UBS Group’s Harbor Human Capital Factor US Large Cap ETF HAPI Stock Holding History

UBS Group’s Portfolio HAPI Stock Details HAPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.13K	Buy	+48	New	+$2.08K	﹤0.01%	9397
2025 Q3	–	Sell	-547	Closed	-$20.9K	–	10547
2025 Q2	$20.9K	Sell	547 -571	-51%	-$20K	﹤0.01%	8400
2025 Q1	$38.1K	Sell	1,118 -6,188	-85%	-$222K	﹤0.01%	7781
2024 Q4	$260K	Buy	+7,306	New	+$262K	﹤0.01%	6298
2024 Q3	–	Sell	-32	Closed	-$1.06K	–	9721
2024 Q2	$1.06K	Sell	32 -38	-54%	-$1.2K	﹤0.01%	8668
2024 Q1	$2.21K	Buy	+70	New	+$2.08K	﹤0.01%	7960

Other funds holding HAPI

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 1-Year Est. Return

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group's HAPI Position: Q2 2026 in Review

UBS Group opened a new position in Harbor Human Capital Factor US Large Cap ETF (HAPI) in Q2 2026: 48 shares worth $2.13K. The stake represents ﹤0.01% of the portfolio and ranks #9397 among its holdings. This is a return to the name: UBS Group previously reported a position in HAPI as recently as Q2 2025.

UBS Group first reported a position in HAPI in Q1 2024 and has held it in 6 quarters since. The position peaked at $260K in Q4 2024. 20 funds tracked by Wall St. Rank hold HAPI as of Q2 2026.

UBS Group held 48 shares of Harbor Human Capital Factor US Large Cap ETF worth $2.13K as of Q2 2026.
Harbor Human Capital Factor US Large Cap ETF was a new UBS Group position in Q2 2026.
Harbor Human Capital Factor US Large Cap ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9397 holding.
UBS Group first reported a position in Harbor Human Capital Factor US Large Cap ETF in Q1 2024 and has held it in 6 quarters since.
UBS Group's Harbor Human Capital Factor US Large Cap ETF position peaked at $260K in Q4 2024.
20 funds tracked by Wall St. Rank held Harbor Human Capital Factor US Large Cap ETF as of Q2 2026.

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