UBS Group
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UBS Group’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

UBS Group’s Portfolio ESG Stock Details ESG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-50
Closed -$7.91K – 10672
2025
Q4 		$7.91K Buy
+50
New +$7.8K ﹤0.01% 8414
2025
Q3 		– Sell
-54
Closed -$7.93K – 10461
2025
Q2 		$7.93K Buy
+54
New +$7.38K ﹤0.01% 8987
2025
Q1 		– Sell
-201
Closed -$27.7K – 10344
2024
Q4 		$27.7K Buy
+201
New +$27.9K ﹤0.01% 7669
2023
Q3 		– Sell
-1,429
Closed -$154K – 9583
2023
Q2 		$154K Buy
1,429
+847
+146% +$86.5K ﹤0.01% 5660
2023
Q1 		$57.8K Sell
582
-1,863
-76% -$180K ﹤0.01% 6340
2022
Q4 		$225K Buy
+2,445
New +$226K ﹤0.01% 5362
2022
Q3 		– Sell
-159
Closed -$14K – 10484
2022
Q2 		$14K Buy
+159
New +$15.7K ﹤0.01% 7394
2022
Q1 		– Sell
-1,316
Closed -$153K – 10413
2021
Q4 		$153K Buy
+1,316
New +$148K ﹤0.01% 5920
2021
Q3 		– Sell
-1,475
Closed -$155K – 9682
2021
Q2 		$155K Buy
+1,475
New +$151K ﹤0.01% 5543
2021
Q1 		– Sell
-112
Closed -$10K – 9107
2020
Q4 		$10K Buy
+112
New +$9.66K ﹤0.01% 7479
2020
Q3 		– Sell
-1,019
Closed -$76K – 8096
2020
Q2 		$76K Buy
1,019
+927
+1,008% +$65.6K ﹤0.01% 5522
2020
Q1 		$6K Sell
92
-20
-18% -$1.46K ﹤0.01% 7214
2019
Q4 		$9K Sell
112
-756
-87% -$55.5K ﹤0.01% 7331
2019
Q3 		$62K Buy
+868
New +$61.3K ﹤0.01% 6063
2017
Q2 		– Sell
-59
Closed -$3K – 7751
2017
Q1 		$3K Sell
59
-100
-63% -$5.48K ﹤0.01% 7169
2016
Q4 		$8K Buy
159
+140
+737% +$7.22K ﹤0.01% 7031
2016
Q3 		$1K Buy
+19
New +$961 ﹤0.01% 7512

Other funds holding ESG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group's ESG Position: Q1 2026 in Review

UBS Group sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q1 2026, closing a stake of 50 shares — an estimated $7.91K sold.

UBS Group first reported a position in ESG in Q3 2016 and held it in 17 quarters. The position peaked at $225K in Q4 2022. 51 funds tracked by Wall St. Rank hold ESG as of Q1 2026.

  • UBS Group reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 50 FlexShares STOXX US ESG Select Index Fund shares in Q1 2026, an estimated $7.91K.
  • UBS Group first reported a position in FlexShares STOXX US ESG Select Index Fund in Q3 2016 and held it in 17 quarters.
  • UBS Group's FlexShares STOXX US ESG Select Index Fund position peaked at $225K in Q4 2022.
  • 51 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2026.

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