UBS Group’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

UBS Group’s Portfolio BBUS Stock Details BBUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.78M	Buy	13,222 +7,800	+144%	+$1.02M	﹤0.01%	5210
2026 Q1	$635K	Buy	+5,422	New	+$665K	﹤0.01%	5899
2025 Q4	–	Sell	-330	Closed	-$39.8K	–	10506
2025 Q3	$39.8K	Buy	330 +224	+211%	+$26K	﹤0.01%	7727
2025 Q2	$11.9K	Buy	106 +100	+1,667%	+$10.3K	﹤0.01%	8765
2025 Q1	$605	Sell	6 -528	-99%	-$56.1K	﹤0.01%	9717
2024 Q4	$56.6K	Sell	534 -563	-51%	-$60K	﹤0.01%	7224
2024 Q3	$114K	Buy	+1,097	New	+$109K	﹤0.01%	6260
2024 Q2	–	Sell	-1,020	Closed	-$96.3K	–	9517
2024 Q1	$96.3K	Buy	+1,020	New	+$91.7K	﹤0.01%	6243
2023 Q4	–	Sell	-65	Closed	-$5.01K	–	9307
2023 Q3	$5.01K	Sell	65 -159	-71%	-$12.7K	﹤0.01%	7398
2023 Q2	$17.9K	Sell	224 -1,470	-87%	-$111K	﹤0.01%	6923
2023 Q1	$125K	Buy	1,694 +1,062	+168%	+$76.1K	﹤0.01%	5751
2022 Q4	$43.3K	Sell	632 -384	-38%	-$26.5K	﹤0.01%	6900
2022 Q3	$65K	Buy	+1,016	New	+$72.6K	﹤0.01%	6089
2022 Q1	–	Sell	-812	Closed	-$70K	–	10247
2021 Q4	$70K	Hold	812	–	–	﹤0.01%	6620
2021 Q3	$64K	Buy	+812	New	+$65.8K	﹤0.01%	6131
2020 Q4	–	Sell	-26	Closed	-$2K	–	8377
2020 Q3	$2K	Sell	26 -5,812	-100%	-$351K	﹤0.01%	7631
2020 Q2	$328K	Buy	5,838 +5,569	+2,070%	+$295K	﹤0.01%	4448
2020 Q1	$12K	Sell	269 -72	-21%	-$3.97K	﹤0.01%	6806
2019 Q4	$20K	Buy	+341	New	+$18.9K	﹤0.01%	6873
2019 Q3	–	Sell	-40	Closed	-$2K	–	7987
2019 Q2	$2K	Buy	+40	New	+$2.08K	﹤0.01%	7602

Other funds holding BBUS

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

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

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

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

Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

UBS Group's BBUS Position: Q2 2026 in Review

UBS Group increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 144% in Q2 2026, buying an estimated $1.02M and bringing the position to 13,222 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #5210.

UBS Group first reported a position in BBUS in Q2 2019 and has held it in 20 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

UBS Group held 13,222 shares of JPMorgan BetaBuilders US Equity ETF worth $1.78M as of Q2 2026.
UBS Group bought 7,800 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $1.02M.
JPMorgan BetaBuilders US Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5210 holding.
UBS Group first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2019 and has held it in 20 quarters since.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

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