UBS Group
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UBS Group’s Empire State Realty Series ES ESBA Stock Holding History

UBS Group’s Portfolio ESBA Stock Details ESBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.06K Buy
+732
New +$3.91K ﹤0.01% 9102
2026
Q1 		– Sell
-1,973
Closed -$12.4K – 10671
2025
Q4 		$12.4K Sell
1,973
-17,185
-90% -$120K ﹤0.01% 8115
2025
Q3 		$143K Buy
19,158
+7,365
+62% +$54.9K ﹤0.01% 6883
2025
Q2 		$92.8K Buy
11,793
+8,211
+229% +$61.7K ﹤0.01% 7300
2025
Q1 		$27.8K Sell
3,582
-245
-6% -$2.18K ﹤0.01% 8001
2024
Q4 		$39K Sell
3,827
-37
-1% -$394 ﹤0.01% 7459
2024
Q3 		$40.9K Sell
3,864
-1,224
-24% -$12.6K ﹤0.01% 6948
2024
Q2 		$46.4K Buy
5,088
+1,218
+31% +$11.2K ﹤0.01% 6745
2024
Q1 		$38.6K Sell
3,870
-2,812
-42% -$27.4K ﹤0.01% 6633
2023
Q4 		$62.8K Buy
6,682
+1,218
+22% +$10.4K ﹤0.01% 6423
2023
Q3 		$43.7K Sell
5,464
-7,262
-57% -$59.4K ﹤0.01% 6371
2023
Q2 		$93.5K Buy
12,726
+3,899
+44% +$23.6K ﹤0.01% 6062
2023
Q1 		$57.2K Buy
8,827
+5,425
+159% +$38.2K ﹤0.01% 6350
2022
Q4 		$22.2K Sell
3,402
-7,917
-70% -$54.9K ﹤0.01% 7546
2022
Q3 		$73K Sell
11,319
-364
-3% -$2.69K ﹤0.01% 5994
2022
Q2 		$83K Sell
11,683
-361
-3% -$2.88K ﹤0.01% 5559
2022
Q1 		$118K Buy
12,044
+1,967
+20% +$18.4K ﹤0.01% 5778
2021
Q4 		$89K Sell
10,077
-931
-8% -$9.06K ﹤0.01% 6414
2021
Q3 		$110K Buy
11,008
+8,840
+408% +$95.1K ﹤0.01% 5769
2021
Q2 		$26K Buy
2,168
+212
+11% +$2.48K ﹤0.01% 7073
2021
Q1 		$22K Sell
1,956
-15,695
-89% -$163K ﹤0.01% 7283
2020
Q4 		$162K Buy
17,651
+8,448
+92% +$66K ﹤0.01% 5368
2020
Q3 		$56K Sell
9,203
-1,790
-16% -$11.5K ﹤0.01% 5560
2020
Q2 		$81K Buy
10,993
+1,262
+13% +$9.69K ﹤0.01% 5471
2020
Q1 		$87K Sell
9,731
-9,552
-50% -$116K ﹤0.01% 5410
2019
Q4 		$268K Buy
19,283
+1,885
+11% +$26.4K ﹤0.01% 5382
2019
Q3 		$248K Sell
17,398
-407
-2% -$5.72K ﹤0.01% 5077
2019
Q2 		$264K Sell
17,805
-5,025
-22% -$77.5K ﹤0.01% 4734
2019
Q1 		$364K Buy
22,830
+10,332
+83% +$158K ﹤0.01% 4256
2018
Q4 		$177K Buy
12,498
+2,328
+23% +$36.3K ﹤0.01% 5052
2018
Q3 		$169K Buy
10,170
+4,917
+94% +$83.7K ﹤0.01% 5191
2018
Q2 		$90K Sell
5,253
-1,929
-27% -$32.4K ﹤0.01% 5514
2018
Q1 		$120K Sell
7,182
-19,120
-73% -$345K ﹤0.01% 5103
2017
Q4 		$544K Sell
26,302
-3,895
-13% -$79.4K ﹤0.01% 4235
2017
Q3 		$618K Sell
30,197
-7,760
-20% -$158K ﹤0.01% 4056
2017
Q2 		$788K Sell
37,957
-5,234
-12% -$110K ﹤0.01% 3803
2017
Q1 		$897K Buy
43,191
+23,055
+114% +$473K ﹤0.01% 3625
2016
Q4 		$402K Sell
20,136
-3,096
-13% -$61.2K ﹤0.01% 4282
2016
Q3 		$485K Buy
23,232
+408
+2% +$8.39K ﹤0.01% 3939
2016
Q2 		$433K Buy
22,824
+18,322
+407% +$343K ﹤0.01% 4000
2016
Q1 		$79K Sell
4,502
-1,323
-23% -$21.7K ﹤0.01% 5148
2015
Q4 		$105K Sell
5,825
-2,163
-27% -$38.6K ﹤0.01% 5163
2015
Q3 		$136K Buy
7,988
+3,101
+63% +$53K ﹤0.01% 4964
2015
Q2 		$83K Sell
4,887
-310
-6% -$5.54K ﹤0.01% 5562
2015
Q1 		$97K Sell
5,197
-432
-8% -$7.79K ﹤0.01% 5440
2014
Q4 		$98K Buy
+5,629
New +$90.7K ﹤0.01% 5718

Other funds holding ESBA

MA
Montag & Associates Atlanta, Georgia $2.37B AUM 28.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VRM
Vectors Research Management New York $383M AUM 30.23% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group's ESBA Position: Q2 2026 in Review

UBS Group opened a new position in Empire State Realty Series ES (ESBA) in Q2 2026: 732 shares worth $4.06K. The stake represents ﹤0.01% of the portfolio and ranks #9102 among its holdings. This is a return to the name: UBS Group previously reported a position in ESBA as recently as Q4 2025.

UBS Group first reported a position in ESBA in Q4 2014 and has held it in 46 quarters since. The position peaked at $897K in Q1 2017. 37 funds tracked by Wall St. Rank hold ESBA as of Q2 2026.

  • UBS Group held 732 shares of Empire State Realty Series ES worth $4.06K as of Q2 2026.
  • Empire State Realty Series ES was a new UBS Group position in Q2 2026.
  • Empire State Realty Series ES made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9102 holding.
  • UBS Group first reported a position in Empire State Realty Series ES in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Empire State Realty Series ES position peaked at $897K in Q1 2017.
  • 37 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.