UBS Group
DYLD icon

UBS Group’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

UBS Group’s Portfolio DYLD Stock Details DYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$495K Sell
22,067
-12,466
-36% -$281K ﹤0.01% 6096
2025
Q4 		$781K Sell
34,533
-12,519
-27% -$284K ﹤0.01% 5785
2025
Q3 		$1.07M Buy
47,052
+7,355
+19% +$167K ﹤0.01% 5522
2025
Q2 		$898K Buy
39,697
+10,004
+34% +$225K ﹤0.01% 5540
2025
Q1 		$668K Buy
29,693
+11,078
+60% +$250K ﹤0.01% 5616
2024
Q4 		$418K Buy
18,615
+15,665
+531% +$356K ﹤0.01% 5965
2024
Q3 		$67.6K Buy
2,950
+175
+6% +$3.99K ﹤0.01% 6626
2024
Q2 		$62.3K Buy
2,775
+2,131
+331% +$47.8K ﹤0.01% 6519
2024
Q1 		$14.5K Sell
644
-1,633
-72% -$36.9K ﹤0.01% 7064
2023
Q4 		$51.6K Buy
2,277
+2,131
+1,460% +$47.1K ﹤0.01% 6518
2023
Q3 		$3.18K Buy
+146
New +$3.24K ﹤0.01% 7599
2023
Q2 		– Sell
-3,267
Closed -$73.6K – 9068
2023
Q1 		$73.6K Buy
3,267
+2,609
+397% +$58.5K ﹤0.01% 6151
2022
Q4 		$14.5K Buy
658
+192
+41% +$4.23K ﹤0.01% 8065
2022
Q3 		$10K Sell
466
-652
-58% -$14.7K ﹤0.01% 8417
2022
Q2 		$25K Buy
1,118
+920
+465% +$21K ﹤0.01% 6595
2022
Q1 		$5K Sell
198
-63
-24% -$1.5K ﹤0.01% 9112
2021
Q4 		$7K Buy
261
+50
+24% +$1.25K ﹤0.01% 9142
2021
Q3 		$5K Buy
+211
New +$5.36K ﹤0.01% 8525

Other funds holding DYLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

UBS Group's DYLD Position: Q1 2026 in Review

UBS Group reduced its LeaderShares Dynamic Yield ETF (DYLD) stake by 36% in Q1 2026, selling an estimated $281K and leaving 22,067 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #6096.

UBS Group first reported a position in DYLD in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.07M in Q3 2025. 14 funds tracked by Wall St. Rank hold DYLD as of Q1 2026.

  • UBS Group held 22,067 shares of LeaderShares Dynamic Yield ETF worth $495K as of Q1 2026.
  • UBS Group sold 12,466 LeaderShares Dynamic Yield ETF shares in Q1 2026, an estimated $281K.
  • LeaderShares Dynamic Yield ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6096 holding.
  • UBS Group first reported a position in LeaderShares Dynamic Yield ETF in Q3 2021 and has held it in 18 quarters since.
  • UBS Group's LeaderShares Dynamic Yield ETF position peaked at $1.07M in Q3 2025.
  • 14 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q1 2026.

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