UBS Group’s LifeX Durable Income ETF LFDR Stock Holding History

UBS Group’s Portfolio LFDR Stock Details LFDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2	Closed	-$379	–	11472
2025 Q4	$379	Buy	+2	New	+$385	﹤0.01%	9993

Other funds holding LFDR

SRHG

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

UBS Group's LFDR Position: Q1 2026 in Review

UBS Group sold out of LifeX Durable Income ETF (LFDR) in Q1 2026, closing a stake of 2 shares — an estimated $379 sold.

UBS Group first reported a position in LFDR in Q4 2025 and held it in 1 quarter. The position peaked at $379 in Q4 2025. 1 fund tracked by Wall St. Rank holds LFDR as of Q1 2026.

UBS Group reported no remaining LifeX Durable Income ETF position as of Q1 2026 after selling out during the quarter.
UBS Group sold 2 LifeX Durable Income ETF shares in Q1 2026, an estimated $379.
UBS Group first reported a position in LifeX Durable Income ETF in Q4 2025 and held it in 1 quarter.
UBS Group's LifeX Durable Income ETF position peaked at $379 in Q4 2025.
1 fund tracked by Wall St. Rank held LifeX Durable Income ETF as of Q1 2026.

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