UBS Group
BDVL

UBS Group’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

UBS Group’s Portfolio BDVL Stock Details BDVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.89K Buy
+239
New +$6.01K ﹤0.01% 8735
2025
Q4 		– Sell
-6,233
Closed -$156K – 11609
2025
Q3 		$156K Buy
+6,233
New +$155K ﹤0.01% 6811

Other funds holding BDVL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.34B AUM 15.16% 1-Year Est. Return

UBS Group's BDVL Position: Q1 2026 in Review

UBS Group opened a new position in iShares Disciplined Volatility Equity Active ETF (BDVL) in Q1 2026: 239 shares worth $5.89K. The stake represents ﹤0.01% of the portfolio and ranks #8735 among its holdings. This is a return to the name: UBS Group previously reported a position in BDVL as recently as Q3 2025.

UBS Group first reported a position in BDVL in Q3 2025 and has held it in 2 quarters since. The position peaked at $156K in Q3 2025. 91 funds tracked by Wall St. Rank hold BDVL as of Q1 2026.

  • UBS Group held 239 shares of iShares Disciplined Volatility Equity Active ETF worth $5.89K as of Q1 2026.
  • iShares Disciplined Volatility Equity Active ETF was a new UBS Group position in Q1 2026.
  • iShares Disciplined Volatility Equity Active ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8735 holding.
  • UBS Group first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 2 quarters since.
  • UBS Group's iShares Disciplined Volatility Equity Active ETF position peaked at $156K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.