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
2026
Q2 		$12.6K Buy
+297
New +$12.6K ﹤0.01% 8435
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 $526M AUM 20.91% 1-Year Est. Return
LA
LM Advisors San Diego, California $866M AUM 26.16% 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 $8.83B AUM 38.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $156M AUM 16.68% 1-Year Est. Return
OWMIAS
One Wealth Management Investment & Advisory Services Miami Beach, Florida $95.3M AUM 25.31% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
APFP
Action Point Financial Planning Grand Rapids, Michigan $984M AUM

UBS Group's DIVD Position: Q2 2026 in Review

UBS Group opened a new position in Altrius Global Dividend ETF (DIVD) in Q2 2026: 297 shares worth $12.6K. The stake represents ﹤0.01% of the portfolio and ranks #8435 among its holdings. This is a return to the name: UBS Group previously reported a position in DIVD as recently as Q3 2025.

UBS Group first reported a position in DIVD in Q4 2022 and has held it in 7 quarters since. The position peaked at $17.5K in Q3 2025. 13 funds tracked by Wall St. Rank hold DIVD as of Q2 2026.

  • UBS Group held 297 shares of Altrius Global Dividend ETF worth $12.6K as of Q2 2026.
  • Altrius Global Dividend ETF was a new UBS Group position in Q2 2026.
  • Altrius Global Dividend ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8435 holding.
  • UBS Group first reported a position in Altrius Global Dividend ETF in Q4 2022 and has held it in 7 quarters since.
  • UBS Group's Altrius Global Dividend ETF position peaked at $17.5K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Altrius Global Dividend ETF as of Q2 2026.

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