UBS Group’s Hartford Disciplined US Equity ETF HDUS Stock Holding History

UBS Group’s Portfolio HDUS Stock Details HDUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$35.1K	Buy	494 +256	+108%	+$17.8K	﹤0.01%	7789
2026 Q1	$15K	Buy	+238	New	+$15.6K	﹤0.01%	8139
2025 Q4	–	Sell	-13	Closed	-$837	–	10791
2025 Q3	$837	Sell	13 -2,259	-99%	-$140K	﹤0.01%	9526
2025 Q2	$135K	Buy	2,272 +1,452	+177%	+$80.4K	﹤0.01%	6992
2025 Q1	$44.4K	Buy	+820	New	+$46.5K	﹤0.01%	7679
2024 Q4	–	Sell	-66	Closed	-$3.67K	–	10123
2024 Q3	$3.67K	Buy	+66	New	+$3.53K	﹤0.01%	8235
2023 Q4	–	Sell	-124	Closed	-$5.24K	–	9546
2023 Q3	$5.24K	Buy	+124	New	+$5.45K	﹤0.01%	7385

Other funds holding HDUS

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UBS Group's HDUS Position: Q2 2026 in Review

UBS Group increased its Hartford Disciplined US Equity ETF (HDUS) stake by 108% in Q2 2026, buying an estimated $17.8K and bringing the position to 494 shares worth $35.1K. The position accounts for ﹤0.01% of the portfolio, ranked #7789.

UBS Group first reported a position in HDUS in Q3 2023 and has held it in 7 quarters since. The position peaked at $135K in Q2 2025. 34 funds tracked by Wall St. Rank hold HDUS as of Q2 2026.

UBS Group held 494 shares of Hartford Disciplined US Equity ETF worth $35.1K as of Q2 2026.
UBS Group bought 256 Hartford Disciplined US Equity ETF shares in Q2 2026, an estimated $17.8K.
Hartford Disciplined US Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7789 holding.
UBS Group first reported a position in Hartford Disciplined US Equity ETF in Q3 2023 and has held it in 7 quarters since.
UBS Group's Hartford Disciplined US Equity ETF position peaked at $135K in Q2 2025.
34 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q2 2026.

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