UBS Group
APUE icon

UBS Group’s ActivePassive US Equity ETF APUE Stock Holding History

UBS Group’s Portfolio APUE Stock Details APUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$91.5K Buy
2,283
+2,199
+2,618% +$91.7K ﹤0.01% 7046
2025
Q4 		$3.5K Sell
84
-915
-92% -$37.9K ﹤0.01% 9007
2025
Q3 		$40.7K Buy
999
+881
+747% +$34.5K ﹤0.01% 7706
2025
Q2 		$4.44K Sell
118
-32,356
-100% -$1.12M ﹤0.01% 9266
2025
Q1 		$1.1M Buy
32,474
+28,268
+672% +$1.01M ﹤0.01% 5197
2024
Q4 		$150K Sell
4,206
-3,011
-42% -$109K ﹤0.01% 6627
2024
Q3 		$254K Buy
7,217
+4,492
+165% +$153K ﹤0.01% 5696
2024
Q2 		$90.8K Buy
+2,725
New +$87.4K ﹤0.01% 6241
2024
Q1 		– Sell
-17
Closed -$495 – 9262
2023
Q4 		$495 Sell
17
-4,984
-100% -$136K ﹤0.01% 8630
2023
Q3 		$131K Buy
5,001
+4,983
+27,683% +$135K ﹤0.01% 5664
2023
Q2 		$485 Buy
+18
New +$462 ﹤0.01% 8214

Other funds holding APUE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWA
Resolute Wealth Advisor Findlay, Ohio $176M AUM

UBS Group's APUE Position: Q1 2026 in Review

UBS Group increased its ActivePassive US Equity ETF (APUE) stake by 2,618% in Q1 2026, buying an estimated $91.7K and bringing the position to 2,283 shares worth $91.5K. The position accounts for ﹤0.01% of the portfolio, ranked #7046.

UBS Group first reported a position in APUE in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.1M in Q1 2025. 54 funds tracked by Wall St. Rank hold APUE as of Q1 2026.

  • UBS Group held 2,283 shares of ActivePassive US Equity ETF worth $91.5K as of Q1 2026.
  • UBS Group bought 2,199 ActivePassive US Equity ETF shares in Q1 2026, an estimated $91.7K.
  • ActivePassive US Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7046 holding.
  • UBS Group first reported a position in ActivePassive US Equity ETF in Q2 2023 and has held it in 11 quarters since.
  • UBS Group's ActivePassive US Equity ETF position peaked at $1.1M in Q1 2025.
  • 54 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q1 2026.

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