UBS Group’s LifeX 2050 Longevity Income ETF LFAI Stock Holding History

UBS Group’s Portfolio LFAI Stock Details LFAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$153	Buy	+1	New	+$154	﹤0.01%	10068
2025 Q4	–	Sell	-22	Closed	-$3.45K	–	11371
2025 Q3	$3.45K	Buy	+22	New	+$3.61K	﹤0.01%	9046

Other funds holding LFAI

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

SRHG

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

UBS Group's LFAI Position: Q1 2026 in Review

UBS Group opened a new position in LifeX 2050 Longevity Income ETF (LFAI) in Q1 2026: 1 share worth $153. The stake represents ﹤0.01% of the portfolio and ranks #10068 among its holdings. This is a return to the name: UBS Group previously reported a position in LFAI as recently as Q3 2025.

UBS Group first reported a position in LFAI in Q3 2025 and has held it in 2 quarters since. The position peaked at $3.45K in Q3 2025. 5 funds tracked by Wall St. Rank hold LFAI as of Q1 2026.

UBS Group held 1 share of LifeX 2050 Longevity Income ETF worth $153 as of Q1 2026.
LifeX 2050 Longevity Income ETF was a new UBS Group position in Q1 2026.
LifeX 2050 Longevity Income ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #10068 holding.
UBS Group first reported a position in LifeX 2050 Longevity Income ETF in Q3 2025 and has held it in 2 quarters since.
UBS Group's LifeX 2050 Longevity Income ETF position peaked at $3.45K in Q3 2025.
5 funds tracked by Wall St. Rank held LifeX 2050 Longevity Income ETF as of Q1 2026.

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