UBS Group
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UBS Group’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

UBS Group’s Portfolio ERX Stock Details ERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.06M Buy
20,012
+19,114
+2,129% +$1.53M ﹤0.01% 4950
2025
Q4 		$50.2K Buy
+898
New +$49.8K ﹤0.01% 7212
2025
Q3 		– Sell
-179
Closed -$9.2K – 10460
2025
Q2 		$9.2K Sell
179
-34,109
-99% -$1.7M ﹤0.01% 8904
2025
Q1 		$2.24M Sell
34,288
-712
-2% -$43.4K ﹤0.01% 4608
2024
Q4 		$1.95M Buy
+35,000
New +$2.2M ﹤0.01% 4739
2024
Q3 		– Sell
-19
Closed -$1.18K – 9636
2024
Q2 		$1.24K Sell
19
-3,606
-99% -$246K ﹤0.01% 8619
2024
Q1 		$257K Buy
3,625
+3,165
+688% +$186K ﹤0.01% 5678
2023
Q4 		$26K Sell
460
-3,372
-88% -$199K ﹤0.01% 6937
2023
Q3 		$257K Sell
3,832
-2,312
-38% -$146K ﹤0.01% 5194
2023
Q2 		$336K Buy
6,144
+6,127
+36,041% +$341K ﹤0.01% 5137
2023
Q1 		$990 Buy
17
+9
+113% +$565 ﹤0.01% 8859
2022
Q4 		$532 Sell
8
-7,601
-100% -$504K ﹤0.01% 10146
2022
Q3 		$351K Buy
7,609
+5,252
+223% +$271K ﹤0.01% 4640
2022
Q2 		$111K Sell
2,357
-643
-21% -$38.7K ﹤0.01% 5346
2022
Q1 		$166K Buy
+3,000
New +$138K ﹤0.01% 5502
2021
Q3 		– Sell
-4,533
Closed -$128K – 9680
2021
Q2 		$128K Buy
+4,533
New +$120K ﹤0.01% 5690
2021
Q1 		– Sell
-2,690
Closed -$39K – 9105
2020
Q4 		$39K Buy
2,690
+2,688
+134,400% +$32.6K ﹤0.01% 6400
2020
Q3 		$0 Buy
+2
New +$26 ﹤0.01% 8093
2020
Q2 		– Sell
-15
Closed – – 8036
2020
Q1 		$0 Buy
+15
New +$1.48K ﹤0.01% 8067
2019
Q2 		– Sell
-218
Closed -$49K – 7937
2019
Q1 		$49K Sell
218
-555
-72% -$116K ﹤0.01% 5565
2018
Q4 		$117K Buy
773
+668
+636% +$171K ﹤0.01% 5405
2018
Q3 		$39K Sell
105
-95
-48% -$34.4K ﹤0.01% 6348
2018
Q2 		$76K Buy
200
+93
+87% +$33.7K ﹤0.01% 5645
2018
Q1 		$29K Buy
107
+105
+5,250% +$34.2K ﹤0.01% 6107
2017
Q4 		$1K Sell
2
-203
-99% -$61.5K ﹤0.01% 7704
2017
Q3 		$61K Buy
+205
New +$51.7K ﹤0.01% 5647
2016
Q4 		– Sell
-386
Closed -$129K – 7825
2016
Q3 		$129K Sell
386
-1,981
-84% -$608K ﹤0.01% 4840
2016
Q2 		$729K Buy
+2,367
New +$664K ﹤0.01% 3621
2016
Q1 		– Sell
-545
Closed -$128K – 7769
2015
Q4 		$128K Buy
545
+231
+74% +$72.1K ﹤0.01% 5017
2015
Q3 		$80K Buy
314
+307
+4,386% +$110K ﹤0.01% 5405
2015
Q2 		$3K Sell
7
-229
-97% -$135K ﹤0.01% 8060
2015
Q1 		$129K Buy
236
+218
+1,211% +$120K ﹤0.01% 5218
2014
Q4 		$11K Buy
+18
New +$13K ﹤0.01% 8296

Other funds holding ERX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

UBS Group's ERX Position: Q1 2026 in Review

UBS Group increased its Direxion Daily Energy Bull 2X ETF (ERX) stake by 2,129% in Q1 2026, buying an estimated $1.53M and bringing the position to 20,012 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #4950.

UBS Group first reported a position in ERX in Q4 2014 and has held it in 33 quarters since. The position peaked at $2.24M in Q1 2025. 35 funds tracked by Wall St. Rank hold ERX as of Q1 2026.

  • UBS Group held 20,012 shares of Direxion Daily Energy Bull 2X ETF worth $2.06M as of Q1 2026.
  • UBS Group bought 19,114 Direxion Daily Energy Bull 2X ETF shares in Q1 2026, an estimated $1.53M.
  • Direxion Daily Energy Bull 2X ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4950 holding.
  • UBS Group first reported a position in Direxion Daily Energy Bull 2X ETF in Q4 2014 and has held it in 33 quarters since.
  • UBS Group's Direxion Daily Energy Bull 2X ETF position peaked at $2.24M in Q1 2025.
  • 35 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q1 2026.

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