UBS Group’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,160
| Closed | -$16.7K | – | 10528 |
|
|
2025
Q4 | $16.7K | Buy |
+1,160
| New | +$17.4K | ﹤0.01% | 7910 |
|
|
2025
Q3 | – | Sell |
-15,125
| Closed | -$268K | – | 10367 |
|
|
2025
Q2 | $268K | Buy |
+15,125
| New | +$295K | ﹤0.01% | 6518 |
|
|
2025
Q1 | – | Sell |
-736
| Closed | -$13.6K | – | 10250 |
|
|
2024
Q4 | $13.6K | Sell |
736
-25,385
| -97% | -$488K | ﹤0.01% | 8133 |
|
|
2024
Q3 | $512K | Buy |
+26,121
| New | +$520K | ﹤0.01% | 5207 |
|
|
2024
Q2 | – | Sell |
-3,211
| Closed | -$57.8K | – | 9549 |
|
|
2024
Q1 | $57.8K | Buy |
3,211
+870
| +37% | +$15.8K | ﹤0.01% | 6446 |
|
|
2023
Q4 | $39.7K | Buy |
+2,341
| New | +$46.5K | ﹤0.01% | 6676 |
|
|
2023
Q3 | – | Sell |
-1,692
| Closed | -$31.7K | – | 9490 |
|
|
2023
Q2 | $31.7K | Buy |
1,692
+1,539
| +1,006% | +$31K | ﹤0.01% | 6687 |
|
|
2023
Q1 | $3.12K | Hold |
153
| – | – | ﹤0.01% | 8376 |
|
|
2022
Q4 | $3.25K | Sell |
153
-27,960
| -99% | -$580K | ﹤0.01% | 9542 |
|
|
2022
Q3 | $572K | Buy |
+28,113
| New | +$560K | ﹤0.01% | 4208 |
|
|
2022
Q2 | – | Sell |
-233
| Closed | -$4K | – | 10342 |
|
|
2022
Q1 | $4K | Buy |
+233
| New | +$4.29K | ﹤0.01% | 9274 |
|
|
2021
Q4 | – | Sell |
-1,122
| Closed | -$19K | – | 10267 |
|
|
2021
Q3 | $19K | Sell |
1,122
-282
| -20% | -$4.84K | ﹤0.01% | 7198 |
|
|
2021
Q2 | $24K | Sell |
1,404
-1,642
| -54% | -$27.8K | ﹤0.01% | 7132 |
|
|
2021
Q1 | $52K | Buy |
3,046
+1,484
| +95% | +$26.6K | ﹤0.01% | 6492 |
|
|
2020
Q4 | $30K | Sell |
1,562
-281
| -15% | -$5.87K | ﹤0.01% | 6627 |
|
|
2020
Q3 | $43K | Buy |
1,843
+1,728
| +1,503% | +$41.4K | ﹤0.01% | 5742 |
|
|
2020
Q2 | $3K | Buy |
+115
| New | +$2.84K | ﹤0.01% | 7524 |
|
|
2020
Q1 | – | Sell |
-323
| Closed | -$7K | – | 7972 |
|
|
2019
Q4 | $7K | Buy |
+323
| New | +$7.48K | ﹤0.01% | 7436 |
|
|
2018
Q3 | – | Sell |
-900
| Closed | -$18K | – | 7988 |
|
|
2018
Q2 | $18K | Sell |
900
-92
| -9% | -$1.77K | ﹤0.01% | 6765 |
|
|
2018
Q1 | $19K | Sell |
992
-449
| -31% | -$8.41K | ﹤0.01% | 6442 |
|
|
2017
Q4 | $28K | Sell |
1,441
-3,356
| -70% | -$64.9K | ﹤0.01% | 6293 |
|
|
2017
Q3 | $92K | Sell |
4,797
-3,237
| -40% | -$64.8K | ﹤0.01% | 5365 |
|
|
2017
Q2 | $161K | Sell |
8,034
-210
| -3% | -$4.23K | ﹤0.01% | 4875 |
|
|
2017
Q1 | $163K | Buy |
8,244
+7,102
| +622% | +$138K | ﹤0.01% | 4764 |
|
|
2016
Q4 | $23K | Buy |
1,142
+582
| +104% | +$11.8K | ﹤0.01% | 6422 |
|
|
2016
Q3 | $12K | Sell |
560
-1,607
| -74% | -$35.1K | ﹤0.01% | 6648 |
|
|
2016
Q2 | $50K | Buy |
2,167
+1,117
| +106% | +$24.5K | ﹤0.01% | 5517 |
|
|
2016
Q1 | $23K | Buy |
1,050
+281
| +37% | +$6.28K | ﹤0.01% | 6085 |
|
|
2015
Q4 | $16K | Sell |
769
-1,478
| -66% | -$30.2K | ﹤0.01% | 6945 |
|
|
2015
Q3 | $48K | Buy |
2,247
+1,653
| +278% | +$33.6K | ﹤0.01% | 5875 |
|
|
2015
Q2 | $11K | Buy |
594
+200
| +51% | +$3.87K | ﹤0.01% | 7378 |
|
|
2015
Q1 | $8K | Sell |
394
-106
| -21% | -$2.16K | ﹤0.01% | 7797 |
|
|
2014
Q4 | $10K | Buy |
+500
| New | +$9.97K | ﹤0.01% | 8372 |
|
Other funds holding BTAL
PPW
FDCDDQ
CCA
AWM
OIA
KF
UBS Group's BTAL Position: Q1 2026 in Review
UBS Group sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q1 2026, closing a stake of 1,160 shares — an estimated $16.7K sold.
UBS Group first reported a position in BTAL in Q4 2014 and held it in 33 quarters. The position peaked at $572K in Q3 2022. 87 funds tracked by Wall St. Rank hold BTAL as of Q1 2026.
- UBS Group reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q1 2026 after selling out during the quarter.
- UBS Group sold 1,160 AGF US Market Neutral Anti-Beta Fund shares in Q1 2026, an estimated $16.7K.
- UBS Group first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2014 and held it in 33 quarters.
- UBS Group's AGF US Market Neutral Anti-Beta Fund position peaked at $572K in Q3 2022.
- 87 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.