UBS Group’s NYLIM Candriam U.S. Mid Cap Equity ETF IQSM Stock Holding History

UBS Group’s Portfolio IQSM Stock Details IQSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$38.8K	Buy	976 +972	+24,300%	+$36.6K	﹤0.01%	7719
2026 Q1	$139	Buy	+4	New	+$143	﹤0.01%	10083
2025 Q4	–	Sell	-13	Closed	-$441	–	10843
2025 Q3	$441	Sell	13 -273	-95%	-$9.13K	﹤0.01%	9676
2025 Q2	$9.22K	Buy	+286	New	+$8.77K	﹤0.01%	8902

Other funds holding IQSM

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group's IQSM Position: Q2 2026 in Review

UBS Group increased its NYLIM Candriam U.S. Mid Cap Equity ETF (IQSM) stake by 24,300% in Q2 2026, buying an estimated $36.6K and bringing the position to 976 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #7719.

UBS Group first reported a position in IQSM in Q2 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold IQSM as of Q2 2026.

UBS Group held 976 shares of NYLIM Candriam U.S. Mid Cap Equity ETF worth $38.8K as of Q2 2026.
UBS Group bought 972 NYLIM Candriam U.S. Mid Cap Equity ETF shares in Q2 2026, an estimated $36.6K.
NYLIM Candriam U.S. Mid Cap Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7719 holding.
UBS Group first reported a position in NYLIM Candriam U.S. Mid Cap Equity ETF in Q2 2025 and has held it in 4 quarters since.
7 funds tracked by Wall St. Rank held NYLIM Candriam U.S. Mid Cap Equity ETF as of Q2 2026.

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