UBS Group
HEGD icon

UBS Group’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

UBS Group’s Portfolio HEGD Stock Details HEGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,208
Closed -$30.5K – 10777
2025
Q4 		$30.5K Buy
+1,208
New +$30.5K ﹤0.01% 7524
2024
Q3 		– Sell
-1,407
Closed -$29.9K – 9724
2024
Q2 		$29.9K Buy
1,407
+1,149
+445% +$23.7K ﹤0.01% 7056
2024
Q1 		$5.35K Buy
+258
New +$5.16K ﹤0.01% 7546
2023
Q4 		– Sell
-1,038
Closed -$18.8K – 9547
2023
Q3 		$18.8K Buy
+1,038
New +$19.3K ﹤0.01% 6837
2023
Q2 		– Sell
-3,716
Closed -$65.4K – 9195
2023
Q1 		$65.4K Sell
3,716
-251
-6% -$4.38K ﹤0.01% 6247
2022
Q4 		$68.1K Buy
3,967
+1,153
+41% +$20.1K ﹤0.01% 6470
2022
Q3 		$47K Buy
+2,814
New +$48.7K ﹤0.01% 6403
2022
Q2 		– Sell
-1,712
Closed -$32K – 10567
2022
Q1 		$32K Buy
+1,712
New +$31.8K ﹤0.01% 6922
2021
Q3 		– Sell
-300
Closed -$5K – 9760
2021
Q2 		$5K Buy
+300
New +$5.34K ﹤0.01% 8545

Other funds holding HEGD

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TSS
Taylor Securities Services Harrisburg, Pennsylvania $214M AUM
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

UBS Group's HEGD Position: Q1 2026 in Review

UBS Group sold out of Swan Hedged Equity US Large Cap ETF (HEGD) in Q1 2026, closing a stake of 1,208 shares — an estimated $30.5K sold.

UBS Group first reported a position in HEGD in Q2 2021 and held it in 9 quarters. The position peaked at $68.1K in Q4 2022. 79 funds tracked by Wall St. Rank hold HEGD as of Q1 2026.

  • UBS Group reported no remaining Swan Hedged Equity US Large Cap ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 1,208 Swan Hedged Equity US Large Cap ETF shares in Q1 2026, an estimated $30.5K.
  • UBS Group first reported a position in Swan Hedged Equity US Large Cap ETF in Q2 2021 and held it in 9 quarters.
  • UBS Group's Swan Hedged Equity US Large Cap ETF position peaked at $68.1K in Q4 2022.
  • 79 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2026.

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