UBS Group
HEAL

UBS Group’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

UBS Group’s Portfolio HEAL Stock Details HEAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-57
Closed -$1.67K – 11554
2025
Q4 		$1.67K Buy
57
+43
+307% +$1.34K ﹤0.01% 9506
2025
Q3 		$447 Sell
14
-1,912
-99% -$60.4K ﹤0.01% 9673
2025
Q2 		$63K Sell
1,926
-1,590
-45% -$48K ﹤0.01% 7586
2025
Q1 		$99.7K Sell
3,516
-776
-18% -$24.4K ﹤0.01% 7051
2024
Q4 		$127K Buy
4,292
+4,190
+4,108% +$125K ﹤0.01% 6728
2024
Q3 		$3.08K Sell
102
-50
-33% -$1.38K ﹤0.01% 8316
2024
Q2 		$3.98K Sell
152
-153
-50% -$4.17K ﹤0.01% 8140
2024
Q1 		$8.71K Sell
305
-35
-10% -$999 ﹤0.01% 7316
2023
Q4 		$10.3K Sell
340
-16,168
-98% -$434K ﹤0.01% 7444
2023
Q3 		$455K Sell
16,508
-1,831
-10% -$58.6K ﹤0.01% 4733
2023
Q2 		$640K Sell
18,339
-4,143
-18% -$144K ﹤0.01% 4610
2023
Q1 		$790K Sell
22,482
-145
-0.6% -$5.21K ﹤0.01% 4310
2022
Q4 		$786K Sell
22,627
-147
-0.6% -$5.17K ﹤0.01% 4293
2022
Q3 		$771K Buy
22,774
+6,110
+37% +$227K ﹤0.01% 3975
2022
Q2 		$576K Sell
16,664
-10,205
-38% -$379K ﹤0.01% 4161
2022
Q1 		$1.17M Sell
26,869
-13,619
-34% -$590K ﹤0.01% 3947
2021
Q4 		$2.01M Sell
40,488
-20,681
-34% -$1.07M ﹤0.01% 3724
2021
Q3 		$3.25M Sell
61,169
-31,234
-34% -$1.73M ﹤0.01% 3135
2021
Q2 		$5.35M Sell
92,403
-4,661
-5% -$265K ﹤0.01% 2607
2021
Q1 		$5.57M Buy
97,064
+89,039
+1,110% +$5.45M ﹤0.01% 2483
2020
Q4 		$464K Buy
+8,025
New +$432K ﹤0.01% 4665

Other funds holding HEAL

WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group's HEAL Position: Q1 2026 in Review

UBS Group sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q1 2026, closing a stake of 57 shares — an estimated $1.67K sold.

UBS Group first reported a position in HEAL in Q4 2020 and held it in 21 quarters. The position peaked at $5.57M in Q1 2021. 30 funds tracked by Wall St. Rank hold HEAL as of Q1 2026.

  • UBS Group reported no remaining Global X Funds Global X HealthTech ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 57 Global X Funds Global X HealthTech ETF shares in Q1 2026, an estimated $1.67K.
  • UBS Group first reported a position in Global X Funds Global X HealthTech ETF in Q4 2020 and held it in 21 quarters.
  • UBS Group's Global X Funds Global X HealthTech ETF position peaked at $5.57M in Q1 2021.
  • 30 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q1 2026.

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