 ﹤0.01% 9832
2021
Q4 		$1K Buy
+73
New +$981 ﹤0.01% 9946
2021
Q3 		– Sell
-1,993
Closed -$27K – 9487
2021
Q2 		$27K Buy
+1,993
New +$26.7K ﹤0.01% 7029
2021
Q1 		– Sell
-579
Closed -$7K – 8952
2020
Q4 		$7K Buy
+579
New +$6.49K ﹤0.01% 7673
2020
Q2 		– Sell
-3,310
Closed -$29K – 7904
2020
Q1 		$29K Sell
3,310
-548
-14% -$7.24K ﹤0.01% 6233
2019
Q4 		$57K Buy
3,858
+854
+28% +$12.6K ﹤0.01% 6275
2019
Q3 		$45K Buy
+3,004
New +$44.7K ﹤0.01% 6253
2017
Q2 		– Sell
-767
Closed -$12K – 7629
2017
Q1 		$12K Sell
767
-2,025
-73% -$31.1K ﹤0.01% 6496
2016
Q4 		$42K Buy
2,792
+1,887
+209% +$28.2K ﹤0.01% 5959
2016
Q3 		$14K Buy
+905
New +$14.1K ﹤0.01% 6545
2016
Q2 		– Sell
-10
Closed – – 7687
2016
Q1 		$0 Buy
+10
New +$133 ﹤0.01% 7598

Other funds holding ALTY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $491M AUM 12.29% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group's ALTY Position: Q1 2025 in Review

UBS Group sold out of Global X Alternative Income ETF (ALTY) in Q1 2025, closing a stake of 26 shares — an estimated $301 sold.

UBS Group first reported a position in ALTY in Q1 2016 and held it in 20 quarters. The position peaked at $247K in Q1 2023. 18 funds tracked by Wall St. Rank hold ALTY as of Q1 2025.

  • UBS Group reported no remaining Global X Alternative Income ETF position as of Q1 2025 after selling out during the quarter.
  • UBS Group sold 26 Global X Alternative Income ETF shares in Q1 2025, an estimated $301.
  • UBS Group first reported a position in Global X Alternative Income ETF in Q1 2016 and held it in 20 quarters.
  • UBS Group's Global X Alternative Income ETF position peaked at $247K in Q1 2023.
  • 18 funds tracked by Wall St. Rank held Global X Alternative Income ETF as of Q1 2025.

Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.