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
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 $43.7B AUM 27.76% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 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 22.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

UBS Group's HAPI Position: Q3 2025 in Review

UBS Group sold out of Harbor Human Capital Factor US Large Cap ETF (HAPI) in Q3 2025, closing a stake of 547 shares — an estimated $20.9K sold.

UBS Group first reported a position in HAPI in Q1 2024 and held it in 5 quarters. The position peaked at $260K in Q4 2024. 11 funds tracked by Wall St. Rank hold HAPI as of Q3 2025.

UBS Group reported no remaining Harbor Human Capital Factor US Large Cap ETF position as of Q3 2025 after selling out during the quarter.
UBS Group sold 547 Harbor Human Capital Factor US Large Cap ETF shares in Q3 2025, an estimated $20.9K.
UBS Group first reported a position in Harbor Human Capital Factor US Large Cap ETF in Q1 2024 and held it in 5 quarters.
UBS Group's Harbor Human Capital Factor US Large Cap ETF position peaked at $260K in Q4 2024.
11 funds tracked by Wall St. Rank held Harbor Human Capital Factor US Large Cap ETF as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.