UBS Group
HFGO icon

UBS Group’s Hartford Large Cap Growth ETF HFGO Stock Holding History

UBS Group’s Portfolio HFGO Stock Details HFGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-86
Closed -$2.35K – 10779
2025
Q4 		$2.35K Buy
+86
New +$2.36K ﹤0.01% 9326
2024
Q4 		– Sell
-46
Closed -$995 – 10124
2024
Q3 		$995 Buy
+46
New +$956 ﹤0.01% 8754
2024
Q2 		– Sell
-105
Closed -$2.04K – 9745
2024
Q1 		$2.04K Buy
+105
New +$1.92K ﹤0.01% 7991
2023
Q3 		– Sell
-1,818
Closed -$28K – 9661
2023
Q2 		$28K Buy
1,818
+1,618
+809% +$23.1K ﹤0.01% 6746
2023
Q1 		$2.74K Buy
+200
New +$2.57K ﹤0.01% 8454
2022
Q4 		– Sell
-18
Closed – – 10879
2022
Q3 		$0 Buy
18
+17
+1,700% +$214 ﹤0.01% 10574
2022
Q2 		$0 Buy
+1
New +$13 ﹤0.01% 10571

Other funds holding HFGO

HFM
Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group's HFGO Position: Q1 2026 in Review

UBS Group sold out of Hartford Large Cap Growth ETF (HFGO) in Q1 2026, closing a stake of 86 shares — an estimated $2.35K sold.

UBS Group first reported a position in HFGO in Q2 2022 and held it in 7 quarters. The position peaked at $28K in Q2 2023. 15 funds tracked by Wall St. Rank hold HFGO as of Q1 2026.

  • UBS Group reported no remaining Hartford Large Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 86 Hartford Large Cap Growth ETF shares in Q1 2026, an estimated $2.35K.
  • UBS Group first reported a position in Hartford Large Cap Growth ETF in Q2 2022 and held it in 7 quarters.
  • UBS Group's Hartford Large Cap Growth ETF position peaked at $28K in Q2 2023.
  • 15 funds tracked by Wall St. Rank held Hartford Large Cap Growth ETF as of Q1 2026.

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