UBS Group
HELX icon

UBS Group’s Franklin Genomic Advancements ETF HELX Stock Holding History

UBS Group’s Portfolio HELX Stock Details HELX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.94K Buy
89
+45
+102% +$1.57K ﹤0.01% 9174
2025
Q4 		$1.6K Buy
+44
New +$1.55K ﹤0.01% 9529
2025
Q3 		– Sell
-863
Closed -$23.9K – 10551
2025
Q2 		$23.9K Sell
863
-1,798
-68% -$47.6K ﹤0.01% 8320
2025
Q1 		$71.9K Buy
2,661
+544
+26% +$16K ﹤0.01% 7309
2024
Q4 		$61.1K Buy
2,117
+1,668
+371% +$51.2K ﹤0.01% 7176
2024
Q3 		$14.6K Buy
449
+407
+969% +$13.3K ﹤0.01% 7542
2024
Q2 		$1.33K Buy
+42
New +$1.32K ﹤0.01% 8593
2024
Q1 		– Sell
-1,628
Closed -$49.6K – 9609
2023
Q4 		$49.6K Buy
1,628
+1,588
+3,970% +$44.1K ﹤0.01% 6540
2023
Q3 		$1.13K Buy
+40
New +$1.21K ﹤0.01% 8083
2023
Q1 		– Sell
-603
Closed -$18.2K – 9902
2022
Q4 		$18.2K Sell
603
-857
-59% -$26.3K ﹤0.01% 7762
2022
Q3 		$43K Buy
1,460
+214
+17% +$7.1K ﹤0.01% 6497
2022
Q2 		$40K Sell
1,246
-749
-38% -$24.7K ﹤0.01% 6094
2022
Q1 		$74K Buy
1,995
+707
+55% +$26.9K ﹤0.01% 6120
2021
Q4 		$62K Buy
+1,288
New +$64.2K ﹤0.01% 6722
2020
Q2 		– Sell
-3
Closed – – 8107
2020
Q1 		$0 Buy
+3
New +$68 ﹤0.01% 8131

Other funds holding HELX

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group's HELX Position: Q1 2026 in Review

UBS Group increased its Franklin Genomic Advancements ETF (HELX) stake by 102% in Q1 2026, buying an estimated $1.57K and bringing the position to 89 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #9174.

UBS Group first reported a position in HELX in Q1 2020 and has held it in 15 quarters since. The position peaked at $74K in Q1 2022. 6 funds tracked by Wall St. Rank hold HELX as of Q1 2026.

  • UBS Group held 89 shares of Franklin Genomic Advancements ETF worth $2.94K as of Q1 2026.
  • UBS Group bought 45 Franklin Genomic Advancements ETF shares in Q1 2026, an estimated $1.57K.
  • Franklin Genomic Advancements ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9174 holding.
  • UBS Group first reported a position in Franklin Genomic Advancements ETF in Q1 2020 and has held it in 15 quarters since.
  • UBS Group's Franklin Genomic Advancements ETF position peaked at $74K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held Franklin Genomic Advancements ETF as of Q1 2026.

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