UBS Group
DIVZ icon

UBS Group’s Polen Dividend Income ETF DIVZ Stock Holding History

UBS Group’s Portfolio DIVZ Stock Details DIVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.8K Sell
692
-46
-6% -$1.74K ﹤0.01% 7775
2025
Q4 		$26.8K Buy
738
+399
+118% +$14.4K ﹤0.01% 7589
2025
Q3 		$12.3K Buy
339
+141
+71% +$5.06K ﹤0.01% 8440
2025
Q2 		$6.93K Buy
+198
New +$6.66K ﹤0.01% 9051
2024
Q3 		– Sell
-22
Closed -$664 – 9596
2024
Q2 		$664 Sell
22
-145
-87% -$4.34K ﹤0.01% 8824
2024
Q1 		$4.97K Sell
167
-1,002
-86% -$28.2K ﹤0.01% 7571
2023
Q4 		$32.5K Buy
+1,169
New +$31.4K ﹤0.01% 6802
2023
Q3 		– Sell
-261
Closed -$7.17K – 9552
2023
Q2 		$7.17K Sell
261
-1,659
-86% -$45.6K ﹤0.01% 7314
2023
Q1 		$53.3K Sell
1,920
-2,182
-53% -$62.3K ﹤0.01% 6407
2022
Q4 		$119K Buy
+4,102
New +$118K ﹤0.01% 5944
2022
Q3 		– Sell
-646
Closed -$18K – 10448
2022
Q2 		$18K Buy
+646
New +$19.2K ﹤0.01% 6999
2022
Q1 		– Sell
-1,268
Closed -$37K – 10367
2021
Q4 		$37K Buy
1,268
+84
+7% +$2.42K ﹤0.01% 7185
2021
Q3 		$33K Buy
+1,184
New +$33.8K ﹤0.01% 6663

Other funds holding DIVZ

4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
MAG
M3 Advisory Group Needham Heights, Massachusetts $162M AUM 23.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group's DIVZ Position: Q1 2026 in Review

UBS Group reduced its Polen Dividend Income ETF (DIVZ) stake by 6.2% in Q1 2026, selling an estimated $1.74K and leaving 692 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #7775.

UBS Group first reported a position in DIVZ in Q3 2021 and has held it in 13 quarters since. The position peaked at $119K in Q4 2022. 19 funds tracked by Wall St. Rank hold DIVZ as of Q1 2026.

  • UBS Group held 692 shares of Polen Dividend Income ETF worth $25.8K as of Q1 2026.
  • UBS Group sold 46 Polen Dividend Income ETF shares in Q1 2026, an estimated $1.74K.
  • Polen Dividend Income ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7775 holding.
  • UBS Group first reported a position in Polen Dividend Income ETF in Q3 2021 and has held it in 13 quarters since.
  • UBS Group's Polen Dividend Income ETF position peaked at $119K in Q4 2022.
  • 19 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.