UBS Group
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UBS Group’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

UBS Group’s Portfolio CFA Stock Details CFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.8M Buy
194,273
+26,967
+16% +$2.53M ﹤0.01% 2718
2025
Q4 		$15.2M Sell
167,306
-3,673
-2% -$332K ﹤0.01% 2851
2025
Q3 		$15.6M Buy
170,979
+2,594
+2% +$232K ﹤0.01% 2844
2025
Q2 		$14.8M Sell
168,385
-481
-0.3% -$40.3K ﹤0.01% 2689
2025
Q1 		$14.3M Sell
168,866
-32,404
-16% -$2.8M ﹤0.01% 2679
2024
Q4 		$17.1M Sell
201,270
-36,786
-15% -$3.22M ﹤0.01% 2496
2024
Q3 		$20.5M Sell
238,056
-70,459
-23% -$5.79M ﹤0.01% 1804
2024
Q2 		$24.5M Sell
308,515
-7,872
-2% -$624K 0.01% 1518
2024
Q1 		$25.7M Sell
316,387
-11,372
-3% -$875K 0.01% 1495
2023
Q4 		$24.5M Sell
327,759
-5,232
-2% -$365K 0.01% 1447
2023
Q3 		$22.7M Buy
332,991
+6,492
+2% +$462K 0.01% 1393
2023
Q2 		$23.2M Sell
326,499
-5,644
-2% -$387K 0.01% 1334
2023
Q1 		$22.8M Sell
332,143
-10,896
-3% -$753K 0.01% 1300
2022
Q4 		$23.2M Buy
343,039
+427
+0.1% +$28.6K 0.01% 1305
2022
Q3 		$20.9M Sell
342,612
-11,241
-3% -$754K 0.01% 1243
2022
Q2 		$22.7M Buy
353,853
+4,037
+1% +$278K 0.01% 1229
2022
Q1 		$25.9M Sell
349,816
-11,609
-3% -$850K 0.01% 1246
2021
Q4 		$28.1M Sell
361,425
-41,223
-10% -$3.09M 0.01% 1343
2021
Q3 		$28.6M Sell
402,648
-8,612
-2% -$629K 0.01% 1220
2021
Q2 		$29.3M Sell
411,260
-5,563
-1% -$391K 0.01% 1196
2021
Q1 		$28M Sell
416,823
-35,843
-8% -$2.32M 0.01% 1207
2020
Q4 		$28.2M Sell
452,666
-106,365
-19% -$6.24M 0.01% 1122
2020
Q3 		$30.3M Sell
559,031
-114,673
-17% -$6.15M 0.01% 917
2020
Q2 		$34M Sell
673,704
-243,785
-27% -$11.7M 0.01% 788
2020
Q1 		$38.9M Sell
917,489
-56,830
-6% -$2.97M 0.02% 657
2019
Q4 		$55M Buy
974,319
+10,925
+1% +$593K 0.02% 727
2019
Q3 		$51M Sell
963,394
-71,831
-7% -$3.77M 0.02% 685
2019
Q2 		$54.3M Buy
1,035,225
+96,996
+10% +$4.97M 0.02% 633
2019
Q1 		$47.1M Sell
938,229
-178,344
-16% -$8.63M 0.02% 664
2018
Q4 		$49.1M Buy
1,116,573
+197,239
+21% +$9.4M 0.02% 601
2018
Q3 		$47.6M Buy
919,334
+32,145
+4% +$1.65M 0.02% 698
2018
Q2 		$43.8M Buy
887,189
+188,622
+27% +$9.33M 0.02% 712
2018
Q1 		$34.2M Buy
698,567
+115,323
+20% +$5.74M 0.01% 822
2017
Q4 		$28.5M Buy
583,244
+123,049
+27% +$5.83M 0.01% 963
2017
Q3 		$21M Buy
460,195
+119,125
+35% +$5.31M 0.01% 1076
2017
Q2 		$15.1M Sell
341,070
-55,729
-14% -$2.42M 0.01% 1234
2017
Q1 		$16.9M Buy
396,799
+171,602
+76% +$7.2M 0.01% 1134
2016
Q4 		$9.08M Buy
225,197
+220,009
+4,241% +$8.63M 0.01% 1577
2016
Q3 		$201K Buy
+5,188
New +$200K ﹤0.01% 4544

Other funds holding CFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

UBS Group's CFA Position: Q1 2026 in Review

UBS Group increased its VictoryShares US 500 Volatility Wtd ETF (CFA) stake by 16% in Q1 2026, buying an estimated $2.53M and bringing the position to 194,273 shares worth $17.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2718.

UBS Group first reported a position in CFA in Q3 2016 and has held it in 39 quarters since. The position peaked at $55M in Q4 2019. 71 funds tracked by Wall St. Rank hold CFA as of Q1 2026.

  • UBS Group held 194,273 shares of VictoryShares US 500 Volatility Wtd ETF worth $17.8M as of Q1 2026.
  • UBS Group bought 26,967 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2026, an estimated $2.53M.
  • VictoryShares US 500 Volatility Wtd ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2718 holding.
  • UBS Group first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q3 2016 and has held it in 39 quarters since.
  • UBS Group's VictoryShares US 500 Volatility Wtd ETF position peaked at $55M in Q4 2019.
  • 71 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2026.

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