UBS Group
CHGX icon

UBS Group’s AXS Change Finance ESG ETF CHGX Stock Holding History

UBS Group’s Portfolio CHGX Stock Details CHGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$295 Sell
11
-263
-96% -$7.3K ﹤0.01% 9975
2025
Q4 		$7.45K Sell
274
-16,013
-98% -$438K ﹤0.01% 8441
2025
Q3 		$445K Buy
16,287
+2,706
+20% +$71.9K ﹤0.01% 6182
2025
Q2 		$354K Buy
+13,581
New +$329K ﹤0.01% 6302

Other funds holding CHGX

PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
SC
Stance Capital Boston, Massachusetts $206M AUM 22.76% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
WA
Westfuller Advisors New York $232M AUM 15.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group's CHGX Position: Q1 2026 in Review

UBS Group reduced its AXS Change Finance ESG ETF (CHGX) stake by 96% in Q1 2026, selling an estimated $7.3K and leaving 11 shares worth $295. The position accounts for ﹤0.01% of the portfolio, ranked #9975.

UBS Group first reported a position in CHGX in Q2 2025 and has held it in 4 quarters since. The position peaked at $445K in Q3 2025. 44 funds tracked by Wall St. Rank hold CHGX as of Q1 2026.

  • UBS Group held 11 shares of AXS Change Finance ESG ETF worth $295 as of Q1 2026.
  • UBS Group sold 263 AXS Change Finance ESG ETF shares in Q1 2026, an estimated $7.3K.
  • AXS Change Finance ESG ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9975 holding.
  • UBS Group first reported a position in AXS Change Finance ESG ETF in Q2 2025 and has held it in 4 quarters since.
  • UBS Group's AXS Change Finance ESG ETF position peaked at $445K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q1 2026.

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