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
2026
Q2 		$23.9K Buy
+666
New +$23.1K ﹤0.01% 8056
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 $9.72B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

UBS Group's DFVE Position: Q2 2026 in Review

UBS Group opened a new position in DoubleLine Fortune 500 Equal Weight ETF (DFVE) in Q2 2026: 666 shares worth $23.9K. The stake represents ﹤0.01% of the portfolio and ranks #8056 among its holdings. This is a return to the name: UBS Group previously reported a position in DFVE as recently as Q3 2025.

UBS Group first reported a position in DFVE in Q2 2024 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold DFVE as of Q2 2026.

  • UBS Group held 666 shares of DoubleLine Fortune 500 Equal Weight ETF worth $23.9K as of Q2 2026.
  • DoubleLine Fortune 500 Equal Weight ETF was a new UBS Group position in Q2 2026.
  • DoubleLine Fortune 500 Equal Weight ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8056 holding.
  • UBS Group first reported a position in DoubleLine Fortune 500 Equal Weight ETF in Q2 2024 and has held it in 4 quarters since.
  • 7 funds tracked by Wall St. Rank held DoubleLine Fortune 500 Equal Weight ETF as of Q2 2026.

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