UBS Group
KAT

UBS Group’s Scharf ETF KAT Stock Holding History

UBS Group’s Portfolio KAT Stock Details KAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.36K Sell
156
-172
-52% -$9.6K ﹤0.01% 8513
2025
Q4 		$18K Sell
328
-61,339
-99% -$3.36M ﹤0.01% 7863
2025
Q3 		$3.47M Buy
+61,667
New +$3.4M ﹤0.01% 4415

Other funds holding KAT

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
RYIA
Roehl & Yi Investment Advisors Eugene, Oregon $266M AUM 20.02% 1-Year Est. Return

UBS Group's KAT Position: Q1 2026 in Review

UBS Group reduced its Scharf ETF (KAT) stake by 52% in Q1 2026, selling an estimated $9.6K and leaving 156 shares worth $8.36K. The position accounts for ﹤0.01% of the portfolio, ranked #8513.

UBS Group first reported a position in KAT in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.47M in Q3 2025. 41 funds tracked by Wall St. Rank hold KAT as of Q1 2026.

  • UBS Group held 156 shares of Scharf ETF worth $8.36K as of Q1 2026.
  • UBS Group sold 172 Scharf ETF shares in Q1 2026, an estimated $9.6K.
  • Scharf ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8513 holding.
  • UBS Group first reported a position in Scharf ETF in Q3 2025 and has held it in 3 quarters since.
  • UBS Group's Scharf ETF position peaked at $3.47M in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Scharf ETF as of Q1 2026.

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