UBS Group’s LifeX 2035 Income Bucket ETF LDDR Stock Holding History

UBS Group’s Portfolio LDDR Stock Details LDDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.3K	Buy	143 +129	+921%	+$10.3K	﹤0.01%	8507
2026 Q1	$1.14K	Buy	+14	New	+$1.16K	﹤0.01%	9611
2025 Q2	–	Sell	-123	Closed	-$10.9K	–	11089
2025 Q1	$10.9K	Buy	+123	New	+$10.9K	﹤0.01%	8590

Other funds holding LDDR

SRHG

Stone Ridge Holdings Group New York $18.6M AUM 9.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return

DFS

Demming Financial Services Aurora, Ohio $157M AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

UBS Group's LDDR Position: Q2 2026 in Review

UBS Group increased its LifeX 2035 Income Bucket ETF (LDDR) stake by 921% in Q2 2026, buying an estimated $10.3K and bringing the position to 143 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #8507.

UBS Group first reported a position in LDDR in Q1 2025 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold LDDR as of Q2 2026.

UBS Group held 143 shares of LifeX 2035 Income Bucket ETF worth $11.3K as of Q2 2026.
UBS Group bought 129 LifeX 2035 Income Bucket ETF shares in Q2 2026, an estimated $10.3K.
LifeX 2035 Income Bucket ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8507 holding.
UBS Group first reported a position in LifeX 2035 Income Bucket ETF in Q1 2025 and has held it in 3 quarters since.
8 funds tracked by Wall St. Rank held LifeX 2035 Income Bucket ETF as of Q2 2026.

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