UBS Group’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History

UBS Group’s Portfolio BBSC Stock Details BBSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37.4K	Buy	407 +44	+12%	+$3.72K	﹤0.01%	7749
2026 Q1	$27.2K	Buy	+363	New	+$28.2K	﹤0.01%	7751
2025 Q2	–	Sell	-179	Closed	-$10.8K	–	10251
2025 Q1	$10.8K	Buy	+179	New	+$11.9K	﹤0.01%	8592
2024 Q2	–	Sell	-5	Closed	-$315	–	9516
2024 Q1	$315	Buy	+5	New	+$301	﹤0.01%	8631
2023 Q1	–	Sell	-196	Closed	-$10.2K	–	9601
2022 Q4	$10.2K	Buy	196 +117	+148%	+$6.21K	﹤0.01%	8558
2022 Q3	$4K	Sell	79 -77	-49%	-$4.18K	﹤0.01%	9330
2022 Q2	$8K	Buy	156 +15	+11%	+$826	﹤0.01%	8281
2022 Q1	$9K	Buy	+141	New	+$8.54K	﹤0.01%	8531
2021 Q4	–	Sell	-76	Closed	-$5K	–	10245
2021 Q3	$5K	Buy	+76	New	+$4.97K	﹤0.01%	8516

Other funds holding BBSC

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

UBS Group's BBSC Position: Q2 2026 in Review

UBS Group increased its JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) stake by 12% in Q2 2026, buying an estimated $3.72K and bringing the position to 407 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #7749.

UBS Group first reported a position in BBSC in Q3 2021 and has held it in 9 quarters since. 29 funds tracked by Wall St. Rank hold BBSC as of Q2 2026.

UBS Group held 407 shares of JPMorgan BetaBuilders US Small Cap Equity ETF worth $37.4K as of Q2 2026.
UBS Group bought 44 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q2 2026, an estimated $3.72K.
JPMorgan BetaBuilders US Small Cap Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7749 holding.
UBS Group first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q3 2021 and has held it in 9 quarters since.
29 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q2 2026.

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