UBS Group
DIAL icon

UBS Group’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

UBS Group’s Portfolio DIAL Stock Details DIAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.5M Buy
685,843
+39,085
+6% +$711K ﹤0.01% 3200
2026
Q1 		$11.7M Buy
646,758
+45,368
+8% +$833K ﹤0.01% 3168
2025
Q4 		$11M Sell
601,390
-6,845
-1% -$126K ﹤0.01% 3181
2025
Q3 		$11.2M Buy
608,235
+4,569
+0.8% +$83.3K ﹤0.01% 3168
2025
Q2 		$11M Buy
603,666
+7,560
+1% +$135K ﹤0.01% 2986
2025
Q1 		$10.7M Sell
596,106
-3,189
-0.5% -$56.6K ﹤0.01% 2969
2024
Q4 		$10.5M Sell
599,295
-13,635
-2% -$245K ﹤0.01% 2989
2024
Q3 		$11.3M Buy
612,930
+20,568
+3% +$373K ﹤0.01% 2254
2024
Q2 		$10.5M Buy
592,362
+2,816
+0.5% +$49.4K ﹤0.01% 2181
2024
Q1 		$10.5M Buy
589,546
+486,262
+471% +$8.63M ﹤0.01% 2231
2023
Q4 		$1.86M Buy
103,284
+43,646
+73% +$748K ﹤0.01% 3897
2023
Q3 		$1M Buy
59,638
+2,149
+4% +$37.2K ﹤0.01% 4073
2023
Q2 		$1.01M Sell
57,489
-14,231
-20% -$251K ﹤0.01% 4231
2023
Q1 		$1.28M Buy
71,720
+8,164
+13% +$144K ﹤0.01% 3883
2022
Q4 		$1.1M Sell
63,556
-50,378
-44% -$865K ﹤0.01% 3981
2022
Q3 		$1.91M Sell
113,934
-236,701
-68% -$4.23M ﹤0.01% 3198
2022
Q2 		$6.19M Buy
350,635
+27,287
+8% +$499K ﹤0.01% 2197
2022
Q1 		$6.3M Buy
323,348
+14,639
+5% +$295K ﹤0.01% 2310
2021
Q4 		$6.58M Buy
308,709
+7,008
+2% +$149K ﹤0.01% 2544
2021
Q3 		$6.44M Buy
301,701
+11,461
+4% +$248K ﹤0.01% 2420
2021
Q2 		$6.25M Sell
290,240
-22,091
-7% -$473K ﹤0.01% 2460
2021
Q1 		$6.6M Sell
312,331
-12,740
-4% -$275K ﹤0.01% 2329
2020
Q4 		$7.18M Buy
325,071
+36,808
+13% +$801K ﹤0.01% 2125
2020
Q3 		$6.2M Buy
288,263
+7,674
+3% +$166K ﹤0.01% 2000
2020
Q2 		$5.93M Sell
280,589
-11,166
-4% -$231K ﹤0.01% 1909
2020
Q1 		$5.8M Sell
291,755
-17,551
-6% -$361K ﹤0.01% 1807
2019
Q4 		$6.44M Buy
309,306
+288,909
+1,416% +$6M ﹤0.01% 2355
2019
Q3 		$424K Sell
20,397
-122,920
-86% -$2.54M ﹤0.01% 4700
2019
Q2 		$2.93M Buy
143,317
+7,066
+5% +$141K ﹤0.01% 2806
2019
Q1 		$2.71M Buy
+136,251
New +$2.65M ﹤0.01% 2721
2018
Q3 		– Sell
-12,999
Closed -$248K – 8024
2018
Q2 		$248K Sell
12,999
-9,410
-42% -$181K ﹤0.01% 4796
2018
Q1 		$438K Sell
22,409
-835,503
-97% -$16.4M ﹤0.01% 4294
2017
Q4 		$17.1M Buy
+857,912
New +$17.1M 0.01% 1296

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

UBS Group's DIAL Position: Q2 2026 in Review

UBS Group increased its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 6% in Q2 2026, buying an estimated $711K and bringing the position to 685,843 shares worth $12.5M. The position accounts for ﹤0.01% of the portfolio, ranked #3200.

UBS Group first reported a position in DIAL in Q4 2017 and has held it in 33 quarters since. The position peaked at $17.1M in Q4 2017. 51 funds tracked by Wall St. Rank hold DIAL as of Q2 2026.

  • UBS Group held 685,843 shares of Columbia Diversified Fixed Income Allocation ETF worth $12.5M as of Q2 2026.
  • UBS Group bought 39,085 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2026, an estimated $711K.
  • Columbia Diversified Fixed Income Allocation ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3200 holding.
  • UBS Group first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2017 and has held it in 33 quarters since.
  • UBS Group's Columbia Diversified Fixed Income Allocation ETF position peaked at $17.1M in Q4 2017.
  • 51 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2026.

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