UBS Group
DXYZ

UBS Group’s Destiny Tech100 DXYZ Stock Holding History

UBS Group’s Portfolio DXYZ Stock Details DXYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$916K Buy
34,189
+15,136
+79% +$437K ﹤0.01% 5617
2025
Q4 		$584K Sell
19,053
-10,586
-36% -$283K ﹤0.01% 5983
2025
Q3 		$631K Buy
29,639
+9,241
+45% +$276K ﹤0.01% 5912
2025
Q2 		$777K Buy
20,398
+9,893
+94% +$375K ﹤0.01% 5658
2025
Q1 		$372K Buy
10,505
+7,516
+251% +$356K ﹤0.01% 6090
2024
Q4 		$176K Buy
+2,989
New +$102K ﹤0.01% 6531
2024
Q3 		– Sell
-23,896
Closed -$364K – 10183
2024
Q2 		$364K Buy
23,896
+22,539
+1,661% +$489K ﹤0.01% 5237
2024
Q1 		$33.9K Buy
+1,357
New +$23.3K ﹤0.01% 6679

Other funds holding DXYZ

NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

UBS Group's DXYZ Position: Q1 2026 in Review

UBS Group increased its Destiny Tech100 (DXYZ) stake by 79% in Q1 2026, buying an estimated $437K and bringing the position to 34,189 shares worth $916K. The position accounts for ﹤0.01% of the portfolio, ranked #5617.

UBS Group first reported a position in DXYZ in Q1 2024 and has held it in 8 quarters since. 131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

  • UBS Group held 34,189 shares of Destiny Tech100 worth $916K as of Q1 2026.
  • UBS Group bought 15,136 Destiny Tech100 shares in Q1 2026, an estimated $437K.
  • Destiny Tech100 made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5617 holding.
  • UBS Group first reported a position in Destiny Tech100 in Q1 2024 and has held it in 8 quarters since.
  • 131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

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