UBS Group
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UBS Group’s Residential REIT ETF HAUS Stock Holding History

UBS Group’s Portfolio HAUS Stock Details HAUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,229
Closed -$39.7K – 10788
2025
Q3 		$39.7K Buy
2,229
+2,201
+7,861% +$39.3K ﹤0.01% 7729
2025
Q2 		$509 Buy
+28
New +$512 ﹤0.01% 9809
2024
Q1 		– Sell
-776
Closed -$12.8K – 9604
2023
Q4 		$12.8K Buy
776
+628
+424% +$9.49K ﹤0.01% 7333
2023
Q3 		$2.18K Buy
+148
New +$2.34K ﹤0.01% 7749
2023
Q2 		– Sell
-204
Closed -$3.1K – 9190
2023
Q1 		$3.1K Sell
204
-466
-70% -$7.33K ﹤0.01% 8385
2022
Q4 		$10.1K Sell
670
-968
-59% -$14.9K ﹤0.01% 8573
2022
Q3 		$26K Buy
1,638
+1,117
+214% +$19.9K ﹤0.01% 7047
2022
Q2 		$9K Buy
+521
New +$10K ﹤0.01% 8134

Other funds holding HAUS

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
JFG
JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's HAUS Position: Q4 2025 in Review

UBS Group sold out of Residential REIT ETF (HAUS) in Q4 2025, closing a stake of 2,229 shares — an estimated $39.7K sold.

UBS Group first reported a position in HAUS in Q2 2022 and held it in 8 quarters. The position peaked at $39.7K in Q3 2025. 7 funds tracked by Wall St. Rank hold HAUS as of Q4 2025.

  • UBS Group reported no remaining Residential REIT ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 2,229 Residential REIT ETF shares in Q4 2025, an estimated $39.7K.
  • UBS Group first reported a position in Residential REIT ETF in Q2 2022 and held it in 8 quarters.
  • UBS Group's Residential REIT ETF position peaked at $39.7K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Residential REIT ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.