UBS Group
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UBS Group’s NYLIM Candriam U.S. Large Cap Equity ETF IQSU Stock Holding History

UBS Group’s Portfolio IQSU Stock Details IQSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-326
Closed -$15.6K – 10162
2024
Q3 		$15.6K Buy
326
+206
+172% +$9.52K ﹤0.01% 7507
2024
Q2 		$5.46K Sell
120
-3,434
-97% -$152K ﹤0.01% 7995
2024
Q1 		$158K Buy
+3,554
New +$153K ﹤0.01% 6009
2023
Q4 		– Sell
-1
Closed -$37 – 9589
2023
Q3 		$37 Sell
1
-64
-98% -$2.49K ﹤0.01% 9050
2023
Q2 		$2.52K Buy
65
+12
+23% +$436 ﹤0.01% 7741
2023
Q1 		$1.87K Sell
53
-46
-46% -$1.56K ﹤0.01% 8631
2022
Q4 		$3.17K Sell
99
-358
-78% -$11.7K ﹤0.01% 9552
2022
Q3 		$14K Buy
457
+301
+193% +$10.3K ﹤0.01% 7910
2022
Q2 		$5K Buy
156
+33
+27% +$1.16K ﹤0.01% 8886
2022
Q1 		$5K Sell
123
-116
-49% -$4.46K ﹤0.01% 9132
2021
Q4 		$10K Buy
+239
New +$9.56K ﹤0.01% 8780

Other funds holding IQSU

NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

UBS Group's IQSU Position: Q4 2024 in Review

UBS Group sold out of NYLIM Candriam U.S. Large Cap Equity ETF (IQSU) in Q4 2024, closing a stake of 326 shares — an estimated $15.6K sold.

UBS Group first reported a position in IQSU in Q4 2021 and held it in 11 quarters. The position peaked at $158K in Q1 2024. 25 funds tracked by Wall St. Rank hold IQSU as of Q4 2024.

  • UBS Group reported no remaining NYLIM Candriam U.S. Large Cap Equity ETF position as of Q4 2024 after selling out during the quarter.
  • UBS Group sold 326 NYLIM Candriam U.S. Large Cap Equity ETF shares in Q4 2024, an estimated $15.6K.
  • UBS Group first reported a position in NYLIM Candriam U.S. Large Cap Equity ETF in Q4 2021 and held it in 11 quarters.
  • UBS Group's NYLIM Candriam U.S. Large Cap Equity ETF position peaked at $158K in Q1 2024.
  • 25 funds tracked by Wall St. Rank held NYLIM Candriam U.S. Large Cap Equity ETF as of Q4 2024.

Based on UBS Group's 13F filing for Q4 2024, filed 14 Feb 2025.