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
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

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BAS
Breakthru Advisory Services Muskego, Wisconsin $62.4M AUM 17.64% 1-Year Est. Return

UBS Group's ESN Position: Q1 2026 in Review

UBS Group increased its Essential 40 Stock ETF (ESN) stake by 8.8% in Q1 2026, buying an estimated $1.39M and bringing the position to 957,311 shares worth $16.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2796.

UBS Group first reported a position in ESN in Q4 2024 and has held it in 6 quarters since. 24 funds tracked by Wall St. Rank hold ESN as of Q1 2026.

  • UBS Group held 957,311 shares of Essential 40 Stock ETF worth $16.8M as of Q1 2026.
  • UBS Group bought 77,616 Essential 40 Stock ETF shares in Q1 2026, an estimated $1.39M.
  • Essential 40 Stock ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2796 holding.
  • UBS Group first reported a position in Essential 40 Stock ETF in Q4 2024 and has held it in 6 quarters since.
  • 24 funds tracked by Wall St. Rank held Essential 40 Stock ETF as of Q1 2026.

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