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
Q2 		$41.7M Sell
1,390,019
-162,709
-10% -$4.85M 0.01% 1931
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 $104B AUM 28.3% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return
PTP
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group's HEDG Position: Q2 2026 in Review

UBS Group reduced its Equable Shares Hedged Equity ETF (HEDG) stake by 10% in Q2 2026, selling an estimated $4.85M and leaving 1,390,019 shares worth $41.7M. The position accounts for 0.01% of the portfolio, ranked #1931.

UBS Group first reported a position in HEDG in Q4 2025 and has held it in 3 quarters since. The position peaked at $52.1M in Q4 2025. 39 funds tracked by Wall St. Rank hold HEDG as of Q2 2026.

  • UBS Group held 1,390,019 shares of Equable Shares Hedged Equity ETF worth $41.7M as of Q2 2026.
  • UBS Group sold 162,709 Equable Shares Hedged Equity ETF shares in Q2 2026, an estimated $4.85M.
  • Equable Shares Hedged Equity ETF made up 0.01% of UBS Group's portfolio in Q2 2026, its #1931 holding.
  • UBS Group first reported a position in Equable Shares Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • UBS Group's Equable Shares Hedged Equity ETF position peaked at $52.1M in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Equable Shares Hedged Equity ETF as of Q2 2026.

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