UBS Group
DYNF icon

UBS Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

UBS Group’s Portfolio DYNF Stock Details DYNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$122M Buy
2,097,178
+538,405
+35% +$32.6M 0.02% 909
2025
Q4 		$94.8M Buy
1,558,773
+408,424
+36% +$24.6M 0.02% 1057
2025
Q3 		$68.1M Buy
1,150,349
+431,806
+60% +$24.5M 0.01% 1340
2025
Q2 		$39.1M Sell
718,543
-829,253
-54% -$41.6M 0.01% 1737
2025
Q1 		$75.5M Buy
1,547,796
+759,470
+96% +$39M 0.01% 1119
2024
Q4 		$40.4M Buy
788,326
+757,662
+2,471% +$39M 0.01% 1642
2024
Q3 		$1.52M Buy
+30,664
New +$1.46M ﹤0.01% 4266
2023
Q3 		– Sell
-1,055
Closed -$37.8K – 9570
2023
Q2 		$37.8K Sell
1,055
-837
-44% -$28K ﹤0.01% 6616
2023
Q1 		$61.3K Sell
1,892
-8,823
-82% -$275K ﹤0.01% 6287
2022
Q4 		$315K Buy
10,715
+7,512
+235% +$222K ﹤0.01% 5074
2022
Q3 		$88K Buy
+3,203
New +$97.7K ﹤0.01% 5814
2022
Q2 		– Sell
-717
Closed -$25K – 10443
2022
Q1 		$25K Buy
+717
New +$24.6K ﹤0.01% 7185
2021
Q4 		– Sell
-490
Closed -$18K – 10345
2021
Q3 		$18K Buy
490
+450
+1,125% +$16.7K ﹤0.01% 7272
2021
Q2 		$1K Sell
40
-680
-94% -$24.1K ﹤0.01% 9140
2021
Q1 		$24K Sell
720
-5,951
-89% -$197K ﹤0.01% 7203
2020
Q4 		$211K Sell
6,671
-37,212
-85% -$1.11M ﹤0.01% 5212
2020
Q3 		$1.23M Sell
43,883
-28,946
-40% -$801K ﹤0.01% 3494
2020
Q2 		$1.91M Buy
+72,829
New +$1.82M ﹤0.01% 2916

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

UBS Group's DYNF Position: Q1 2026 in Review

UBS Group increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 35% in Q1 2026, buying an estimated $32.6M and bringing the position to 2,097,178 shares worth $122M. The position accounts for 0.02% of the portfolio, ranked #909.

UBS Group first reported a position in DYNF in Q2 2020 and has held it in 18 quarters since. 822 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

  • UBS Group held 2,097,178 shares of BlackRock US Equity Factor Rotation ETF worth $122M as of Q1 2026.
  • UBS Group bought 538,405 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $32.6M.
  • BlackRock US Equity Factor Rotation ETF made up 0.02% of UBS Group's portfolio in Q1 2026, its #909 holding.
  • UBS Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2020 and has held it in 18 quarters since.
  • 822 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

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