UBS Group’s LifeX 2055 Longevity Income ETF LFAO Stock Holding History

UBS Group’s Portfolio LFAO Stock Details LFAO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.1K	Buy	61 +6	+11%	+$1.01K	﹤0.01%	8382
2025 Q4	$9.27K	Hold	55	–	–	﹤0.01%	8300
2025 Q3	$9.4K	Buy	+55	New	+$9.67K	﹤0.01%	8605

Other funds holding LFAO

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

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

SRHG

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

UBS Group's LFAO Position: Q1 2026 in Review

UBS Group increased its LifeX 2055 Longevity Income ETF (LFAO) stake by 11% in Q1 2026, buying an estimated $1.01K and bringing the position to 61 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #8382.

UBS Group first reported a position in LFAO in Q3 2025 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold LFAO as of Q1 2026.

UBS Group held 61 shares of LifeX 2055 Longevity Income ETF worth $10.1K as of Q1 2026.
UBS Group bought 6 LifeX 2055 Longevity Income ETF shares in Q1 2026, an estimated $1.01K.
LifeX 2055 Longevity Income ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8382 holding.
UBS Group first reported a position in LifeX 2055 Longevity Income ETF in Q3 2025 and has held it in 3 quarters since.
4 funds tracked by Wall St. Rank held LifeX 2055 Longevity Income ETF as of Q1 2026.

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