UBS Group’s Bluemonte Large Cap Core ETF BLUC Stock Holding History

UBS Group’s Portfolio BLUC Stock Details BLUC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.36K	Buy	+237	New	+$6.69K	﹤0.01%	8699
2025 Q3	–	Sell	-75	Closed	-$1.95K	–	11334
2025 Q2	$1.95K	Buy	+75	New	+$1.92K	﹤0.01%	9545

Other funds holding BLUC

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

UBS Group's BLUC Position: Q1 2026 in Review

UBS Group opened a new position in Bluemonte Large Cap Core ETF (BLUC) in Q1 2026: 237 shares worth $6.36K. The stake represents ﹤0.01% of the portfolio and ranks #8699 among its holdings. This is a return to the name: UBS Group previously reported a position in BLUC as recently as Q2 2025.

UBS Group first reported a position in BLUC in Q2 2025 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold BLUC as of Q1 2026.

UBS Group held 237 shares of Bluemonte Large Cap Core ETF worth $6.36K as of Q1 2026.
Bluemonte Large Cap Core ETF was a new UBS Group position in Q1 2026.
Bluemonte Large Cap Core ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8699 holding.
UBS Group first reported a position in Bluemonte Large Cap Core ETF in Q2 2025 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held Bluemonte Large Cap Core ETF as of Q1 2026.

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