UBS Group
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UBS Group’s Global X S&P Catholic Values Developed ex-US ETF CEFA Stock Holding History

UBS Group’s Portfolio CEFA Stock Details CEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.1K Buy
+684
New +$26.9K ﹤0.01% 7964
2025
Q2 		– Sell
-279
Closed -$9.36K – 10300
2025
Q1 		$9.36K Sell
279
-2,720
-91% -$86.1K ﹤0.01% 8692
2024
Q4 		$90.2K Sell
2,999
-200
-6% -$6.24K ﹤0.01% 6935
2024
Q3 		$105K Buy
+3,199
New +$100K ﹤0.01% 6320
2024
Q2 		– Sell
-3
Closed -$94 – 9571
2024
Q1 		$94 Sell
3
-1,046
-100% -$31.4K ﹤0.01% 8844
2023
Q4 		$31K Sell
1,049
-501
-32% -$13.9K ﹤0.01% 6828
2023
Q3 		$41.5K Buy
+1,550
New +$43.5K ﹤0.01% 6417
2023
Q1 		– Sell
-5
Closed -$129 – 9652
2022
Q4 		$129 Hold
5
– – ﹤0.01% 10368
2022
Q3 		$0 Hold
5
– – ﹤0.01% 10383
2022
Q2 		$0 Sell
5
-605
-99% -$16.1K ﹤0.01% 10366
2022
Q1 		$18K Buy
610
+605
+12,100% +$18K ﹤0.01% 7563
2021
Q4 		$0 Hold
5
– – ﹤0.01% 10281
2021
Q3 		$0 Buy
+5
New +$164 ﹤0.01% 9578

Other funds holding CEFA

CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $3.04B AUM 21.27% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
LWIC
Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.32B AUM 16.44% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return
SPW
Signet Private Wealth Chicago, Illinois $125M AUM
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

UBS Group's CEFA Position: Q2 2026 in Review

UBS Group opened a new position in Global X S&P Catholic Values Developed ex-US ETF (CEFA) in Q2 2026: 684 shares worth $27.1K. The stake represents ﹤0.01% of the portfolio and ranks #7964 among its holdings. This is a return to the name: UBS Group previously reported a position in CEFA as recently as Q1 2025.

UBS Group first reported a position in CEFA in Q3 2021 and has held it in 13 quarters since. The position peaked at $105K in Q3 2024. 38 funds tracked by Wall St. Rank hold CEFA as of Q2 2026.

  • UBS Group held 684 shares of Global X S&P Catholic Values Developed ex-US ETF worth $27.1K as of Q2 2026.
  • Global X S&P Catholic Values Developed ex-US ETF was a new UBS Group position in Q2 2026.
  • Global X S&P Catholic Values Developed ex-US ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7964 holding.
  • UBS Group first reported a position in Global X S&P Catholic Values Developed ex-US ETF in Q3 2021 and has held it in 13 quarters since.
  • UBS Group's Global X S&P Catholic Values Developed ex-US ETF position peaked at $105K in Q3 2024.
  • 38 funds tracked by Wall St. Rank held Global X S&P Catholic Values Developed ex-US ETF as of Q2 2026.

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