UBS Group
ESN

UBS Group’s Essential 40 Stock ETF ESN Stock Holding History

UBS Group’s Portfolio ESN Stock Details ESN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.6M Buy
983,492
+26,181
+3% +$498K ﹤0.01% 2711
2026
Q1 		$16.8M Buy
957,311
+77,616
+9% +$1.39M ﹤0.01% 2796
2025
Q4 		$15.1M Sell
879,695
-5,425
-0.6% -$93.1K ﹤0.01% 2870
2025
Q3 		$15.1M Sell
885,120
-73,344
-8% -$1.21M ﹤0.01% 2876
2025
Q2 		$15.4M Sell
958,464
-80,918
-8% -$1.23M ﹤0.01% 2656
2025
Q1 		$15.9M Buy
1,039,382
+42,696
+4% +$658K ﹤0.01% 2571
2024
Q4 		$14.8M Buy
+996,686
New +$15.3M ﹤0.01% 2659

Other funds holding ESN

VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $730M AUM 53.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group's ESN Position: Q2 2026 in Review

UBS Group increased its Essential 40 Stock ETF (ESN) stake by 2.7% in Q2 2026, buying an estimated $498K and bringing the position to 983,492 shares worth $19.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2711.

UBS Group first reported a position in ESN in Q4 2024 and has held it in 7 quarters since. 25 funds tracked by Wall St. Rank hold ESN as of Q2 2026.

  • UBS Group held 983,492 shares of Essential 40 Stock ETF worth $19.6M as of Q2 2026.
  • UBS Group bought 26,181 Essential 40 Stock ETF shares in Q2 2026, an estimated $498K.
  • Essential 40 Stock ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2711 holding.
  • UBS Group first reported a position in Essential 40 Stock ETF in Q4 2024 and has held it in 7 quarters since.
  • 25 funds tracked by Wall St. Rank held Essential 40 Stock ETF as of Q2 2026.

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