UBS Group
DFVE icon

UBS Group’s DoubleLine Fortune 500 Equal Weight ETF DFVE Stock Holding History

UBS Group’s Portfolio DFVE Stock Details DFVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-580
Closed -$18.3K – 11279
2025
Q3 		$18.3K Buy
+580
New +$17.8K ﹤0.01% 8213
2025
Q2 		– Sell
-291
Closed -$8.21K – 10927
2025
Q1 		$8.21K Buy
+291
New +$8.39K ﹤0.01% 8770
2024
Q3 		– Sell
-3
Closed -$80 – 10156
2024
Q2 		$80 Buy
+3
New +$80 ﹤0.01% 9191

Other funds holding DFVE

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group's DFVE Position: Q4 2025 in Review

UBS Group sold out of DoubleLine Fortune 500 Equal Weight ETF (DFVE) in Q4 2025, closing a stake of 580 shares — an estimated $18.3K sold.

UBS Group first reported a position in DFVE in Q2 2024 and held it in 3 quarters. The position peaked at $18.3K in Q3 2025. 6 funds tracked by Wall St. Rank hold DFVE as of Q4 2025.

  • UBS Group reported no remaining DoubleLine Fortune 500 Equal Weight ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 580 DoubleLine Fortune 500 Equal Weight ETF shares in Q4 2025, an estimated $18.3K.
  • UBS Group first reported a position in DoubleLine Fortune 500 Equal Weight ETF in Q2 2024 and held it in 3 quarters.
  • UBS Group's DoubleLine Fortune 500 Equal Weight ETF position peaked at $18.3K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held DoubleLine Fortune 500 Equal Weight ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.