UBS Group
DIVD icon

UBS Group’s Altrius Global Dividend ETF DIVD Stock Holding History

UBS Group’s Portfolio DIVD Stock Details DIVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-475
Closed -$17.5K – 10628
2025
Q3 		$17.5K Buy
475
+462
+3,554% +$16.8K ﹤0.01% 8243
2025
Q2 		$464 Buy
+13
New +$445 ﹤0.01% 9820
2024
Q2 		– Sell
-52
Closed -$1.75K – 9626
2024
Q1 		$1.75K Buy
+52
New +$1.67K ﹤0.01% 8064
2023
Q4 		– Sell
-123
Closed -$3.61K – 9405
2023
Q3 		$3.61K Buy
+123
New +$3.7K ﹤0.01% 7536
2023
Q2 		– Sell
-17
Closed -$501 – 9042
2023
Q1 		$501 Sell
17
-85
-83% -$2.51K ﹤0.01% 9006
2022
Q4 		$2.92K Buy
+102
New +$2.81K ﹤0.01% 9601

Other funds holding DIVD

ACM
Altrius Capital Management New Bern, North Carolina $503M AUM 19.46% 1-Year Est. Return
OWMIAS
One Wealth Management Investment & Advisory Services Miami Beach, Florida $95.3M AUM 25.31% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $156M AUM 16.68% 1-Year Est. Return
CAGAS
Capital Advisory Group Advisory Services Bloomington, Minnesota $305K AUM 8.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's DIVD Position: Q4 2025 in Review

UBS Group sold out of Altrius Global Dividend ETF (DIVD) in Q4 2025, closing a stake of 475 shares — an estimated $17.5K sold.

UBS Group first reported a position in DIVD in Q4 2022 and held it in 6 quarters. The position peaked at $17.5K in Q3 2025. 10 funds tracked by Wall St. Rank hold DIVD as of Q4 2025.

  • UBS Group reported no remaining Altrius Global Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 475 Altrius Global Dividend ETF shares in Q4 2025, an estimated $17.5K.
  • UBS Group first reported a position in Altrius Global Dividend ETF in Q4 2022 and held it in 6 quarters.
  • UBS Group's Altrius Global Dividend ETF position peaked at $17.5K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Altrius Global Dividend ETF as of Q4 2025.

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