UBS Group
IPDP

UBS Group’s Dividend Performers ETF IPDP Stock Holding History

UBS Group’s Portfolio IPDP Stock Details IPDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-29
Closed -$554 – 10539
2025
Q1 		$554 Sell
29
-83
-74% -$1.64K ﹤0.01% 9738
2024
Q4 		$2.15K Buy
112
+60
+115% +$1.2K ﹤0.01% 9102
2024
Q3 		$1.02K Sell
52
-1
-2% -$19 ﹤0.01% 8749
2024
Q2 		$963 Buy
+53
New +$962 ﹤0.01% 8720
2024
Q1 		– Sell
-2,033
Closed -$34.6K – 9660
2023
Q4 		$34.6K Sell
2,033
-4,187
-67% -$66.7K ﹤0.01% 6760
2023
Q3 		$94.2K Buy
+6,220
New +$98.7K ﹤0.01% 5869
2023
Q2 		– Sell
-427
Closed -$6.16K – 9247
2023
Q1 		$6.16K Sell
427
-1,419
-77% -$20.2K ﹤0.01% 7952
2022
Q4 		$24.6K Buy
1,846
+1,096
+146% +$14.8K ﹤0.01% 7436
2022
Q3 		$9K Buy
750
+152
+25% +$2.15K ﹤0.01% 8578
2022
Q2 		$8K Buy
+598
New +$8.94K ﹤0.01% 8314

Other funds holding IPDP

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
CG
Clarus Group Houston, Texas $279M AUM 16.51% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group's IPDP Position: Q2 2025 in Review

UBS Group sold out of Dividend Performers ETF (IPDP) in Q2 2025, closing a stake of 29 shares — an estimated $554 sold.

UBS Group first reported a position in IPDP in Q2 2022 and held it in 10 quarters. The position peaked at $94.2K in Q3 2023. 4 funds tracked by Wall St. Rank hold IPDP as of Q2 2025.

  • UBS Group reported no remaining Dividend Performers ETF position as of Q2 2025 after selling out during the quarter.
  • UBS Group sold 29 Dividend Performers ETF shares in Q2 2025, an estimated $554.
  • UBS Group first reported a position in Dividend Performers ETF in Q2 2022 and held it in 10 quarters.
  • UBS Group's Dividend Performers ETF position peaked at $94.2K in Q3 2023.
  • 4 funds tracked by Wall St. Rank held Dividend Performers ETF as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.