UBS Group
GURU icon

UBS Group’s Global X Guru Index ETF GURU Stock Holding History

UBS Group’s Portfolio GURU Stock Details GURU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$46.8K Buy
+796
New +$48.6K ﹤0.01% 7409
2025
Q4 		– Sell
-1,627
Closed -$96.9K – 10781
2025
Q3 		$96.9K Sell
1,627
-772
-32% -$43.7K ﹤0.01% 7139
2025
Q2 		$129K Buy
2,399
+2,219
+1,233% +$111K ﹤0.01% 7026
2025
Q1 		$8.81K Buy
+180
New +$9.19K ﹤0.01% 8720
2024
Q4 		– Sell
-74
Closed -$3.54K – 10115
2024
Q3 		$3.54K Buy
74
+32
+76% +$1.44K ﹤0.01% 8255
2024
Q2 		$1.81K Sell
42
-6
-13% -$255 ﹤0.01% 8485
2024
Q1 		$2.09K Sell
48
-1,297
-96% -$53.6K ﹤0.01% 7984
2023
Q4 		$54.3K Buy
+1,345
New +$49.5K ﹤0.01% 6493
2023
Q1 		– Sell
-928
Closed -$31.6K – 9890
2022
Q4 		$31.6K Buy
928
+188
+25% +$6.37K ﹤0.01% 7185
2022
Q3 		$24K Buy
740
+41
+6% +$1.45K ﹤0.01% 7144
2022
Q2 		$23K Sell
699
-1,991
-74% -$72.6K ﹤0.01% 6702
2022
Q1 		$112K Hold
2,690
– – ﹤0.01% 5827
2021
Q4 		$127K Buy
2,690
+11
+0.4% +$536 ﹤0.01% 6080
2021
Q3 		$130K Buy
2,679
+129
+5% +$6.35K ﹤0.01% 5638
2021
Q2 		$125K Buy
2,550
+200
+9% +$9.5K ﹤0.01% 5709
2021
Q1 		$109K Buy
2,350
+1,000
+74% +$46K ﹤0.01% 5900
2020
Q4 		$59K Sell
1,350
-9
-0.7% -$374 ﹤0.01% 6041
2020
Q3 		$52K Buy
1,359
+109
+9% +$3.99K ﹤0.01% 5618
2020
Q2 		$43K Buy
1,250
+10
+0.8% +$322 ﹤0.01% 5981
2020
Q1 		$34K Sell
1,240
-4,000
-76% -$133K ﹤0.01% 6118
2019
Q4 		$189K Hold
5,240
– – ﹤0.01% 5639
2019
Q3 		$174K Sell
5,240
-610
-10% -$20.5K ﹤0.01% 5350
2019
Q2 		$195K Sell
5,850
-879
-13% -$28.6K ﹤0.01% 4930
2019
Q1 		$215K Hold
6,729
– – ﹤0.01% 4560
2018
Q4 		$186K Sell
6,729
-159
-2% -$4.76K ﹤0.01% 5010
2018
Q3 		$224K Sell
6,888
-100
-1% -$3.22K ﹤0.01% 4974
2018
Q2 		$221K Sell
6,988
-887
-11% -$27.4K ﹤0.01% 4869
2018
Q1 		$235K Buy
7,875
+1,240
+19% +$37.9K ﹤0.01% 4683
2017
Q4 		$197K Hold
6,635
– – ﹤0.01% 4907
2017
Q3 		$187K Hold
6,635
– – ﹤0.01% 4883
2017
Q2 		$178K Hold
6,635
– – ﹤0.01% 4809
2017
Q1 		$171K Sell
6,635
-1,206
-15% -$30.5K ﹤0.01% 4734
2016
Q4 		$189K Sell
7,841
-2,448
-24% -$57.9K ﹤0.01% 4830
2016
Q3 		$241K Sell
10,289
-530
-5% -$12.3K ﹤0.01% 4423
2016
Q2 		$240K Sell
10,819
-4,171
-28% -$92.2K ﹤0.01% 4433
2016
Q1 		$330K Sell
14,990
-7,637
-34% -$160K ﹤0.01% 4109
2015
Q4 		$525K Buy
22,627
+9,536
+73% +$227K ﹤0.01% 3909
2015
Q3 		$304K Sell
13,091
-42,470
-76% -$1.08M ﹤0.01% 4293
2015
Q2 		$1.46M Sell
55,561
-4,011
-7% -$108K ﹤0.01% 3266
2015
Q1 		$1.56M Sell
59,572
-7,265
-11% -$188K ﹤0.01% 3155
2014
Q4 		$1.75M Buy
+66,837
New +$1.73M ﹤0.01% 3029

Other funds holding GURU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TAR
Trask Adam Roland $106M AUM
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

UBS Group's GURU Position: Q1 2026 in Review

UBS Group opened a new position in Global X Guru Index ETF (GURU) in Q1 2026: 796 shares worth $46.8K. The stake represents ﹤0.01% of the portfolio and ranks #7409 among its holdings. This is a return to the name: UBS Group previously reported a position in GURU as recently as Q3 2025.

UBS Group first reported a position in GURU in Q4 2014 and has held it in 41 quarters since. The position peaked at $1.75M in Q4 2014. 18 funds tracked by Wall St. Rank hold GURU as of Q1 2026.

  • UBS Group held 796 shares of Global X Guru Index ETF worth $46.8K as of Q1 2026.
  • Global X Guru Index ETF was a new UBS Group position in Q1 2026.
  • Global X Guru Index ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7409 holding.
  • UBS Group first reported a position in Global X Guru Index ETF in Q4 2014 and has held it in 41 quarters since.
  • UBS Group's Global X Guru Index ETF position peaked at $1.75M in Q4 2014.
  • 18 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q1 2026.

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