UBS Group’s IQ Candriam US 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 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 $11.8B AUM 23.45% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

UBS Group's IQSM Position: Q1 2026 in Review

UBS Group opened a new position in IQ Candriam US Mid Cap Equity ETF (IQSM) in Q1 2026: 4 shares worth $139. The stake represents ﹤0.01% of the portfolio and ranks #10083 among its holdings. This is a return to the name: UBS Group previously reported a position in IQSM as recently as Q3 2025.

UBS Group first reported a position in IQSM in Q2 2025 and has held it in 3 quarters since. The position peaked at $9.22K in Q2 2025. 6 funds tracked by Wall St. Rank hold IQSM as of Q1 2026.

UBS Group held 4 shares of IQ Candriam US Mid Cap Equity ETF worth $139 as of Q1 2026.
IQ Candriam US Mid Cap Equity ETF was a new UBS Group position in Q1 2026.
IQ Candriam US Mid Cap Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #10083 holding.
UBS Group first reported a position in IQ Candriam US Mid Cap Equity ETF in Q2 2025 and has held it in 3 quarters since.
UBS Group's IQ Candriam US Mid Cap Equity ETF position peaked at $9.22K in Q2 2025.
6 funds tracked by Wall St. Rank held IQ Candriam US Mid Cap Equity ETF as of Q1 2026.

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