UBS Group
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UBS Group’s Wahed FTSE USA Shariah ETF HLAL Stock Holding History

UBS Group’s Portfolio HLAL Stock Details HLAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.4K Sell
300
-2,822
-90% -$193K ﹤0.01% 8120
2026
Q1 		$185K Buy
3,122
+2,822
+941% +$175K ﹤0.01% 6682
2025
Q4 		$18.6K Buy
300
+5
+2% +$306 ﹤0.01% 7836
2025
Q3 		$17.5K Buy
295
+255
+638% +$14.3K ﹤0.01% 8245
2025
Q2 		$2.14K Sell
40
-90
-69% -$4.47K ﹤0.01% 9514
2025
Q1 		$6.35K Buy
130
+90
+225% +$4.69K ﹤0.01% 8905
2024
Q4 		$2.11K Buy
40
+10
+33% +$527 ﹤0.01% 9110
2024
Q3 		$1.57K Buy
+30
New +$1.52K ﹤0.01% 8606
2022
Q4 		– Sell
-542
Closed -$18K – 10884
2022
Q3 		$18K Buy
+542
New +$20.1K ﹤0.01% 7521
2020
Q3 		– Sell
-163
Closed -$4K – 8171
2020
Q2 		$4K Buy
163
+21
+15% +$524 ﹤0.01% 7454
2020
Q1 		$3K Sell
142
-808
-85% -$20.8K ﹤0.01% 7488
2019
Q4 		$26K Buy
+950
New +$24.7K ﹤0.01% 6730

Other funds holding HLAL

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group's HLAL Position: Q2 2026 in Review

UBS Group reduced its Wahed FTSE USA Shariah ETF (HLAL) stake by 90% in Q2 2026, selling an estimated $193K and leaving 300 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #8120.

UBS Group first reported a position in HLAL in Q4 2019 and has held it in 12 quarters since. The position peaked at $185K in Q1 2026. 61 funds tracked by Wall St. Rank hold HLAL as of Q2 2026.

  • UBS Group held 300 shares of Wahed FTSE USA Shariah ETF worth $21.4K as of Q2 2026.
  • UBS Group sold 2,822 Wahed FTSE USA Shariah ETF shares in Q2 2026, an estimated $193K.
  • Wahed FTSE USA Shariah ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8120 holding.
  • UBS Group first reported a position in Wahed FTSE USA Shariah ETF in Q4 2019 and has held it in 12 quarters since.
  • UBS Group's Wahed FTSE USA Shariah ETF position peaked at $185K in Q1 2026.
  • 61 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q2 2026.

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