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
Q2 		$202K Buy
+7,579
New +$199K ﹤0.01% 6787
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

TSS
Taylor Securities Services Harrisburg, Pennsylvania $246M AUM
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

UBS Group's HEGD Position: Q2 2026 in Review

UBS Group opened a new position in Swan Hedged Equity US Large Cap ETF (HEGD) in Q2 2026: 7,579 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #6787 among its holdings. This is a return to the name: UBS Group previously reported a position in HEGD as recently as Q4 2025.

UBS Group first reported a position in HEGD in Q2 2021 and has held it in 10 quarters since. 84 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • UBS Group held 7,579 shares of Swan Hedged Equity US Large Cap ETF worth $202K as of Q2 2026.
  • Swan Hedged Equity US Large Cap ETF was a new UBS Group position in Q2 2026.
  • Swan Hedged Equity US Large Cap ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6787 holding.
  • UBS Group first reported a position in Swan Hedged Equity US Large Cap ETF in Q2 2021 and has held it in 10 quarters since.
  • 84 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

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