UBS Group
HEDG

UBS Group’s Equable Shares Hedged Equity ETF HEDG Stock Holding History

UBS Group’s Portfolio HEDG Stock Details HEDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$45M Sell
1,552,728
-223,395
-13% -$6.58M 0.01% 1747
2025
Q4 		$52.1M Buy
+1,776,123
New +$51.8M 0.01% 1583

Other funds holding HEDG

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
PTP
Platform Technology Partners New York $519M AUM 20% 1-Year Est. Return

UBS Group's HEDG Position: Q1 2026 in Review

UBS Group reduced its Equable Shares Hedged Equity ETF (HEDG) stake by 13% in Q1 2026, selling an estimated $6.58M and leaving 1,552,728 shares worth $45M. The position accounts for 0.01% of the portfolio, ranked #1747.

UBS Group first reported a position in HEDG in Q4 2025 and has held it in 2 quarters since. The position peaked at $52.1M in Q4 2025. 37 funds tracked by Wall St. Rank hold HEDG as of Q1 2026.

  • UBS Group held 1,552,728 shares of Equable Shares Hedged Equity ETF worth $45M as of Q1 2026.
  • UBS Group sold 223,395 Equable Shares Hedged Equity ETF shares in Q1 2026, an estimated $6.58M.
  • Equable Shares Hedged Equity ETF made up 0.01% of UBS Group's portfolio in Q1 2026, its #1747 holding.
  • UBS Group first reported a position in Equable Shares Hedged Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • UBS Group's Equable Shares Hedged Equity ETF position peaked at $52.1M in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Equable Shares Hedged Equity ETF as of Q1 2026.

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