UBS Group
INFL icon

UBS Group’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

UBS Group’s Portfolio INFL Stock Details INFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23M Sell
460,192
-59,307
-11% -$3.09M ﹤0.01% 2545
2026
Q1 		$27M Buy
519,499
+145,452
+39% +$7.35M ﹤0.01% 2265
2025
Q4 		$16.6M Buy
374,047
+18,572
+5% +$820K ﹤0.01% 2761
2025
Q3 		$15.9M Buy
355,475
+19,390
+6% +$826K ﹤0.01% 2822
2025
Q2 		$14.2M Sell
336,085
-57,697
-15% -$2.38M ﹤0.01% 2735
2025
Q1 		$16M Buy
393,782
+69,201
+21% +$2.77M ﹤0.01% 2568
2024
Q4 		$12.4M Buy
324,581
+104,906
+48% +$4.19M ﹤0.01% 2830
2024
Q3 		$8.26M Buy
219,675
+49,124
+29% +$1.77M ﹤0.01% 2549
2024
Q2 		$5.57M Buy
170,551
+2,034
+1% +$66.6K ﹤0.01% 2765
2024
Q1 		$5.49M Sell
168,517
-55,785
-25% -$1.72M ﹤0.01% 2876
2023
Q4 		$7.06M Sell
224,302
-122,884
-35% -$3.75M ﹤0.01% 2407
2023
Q3 		$10.6M Sell
347,186
-69,356
-17% -$2.17M ﹤0.01% 1939
2023
Q2 		$12.7M Sell
416,542
-243,704
-37% -$7.46M ﹤0.01% 1797
2023
Q1 		$20.4M Sell
660,246
-140,453
-18% -$4.38M 0.01% 1378
2022
Q4 		$25.2M Sell
800,699
-84,732
-10% -$2.63M 0.01% 1251
2022
Q3 		$24.6M Sell
885,431
-57,411
-6% -$1.71M 0.01% 1133
2022
Q2 		$26.9M Buy
942,842
+450,749
+92% +$14.3M 0.01% 1126
2022
Q1 		$16.4M Buy
492,093
+271,773
+123% +$8.57M 0.01% 1584
2021
Q4 		$6.88M Buy
220,320
+153,512
+230% +$4.73M ﹤0.01% 2495
2021
Q3 		$1.95M Buy
+66,808
New +$2M ﹤0.01% 3592

Other funds holding INFL

OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

UBS Group's INFL Position: Q2 2026 in Review

UBS Group reduced its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 11% in Q2 2026, selling an estimated $3.09M and leaving 460,192 shares worth $23M. The position accounts for ﹤0.01% of the portfolio, ranked #2545.

UBS Group first reported a position in INFL in Q3 2021 and has held it in 20 quarters since. The position peaked at $27M in Q1 2026. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

  • UBS Group held 460,192 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $23M as of Q2 2026.
  • UBS Group sold 59,307 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $3.09M.
  • Horizon Kinetics Inflation Beneficiaries ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2545 holding.
  • UBS Group first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q3 2021 and has held it in 20 quarters since.
  • UBS Group's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $27M in Q1 2026.
  • 173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

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