UBS Group
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UBS Group’s Bahl & Gaynor Income Growth ETF BGIG Stock Holding History

UBS Group’s Portfolio BGIG Stock Details BGIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.1M Buy
+1,117,145
New +$38.9M 0.01% 1968
2025
Q2 		– Sell
-40
Closed -$1.19K – 10259
2025
Q1 		$1.19K Sell
40
-168
-81% -$5K ﹤0.01% 9560
2024
Q4 		$6.1K Buy
208
+198
+1,980% +$5.95K ﹤0.01% 8594
2024
Q3 		$300 Buy
+10
New +$288 ﹤0.01% 9011
2024
Q2 		– Sell
-1
Closed -$28 – 9525
2024
Q1 		$28 Buy
+1
New +$27 ﹤0.01% 8994

Other funds holding BGIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UBS Group's BGIG Position: Q2 2026 in Review

UBS Group opened a new position in Bahl & Gaynor Income Growth ETF (BGIG) in Q2 2026: 1,117,145 shares worth $40.1M. The stake represents 0.01% of the portfolio and ranks #1968 among its holdings. This is a return to the name: UBS Group previously reported a position in BGIG as recently as Q1 2025.

UBS Group first reported a position in BGIG in Q1 2024 and has held it in 5 quarters since. 100 funds tracked by Wall St. Rank hold BGIG as of Q2 2026.

  • UBS Group held 1,117,145 shares of Bahl & Gaynor Income Growth ETF worth $40.1M as of Q2 2026.
  • Bahl & Gaynor Income Growth ETF was a new UBS Group position in Q2 2026.
  • Bahl & Gaynor Income Growth ETF made up 0.01% of UBS Group's portfolio in Q2 2026, its #1968 holding.
  • UBS Group first reported a position in Bahl & Gaynor Income Growth ETF in Q1 2024 and has held it in 5 quarters since.
  • 100 funds tracked by Wall St. Rank held Bahl & Gaynor Income Growth ETF as of Q2 2026.

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