UBS Group
BDIV

UBS Group’s AAM Brentview Dividend Growth ETF BDIV Stock Holding History

UBS Group’s Portfolio BDIV Stock Details BDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,241
Closed -$95.4K – 11360
2025
Q3 		$95.4K Sell
4,241
-1
-0% -$22 ﹤0.01% 7149
2025
Q2 		$89K Buy
4,242
+1,427
+51% +$28.2K ﹤0.01% 7326
2025
Q1 		$55K Buy
+2,815
New +$56.3K ﹤0.01% 7512

Other funds holding BDIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

UBS Group's BDIV Position: Q4 2025 in Review

UBS Group sold out of AAM Brentview Dividend Growth ETF (BDIV) in Q4 2025, closing a stake of 4,241 shares — an estimated $95.4K sold.

UBS Group first reported a position in BDIV in Q1 2025 and held it in 3 quarters. The position peaked at $95.4K in Q3 2025. 6 funds tracked by Wall St. Rank hold BDIV as of Q4 2025.

  • UBS Group reported no remaining AAM Brentview Dividend Growth ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 4,241 AAM Brentview Dividend Growth ETF shares in Q4 2025, an estimated $95.4K.
  • UBS Group first reported a position in AAM Brentview Dividend Growth ETF in Q1 2025 and held it in 3 quarters.
  • UBS Group's AAM Brentview Dividend Growth ETF position peaked at $95.4K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held AAM Brentview Dividend Growth ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.