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
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 $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
WFAG
Worth Financial Advisory Group Charlotte, North Carolina $240M AUM 29.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
IFPG
Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return

UBS Group's FWD Position: Q1 2026 in Review

UBS Group increased its AB Disruptors ETF (FWD) stake by 183% in Q1 2026, buying an estimated $5.36M and bringing the position to 73,707 shares worth $8M. The position accounts for ﹤0.01% of the portfolio, ranked #3588.

UBS Group first reported a position in FWD in Q3 2024 and has held it in 7 quarters since. 79 funds tracked by Wall St. Rank hold FWD as of Q1 2026.

  • UBS Group held 73,707 shares of AB Disruptors ETF worth $8M as of Q1 2026.
  • UBS Group bought 47,644 AB Disruptors ETF shares in Q1 2026, an estimated $5.36M.
  • AB Disruptors ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3588 holding.
  • UBS Group first reported a position in AB Disruptors ETF in Q3 2024 and has held it in 7 quarters since.
  • 79 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q1 2026.

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