UBS Group
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UBS Group’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

UBS Group’s Portfolio LRGE Stock Details LRGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38.2M Buy
446,279
+6,126
+1% +$512K ﹤0.01% 2016
2026
Q1 		$33.1M Buy
440,153
+293,557
+200% +$23.3M 0.01% 2070
2025
Q4 		$12.1M Buy
146,596
+9,575
+7% +$795K ﹤0.01% 3097
2025
Q3 		$11.4M Sell
137,021
-6,071
-4% -$488K ﹤0.01% 3150
2025
Q2 		$11.3M Sell
143,092
-4,381
-3% -$319K ﹤0.01% 2955
2025
Q1 		$10.3M Sell
147,473
-7,954
-5% -$596K ﹤0.01% 3007
2024
Q4 		$11.7M Sell
155,427
-44
-0% -$3.33K ﹤0.01% 2877
2024
Q3 		$11.4M Buy
155,471
+5,733
+4% +$404K ﹤0.01% 2252
2024
Q2 		$10.5M Buy
149,738
+44,165
+42% +$2.95M ﹤0.01% 2180
2024
Q1 		$7.08M Buy
105,573
+118
+0.1% +$7.58K ﹤0.01% 2591
2023
Q4 		$6.29M Buy
105,455
+11,389
+12% +$629K ﹤0.01% 2524
2023
Q3 		$4.88M Buy
94,066
+19,275
+26% +$1.04M ﹤0.01% 2593
2023
Q2 		$4.06M Buy
74,791
+19,309
+35% +$961K ﹤0.01% 2794
2023
Q1 		$2.65M Buy
55,482
+22,281
+67% +$996K ﹤0.01% 3137
2022
Q4 		$1.36M Buy
33,201
+2,380
+8% +$99.7K ﹤0.01% 3779
2022
Q3 		$1.22M Buy
30,821
+5,359
+21% +$239K ﹤0.01% 3585
2022
Q2 		$1.06M Sell
25,462
-6,892
-21% -$316K ﹤0.01% 3689
2022
Q1 		$1.74M Buy
32,354
+3,839
+13% +$205K ﹤0.01% 3564
2021
Q4 		$1.73M Buy
28,515
+1,587
+6% +$95.7K ﹤0.01% 3865
2021
Q3 		$1.52M Buy
26,928
+671
+3% +$38.6K ﹤0.01% 3823
2021
Q2 		$1.47M Sell
26,257
-1,851
-7% -$98.9K ﹤0.01% 3848
2021
Q1 		$1.42M Buy
28,108
+21,629
+334% +$1.08M ﹤0.01% 3897
2020
Q4 		$324K Buy
6,479
+405
+7% +$19.4K ﹤0.01% 4916
2020
Q3 		$278K Buy
6,074
+798
+15% +$35.4K ﹤0.01% 4596
2020
Q2 		$215K Buy
5,276
+4,289
+435% +$161K ﹤0.01% 4757
2020
Q1 		$32K Buy
+987
New +$36.4K ﹤0.01% 6168
2018
Q4 		– Sell
-18
Closed -$1K – 8183
2018
Q3 		$1K Sell
18
-187
-91% -$6.2K ﹤0.01% 7837
2018
Q2 		$6K Sell
205
-12
-6% -$379 ﹤0.01% 7410
2018
Q1 		$6K Buy
+217
New +$6.57K ﹤0.01% 7152

Other funds holding LRGE

OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

UBS Group's LRGE Position: Q2 2026 in Review

UBS Group increased its ClearBridge Large Cap Growth Select ETF (LRGE) stake by 1.4% in Q2 2026, buying an estimated $512K and bringing the position to 446,279 shares worth $38.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2016.

UBS Group first reported a position in LRGE in Q1 2018 and has held it in 29 quarters since. 79 funds tracked by Wall St. Rank hold LRGE as of Q2 2026.

  • UBS Group held 446,279 shares of ClearBridge Large Cap Growth Select ETF worth $38.2M as of Q2 2026.
  • UBS Group bought 6,126 ClearBridge Large Cap Growth Select ETF shares in Q2 2026, an estimated $512K.
  • ClearBridge Large Cap Growth Select ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2016 holding.
  • UBS Group first reported a position in ClearBridge Large Cap Growth Select ETF in Q1 2018 and has held it in 29 quarters since.
  • 79 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2026.

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