UBS Group
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UBS Group’s Avantis International Large Cap Value ETF AVIV Stock Holding History

UBS Group’s Portfolio AVIV Stock Details AVIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.9K Sell
166
-131
-44% -$10.2K ﹤0.01% 8426
2026
Q1 		$22.2K Buy
297
+267
+890% +$20.2K ﹤0.01% 7859
2025
Q4 		$2.14K Sell
30
-344
-92% -$23.8K ﹤0.01% 9371
2025
Q3 		$25.2K Hold
374
– – ﹤0.01% 8013
2025
Q2 		$23.3K Hold
374
– – ﹤0.01% 8337
2025
Q1 		$21.2K Buy
374
+239
+177% +$13.2K ﹤0.01% 8196
2024
Q4 		$7.01K Buy
135
+66
+96% +$3.55K ﹤0.01% 8511
2024
Q3 		$3.87K Buy
+69
New +$3.71K ﹤0.01% 8208
2024
Q1 		– Sell
-399
Closed -$20.5K – 9287
2023
Q4 		$20.5K Buy
+399
New +$19.4K ﹤0.01% 7089
2022
Q4 		– Sell
-2,187
Closed -$83K – 10715
2022
Q3 		$83K Buy
2,187
+1,271
+139% +$53.4K ﹤0.01% 5870
2022
Q2 		$39K Buy
916
+133
+17% +$6.27K ﹤0.01% 6115
2022
Q1 		$39K Buy
783
+699
+832% +$35.4K ﹤0.01% 6724
2021
Q4 		$4K Buy
+84
New +$4.25K ﹤0.01% 9497

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

UBS Group's AVIV Position: Q2 2026 in Review

UBS Group reduced its Avantis International Large Cap Value ETF (AVIV) stake by 44% in Q2 2026, selling an estimated $10.2K and leaving 166 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #8426.

UBS Group first reported a position in AVIV in Q4 2021 and has held it in 13 quarters since. The position peaked at $83K in Q3 2022. 191 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

  • UBS Group held 166 shares of Avantis International Large Cap Value ETF worth $12.9K as of Q2 2026.
  • UBS Group sold 131 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $10.2K.
  • Avantis International Large Cap Value ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8426 holding.
  • UBS Group first reported a position in Avantis International Large Cap Value ETF in Q4 2021 and has held it in 13 quarters since.
  • UBS Group's Avantis International Large Cap Value ETF position peaked at $83K in Q3 2022.
  • 191 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

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