UBS Group
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UBS Group’s Avantis US Equity ETF AVUS Stock Holding History

UBS Group’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.3M Sell
80,537
-1,325
-2% -$163K ﹤0.01% 3406
2026
Q1 		$9.1M Buy
81,862
+18,339
+29% +$2.1M ﹤0.01% 3466
2025
Q4 		$7.1M Sell
63,523
-6,973
-10% -$768K ﹤0.01% 3667
2025
Q3 		$7.66M Sell
70,496
-4,937
-7% -$518K ﹤0.01% 3584
2025
Q2 		$7.61M Sell
75,433
-11,722
-13% -$1.1M ﹤0.01% 3407
2025
Q1 		$8.05M Sell
87,155
-13,914
-14% -$1.36M ﹤0.01% 3281
2024
Q4 		$9.8M Buy
101,069
+5,859
+6% +$575K ﹤0.01% 3073
2024
Q3 		$9.06M Buy
95,210
+14,229
+18% +$1.31M ﹤0.01% 2465
2024
Q2 		$7.3M Buy
80,981
+12,987
+19% +$1.15M ﹤0.01% 2499
2024
Q1 		$6.09M Sell
67,994
-5,126
-7% -$433K ﹤0.01% 2764
2023
Q4 		$5.96M Buy
73,120
+21,225
+41% +$1.61M ﹤0.01% 2599
2023
Q3 		$3.8M Buy
51,895
+2,895
+6% +$220K ﹤0.01% 2842
2023
Q2 		$3.68M Sell
49,000
-14,174
-22% -$1.01M ﹤0.01% 2888
2023
Q1 		$4.48M Sell
63,174
-9,087
-13% -$643K ﹤0.01% 2623
2022
Q4 		$4.91M Buy
72,261
+31,150
+76% +$2.13M ﹤0.01% 2518
2022
Q3 		$2.56M Buy
41,111
+41,108
+1,370,267% +$2.82M ﹤0.01% 2943
2022
Q2 		$0 Hold
3
– – ﹤0.01% 10301
2022
Q1 		$0 Sell
3
-229
-99% -$17.4K ﹤0.01% 10232
2021
Q4 		$19K Buy
232
+229
+7,633% +$17.9K ﹤0.01% 7888
2021
Q3 		$0 Hold
3
– – ﹤0.01% 9518
2021
Q2 		$0 Hold
3
– – ﹤0.01% 9373
2021
Q1 		$0 Buy
+3
New +$201 ﹤0.01% 8977

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

UBS Group's AVUS Position: Q2 2026 in Review

UBS Group reduced its Avantis US Equity ETF (AVUS) stake by 1.6% in Q2 2026, selling an estimated $163K and leaving 80,537 shares worth $10.3M. The position accounts for ﹤0.01% of the portfolio, ranked #3406.

UBS Group first reported a position in AVUS in Q1 2021 and has held it in 22 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • UBS Group held 80,537 shares of Avantis US Equity ETF worth $10.3M as of Q2 2026.
  • UBS Group sold 1,325 Avantis US Equity ETF shares in Q2 2026, an estimated $163K.
  • Avantis US Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3406 holding.
  • UBS Group first reported a position in Avantis US Equity ETF in Q1 2021 and has held it in 22 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

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