UBS Group
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UBS Group’s ARK Space & Defense Innovation ETF ARKX Stock Holding History

UBS Group’s Portfolio ARKX Stock Details ARKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.61M Buy
223,056
+126,785
+132% +$4.27M ﹤0.01% 3749
2026
Q1 		$2.83M Buy
96,271
+23,435
+32% +$750K ﹤0.01% 4640
2025
Q4 		$2.11M Buy
72,836
+35,338
+94% +$1.03M ﹤0.01% 4933
2025
Q3 		$1.07M Sell
37,498
-54,500
-59% -$1.43M ﹤0.01% 5519
2025
Q2 		$2.22M Buy
91,998
+2,175
+2% +$43.4K ﹤0.01% 4701
2025
Q1 		$1.59M Buy
89,823
+15,656
+21% +$309K ﹤0.01% 4890
2024
Q4 		$1.45M Buy
74,167
+56,544
+321% +$1.02M ﹤0.01% 5014
2024
Q3 		$286K Sell
17,623
-2,226
-11% -$33.7K ﹤0.01% 5607
2024
Q2 		$296K Buy
19,849
+3,724
+23% +$55.6K ﹤0.01% 5400
2024
Q1 		$241K Sell
16,125
-4,643
-22% -$67.9K ﹤0.01% 5715
2023
Q4 		$320K Buy
20,768
+129
+0.6% +$1.81K ﹤0.01% 5451
2023
Q3 		$284K Buy
20,639
+8,379
+68% +$122K ﹤0.01% 5096
2023
Q2 		$186K Sell
12,260
-4,499
-27% -$62.5K ﹤0.01% 5529
2023
Q1 		$235K Buy
16,759
+2,553
+18% +$34.9K ﹤0.01% 5269
2022
Q4 		$176K Sell
14,206
-240
-2% -$3.08K ﹤0.01% 5563
2022
Q3 		$178K Buy
14,446
+8,726
+153% +$124K ﹤0.01% 5197
2022
Q2 		$76K Buy
5,720
+1,876
+49% +$28.4K ﹤0.01% 5619
2022
Q1 		$69K Sell
3,844
-6,730
-64% -$115K ﹤0.01% 6180
2021
Q4 		$198K Buy
10,574
+7,691
+267% +$152K ﹤0.01% 5697
2021
Q3 		$56K Buy
+2,883
New +$59K ﹤0.01% 6244

Other funds holding ARKX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JG
Jain Global New York $25.4B AUM 45.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
QPW
Quantum Private Wealth Tampa, Florida $390M AUM 58.18% 1-Year Est. Return

UBS Group's ARKX Position: Q2 2026 in Review

UBS Group increased its ARK Space & Defense Innovation ETF (ARKX) stake by 132% in Q2 2026, buying an estimated $4.27M and bringing the position to 223,056 shares worth $7.61M. The position accounts for ﹤0.01% of the portfolio, ranked #3749.

UBS Group first reported a position in ARKX in Q3 2021 and has held it in 20 quarters since. 170 funds tracked by Wall St. Rank hold ARKX as of Q2 2026.

  • UBS Group held 223,056 shares of ARK Space & Defense Innovation ETF worth $7.61M as of Q2 2026.
  • UBS Group bought 126,785 ARK Space & Defense Innovation ETF shares in Q2 2026, an estimated $4.27M.
  • ARK Space & Defense Innovation ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3749 holding.
  • UBS Group first reported a position in ARK Space & Defense Innovation ETF in Q3 2021 and has held it in 20 quarters since.
  • 170 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.