UBS Group
GRID

UBS Group’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

UBS Group’s Portfolio GRID Stock Details GRID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$263M Buy
1,608,027
+340,194
+27% +$56.5M 0.04% 483
2025
Q4 		$194M Buy
1,267,833
+298,762
+31% +$45.8M 0.03% 590
2025
Q3 		$146M Buy
969,071
+191,907
+25% +$27.6M 0.02% 764
2025
Q2 		$108M Sell
777,164
-6,734
-0.9% -$836K 0.02% 914
2025
Q1 		$88.7M Buy
783,898
+411,214
+110% +$49.2M 0.02% 999
2024
Q4 		$44.5M Buy
372,684
+51,079
+16% +$6.36M 0.01% 1570
2024
Q3 		$40.9M Buy
321,605
+39,769
+14% +$4.75M 0.01% 1293
2024
Q2 		$32.6M Buy
281,836
+38,381
+16% +$4.47M 0.01% 1325
2024
Q1 		$27.9M Buy
243,455
+18,081
+8% +$1.92M 0.01% 1438
2023
Q4 		$23.6M Sell
225,374
-14,344
-6% -$1.36M 0.01% 1476
2023
Q3 		$22.5M Buy
239,718
+34,353
+17% +$3.47M 0.01% 1397
2023
Q2 		$21.6M Sell
205,365
-61,289
-23% -$6.07M 0.01% 1395
2023
Q1 		$26M Buy
266,654
+47,025
+21% +$4.42M 0.01% 1194
2022
Q4 		$19.2M Sell
219,629
-18,909
-8% -$1.62M 0.01% 1448
2022
Q3 		$17.9M Buy
238,538
+9,630
+4% +$808K 0.01% 1352
2022
Q2 		$17.8M Sell
228,908
-61,398
-21% -$5.21M 0.01% 1398
2022
Q1 		$27.3M Buy
290,306
+27,094
+10% +$2.51M 0.01% 1213
2021
Q4 		$27M Buy
263,212
+29,897
+13% +$3.01M 0.01% 1370
2021
Q3 		$21.6M Buy
233,315
+32,937
+16% +$3.17M 0.01% 1453
2021
Q2 		$18.6M Buy
200,378
+163,508
+443% +$14.6M 0.01% 1543
2021
Q1 		$3.18M Buy
36,870
+17,529
+91% +$1.5M ﹤0.01% 3070
2020
Q4 		$1.57M Buy
19,341
+17,384
+888% +$1.25M ﹤0.01% 3628
2020
Q3 		$123K Sell
1,957
-3,254
-62% -$198K ﹤0.01% 5070
2020
Q2 		$286K Sell
5,211
-3,851
-42% -$192K ﹤0.01% 4545
2020
Q1 		$388K Buy
9,062
+1,684
+23% +$88.4K ﹤0.01% 4186
2019
Q4 		$405K Buy
7,378
+586
+9% +$30.5K ﹤0.01% 5027
2019
Q3 		$337K Sell
6,792
-5,687
-46% -$275K ﹤0.01% 4856
2019
Q2 		$603K Sell
12,479
-3,277
-21% -$150K ﹤0.01% 4160
2019
Q1 		$687K Buy
15,756
+1,557
+11% +$67.8K ﹤0.01% 3841
2018
Q4 		$554K Buy
14,199
+657
+5% +$27.8K ﹤0.01% 4182
2018
Q3 		$644K Buy
13,542
+5,108
+61% +$253K ﹤0.01% 4220
2018
Q2 		$411K Sell
8,434
-762
-8% -$38.4K ﹤0.01% 4460
2018
Q1 		$457K Sell
9,196
-5,206
-36% -$267K ﹤0.01% 4271
2017
Q4 		$734K Buy
14,402
+5,123
+55% +$257K ﹤0.01% 4022
2017
Q3 		$456K Sell
9,279
-19,298
-68% -$891K ﹤0.01% 4280
2017
Q2 		$1.25M Buy
28,577
+19,394
+211% +$833K ﹤0.01% 3423
2017
Q1 		$385K Buy
9,183
+4,174
+83% +$171K ﹤0.01% 4230
2016
Q4 		$203K Sell
5,009
-304
-6% -$12K ﹤0.01% 4776
2016
Q3 		$210K Buy
5,313
+582
+12% +$21.9K ﹤0.01% 4516
2016
Q2 		$166K Sell
4,731
-373
-7% -$13.3K ﹤0.01% 4663
2016
Q1 		$175K Sell
5,104
-3,384
-40% -$107K ﹤0.01% 4590
2015
Q4 		$283K Sell
8,488
-10,267
-55% -$337K ﹤0.01% 4399
2015
Q3 		$594K Sell
18,755
-812
-4% -$27K ﹤0.01% 3755
2015
Q2 		$700K Buy
19,567
+681
+4% +$25.1K ﹤0.01% 3849
2015
Q1 		$685K Sell
18,886
-815
-4% -$28.6K ﹤0.01% 3896
2014
Q4 		$704K Buy
+19,701
New +$689K ﹤0.01% 3880

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group's GRID Position: Q1 2026 in Review

UBS Group increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 27% in Q1 2026, buying an estimated $56.5M and bringing the position to 1,608,027 shares worth $263M. The position accounts for 0.04% of the portfolio, ranked #483.

UBS Group first reported a position in GRID in Q4 2014 and has held it in 46 quarters since. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

  • UBS Group held 1,608,027 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $263M as of Q1 2026.
  • UBS Group bought 340,194 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $56.5M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.04% of UBS Group's portfolio in Q1 2026, its #483 holding.
  • UBS Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2014 and has held it in 46 quarters since.
  • 540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

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