UBS Group
FWD icon

UBS Group’s AB Disruptors ETF FWD Stock Holding History

UBS Group’s Portfolio FWD Stock Details FWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.2M Buy
163,561
+89,854
+122% +$11.9M ﹤0.01% 2485
2026
Q1 		$8M Buy
73,707
+47,644
+183% +$5.36M ﹤0.01% 3588
2025
Q4 		$2.72M Buy
26,063
+11,018
+73% +$1.15M ﹤0.01% 4669
2025
Q3 		$1.52M Buy
15,045
+10,792
+254% +$1.01M ﹤0.01% 5220
2025
Q2 		$382K Sell
4,253
-467
-10% -$36.2K ﹤0.01% 6238
2025
Q1 		$332K Buy
4,720
+683
+17% +$54.8K ﹤0.01% 6166
2024
Q4 		$320K Buy
4,037
+3,037
+304% +$247K ﹤0.01% 6162
2024
Q3 		$78.3K Buy
+1,000
New +$75.6K ﹤0.01% 6529

Other funds holding FWD

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group's FWD Position: Q2 2026 in Review

UBS Group increased its AB Disruptors ETF (FWD) stake by 122% in Q2 2026, buying an estimated $11.9M and bringing the position to 163,561 shares worth $24.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2485.

UBS Group first reported a position in FWD in Q3 2024 and has held it in 8 quarters since. 119 funds tracked by Wall St. Rank hold FWD as of Q2 2026.

  • UBS Group held 163,561 shares of AB Disruptors ETF worth $24.2M as of Q2 2026.
  • UBS Group bought 89,854 AB Disruptors ETF shares in Q2 2026, an estimated $11.9M.
  • AB Disruptors ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2485 holding.
  • UBS Group first reported a position in AB Disruptors ETF in Q3 2024 and has held it in 8 quarters since.
  • 119 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q2 2026.

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