UBS Group
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UBS Group’s Bluemonte Large Cap Value ETF BVAL Stock Holding History

UBS Group’s Portfolio BVAL Stock Details BVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$37.5K Buy
+1,204
New +$38.3K ﹤0.01% 7876

Other funds holding BVAL

RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

UBS Group's BVAL Position: Q3 2026 in Review

UBS Group opened a new position in Bluemonte Large Cap Value ETF (BVAL) in Q3 2026: 1,204 shares worth $37.5K. The stake represents ﹤0.01% of the portfolio and ranks #7876 among its holdings.

6 funds tracked by Wall St. Rank hold BVAL as of Q3 2026.

  • UBS Group held 1,204 shares of Bluemonte Large Cap Value ETF worth $37.5K as of Q3 2026.
  • Bluemonte Large Cap Value ETF was a new UBS Group position in Q3 2026.
  • Bluemonte Large Cap Value ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #7876 holding.
  • 6 funds tracked by Wall St. Rank held Bluemonte Large Cap Value ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.