UBS Group’s Northern Trust STOXX US ESG Select ETF 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 Q2	$3.87K	Buy	+22	New	+$3.71K	﹤0.01%	9137
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

REMPR

Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SIA

SGL Investment Advisors Missoula, Montana $290M AUM 28.62% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

UBS Group's ESG Position: Q2 2026 in Review

UBS Group opened a new position in Northern Trust STOXX US ESG Select ETF (ESG) in Q2 2026: 22 shares worth $3.87K. The stake represents ﹤0.01% of the portfolio and ranks #9137 among its holdings. This is a return to the name: UBS Group previously reported a position in ESG as recently as Q4 2025.

UBS Group first reported a position in ESG in Q3 2016 and has held it in 18 quarters since. The position peaked at $225K in Q4 2022. 57 funds tracked by Wall St. Rank hold ESG as of Q2 2026.

UBS Group held 22 shares of Northern Trust STOXX US ESG Select ETF worth $3.87K as of Q2 2026.
Northern Trust STOXX US ESG Select ETF was a new UBS Group position in Q2 2026.
Northern Trust STOXX US ESG Select ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9137 holding.
UBS Group first reported a position in Northern Trust STOXX US ESG Select ETF in Q3 2016 and has held it in 18 quarters since.
UBS Group's Northern Trust STOXX US ESG Select ETF position peaked at $225K in Q4 2022.
57 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q2 2026.

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