UBS Group
EQTY icon

UBS Group’s Kovitz Core Equity ETF EQTY Stock Holding History

UBS Group’s Portfolio EQTY Stock Details EQTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$176K Buy
6,065
+4,505
+289% +$131K ﹤0.01% 6836
2026
Q2 		$43.6K Buy
1,560
+1,032
+195% +$28.2K ﹤0.01% 7645
2026
Q1 		$13.4K Sell
528
-147
-22% -$3.98K ﹤0.01% 8215
2025
Q4 		$18.2K Sell
675
-25,940
-97% -$681K ﹤0.01% 7853
2025
Q3 		$683K Sell
26,615
-43,057
-62% -$1.1M ﹤0.01% 5861
2025
Q2 		$1.74M Sell
69,672
-6,314
-8% -$147K ﹤0.01% 4958
2025
Q1 		$1.76M Buy
75,986
+69,624
+1,094% +$1.68M ﹤0.01% 4815
2024
Q4 		$151K Buy
6,362
+1,626
+34% +$38.9K ﹤0.01% 6623
2024
Q3 		$110K Sell
4,736
-3,133
-40% -$69.4K ﹤0.01% 6286
2024
Q2 		$170K Buy
7,869
+6,791
+630% +$146K ﹤0.01% 5774
2024
Q1 		$23.7K Sell
1,078
-764
-41% -$15.8K ﹤0.01% 6851
2023
Q4 		$36.6K Buy
+1,842
New +$34.2K ﹤0.01% 6723
2023
Q3 		– Sell
-2,528
Closed -$47K – 9582
2023
Q2 		$47K Buy
2,528
+621
+33% +$10.9K ﹤0.01% 6507
2023
Q1 		$32.7K Sell
1,907
-55,226
-97% -$931K ﹤0.01% 6730
2022
Q4 		$897K Buy
+57,133
New +$902K ﹤0.01% 4176

Other funds holding EQTY

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Permanent Capital Management
Permanent Capital Management Chicago, Illinois $3.25B AUM 6.24% 1-Year Est. Return
Delta Wealth Advisors
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
EAM
Eukles Asset Management Cincinnati, Ohio $250M AUM 16.01% 1-Year Est. Return
Darwin Wealth Management
Darwin Wealth Management Tampa, Florida $378M AUM 15.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group's EQTY Position: Q3 2026 in Review

UBS Group increased its Kovitz Core Equity ETF (EQTY) stake by 289% in Q3 2026, buying an estimated $131K and bringing the position to 6,065 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #6836.

UBS Group first reported a position in EQTY in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.76M in Q1 2025. 11 funds tracked by Wall St. Rank hold EQTY as of Q3 2026.

  • UBS Group held 6,065 shares of Kovitz Core Equity ETF worth $176K as of Q3 2026.
  • UBS Group bought 4,505 Kovitz Core Equity ETF shares in Q3 2026, an estimated $131K.
  • Kovitz Core Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #6836 holding.
  • UBS Group first reported a position in Kovitz Core Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • UBS Group's Kovitz Core Equity ETF position peaked at $1.76M in Q1 2025.
  • 11 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.