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 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 22.94% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group's HDUS Position: Q1 2026 in Review

UBS Group opened a new position in Hartford Disciplined US Equity ETF (HDUS) in Q1 2026: 238 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #8139 among its holdings. This is a return to the name: UBS Group previously reported a position in HDUS as recently as Q3 2025.

UBS Group first reported a position in HDUS in Q3 2023 and has held it in 6 quarters since. The position peaked at $135K in Q2 2025. 35 funds tracked by Wall St. Rank hold HDUS as of Q1 2026.

UBS Group held 238 shares of Hartford Disciplined US Equity ETF worth $15K as of Q1 2026.
Hartford Disciplined US Equity ETF was a new UBS Group position in Q1 2026.
Hartford Disciplined US Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8139 holding.
UBS Group first reported a position in Hartford Disciplined US Equity ETF in Q3 2023 and has held it in 6 quarters since.
UBS Group's Hartford Disciplined US Equity ETF position peaked at $135K in Q2 2025.
35 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q1 2026.

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