UBS Group
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UBS Group’s Congress SMid Growth ETF CSMD Stock Holding History

UBS Group’s Portfolio CSMD Stock Details CSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.28K Sell
237
-256
-52% -$8.46K ﹤0.01% 8599
2025
Q4 		$15.6K Buy
+493
New +$16.1K ﹤0.01% 7955
2025
Q3 		– Sell
-13,268
Closed -$414K – 10400
2025
Q2 		$414K Buy
13,268
+2,684
+25% +$78.1K ﹤0.01% 6167
2025
Q1 		$293K Buy
+10,584
New +$314K ﹤0.01% 6265
2024
Q4 		– Sell
-109
Closed -$3.26K – 9997
2024
Q3 		$3.26K Sell
109
-741
-87% -$21.6K ﹤0.01% 8297
2024
Q2 		$24.4K Buy
850
+109
+15% +$3.12K ﹤0.01% 7179
2024
Q1 		$22.3K Buy
+741
New +$20.6K ﹤0.01% 6880

Other funds holding CSMD

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

UBS Group's CSMD Position: Q1 2026 in Review

UBS Group reduced its Congress SMid Growth ETF (CSMD) stake by 52% in Q1 2026, selling an estimated $8.46K and leaving 237 shares worth $7.28K. The position accounts for ﹤0.01% of the portfolio, ranked #8599.

UBS Group first reported a position in CSMD in Q1 2024 and has held it in 7 quarters since. The position peaked at $414K in Q2 2025. 37 funds tracked by Wall St. Rank hold CSMD as of Q1 2026.

  • UBS Group held 237 shares of Congress SMid Growth ETF worth $7.28K as of Q1 2026.
  • UBS Group sold 256 Congress SMid Growth ETF shares in Q1 2026, an estimated $8.46K.
  • Congress SMid Growth ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8599 holding.
  • UBS Group first reported a position in Congress SMid Growth ETF in Q1 2024 and has held it in 7 quarters since.
  • UBS Group's Congress SMid Growth ETF position peaked at $414K in Q2 2025.
  • 37 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q1 2026.

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