UBS Group
LDDR

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
Q1 		$1.14K Buy
+14
New +$1.16K ﹤0.01% 9611
2025
Q2 		– Sell
-123
Closed -$10.9K – 11088
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return
DFS
Demming Financial Services Aurora, Ohio $157M AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WOSD
WFA of San Diego San Diego, California $125M AUM 17.62% 1-Year Est. Return

UBS Group's LDDR Position: Q1 2026 in Review

UBS Group opened a new position in LifeX 2035 Income Bucket ETF (LDDR) in Q1 2026: 14 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #9611 among its holdings. This is a return to the name: UBS Group previously reported a position in LDDR as recently as Q1 2025.

UBS Group first reported a position in LDDR in Q1 2025 and has held it in 2 quarters since. The position peaked at $10.9K in Q1 2025. 9 funds tracked by Wall St. Rank hold LDDR as of Q1 2026.

  • UBS Group held 14 shares of LifeX 2035 Income Bucket ETF worth $1.14K as of Q1 2026.
  • LifeX 2035 Income Bucket ETF was a new UBS Group position in Q1 2026.
  • LifeX 2035 Income Bucket ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9611 holding.
  • UBS Group first reported a position in LifeX 2035 Income Bucket ETF in Q1 2025 and has held it in 2 quarters since.
  • UBS Group's LifeX 2035 Income Bucket ETF position peaked at $10.9K in Q1 2025.
  • 9 funds tracked by Wall St. Rank held LifeX 2035 Income Bucket ETF as of Q1 2026.

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