UBS Group
LRGF icon

UBS Group’s iShares US Equity Factor ETF LRGF Stock Holding History

UBS Group’s Portfolio LRGF Stock Details LRGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.23M Sell
33,824
-3,715
-10% -$255K ﹤0.01% 4873
2025
Q4 		$2.61M Buy
37,539
+1,033
+3% +$71.6K ﹤0.01% 4706
2025
Q3 		$2.52M Buy
36,506
+2,536
+7% +$169K ﹤0.01% 4742
2025
Q2 		$2.18M Sell
33,970
-2,857
-8% -$169K ﹤0.01% 4727
2025
Q1 		$2.13M Sell
36,827
-1,272
-3% -$77.5K ﹤0.01% 4650
2024
Q4 		$2.3M Sell
38,099
-6,221
-14% -$378K ﹤0.01% 4590
2024
Q3 		$2.6M Buy
44,320
+4,593
+12% +$260K ﹤0.01% 3741
2024
Q2 		$2.21M Sell
39,727
-5,830
-13% -$313K ﹤0.01% 3678
2024
Q1 		$2.45M Buy
45,557
+3,054
+7% +$155K ﹤0.01% 3735
2023
Q4 		$2.05M Buy
42,503
+7,460
+21% +$336K ﹤0.01% 3796
2023
Q3 		$1.52M Sell
35,043
-11,413
-25% -$512K ﹤0.01% 3709
2023
Q2 		$2.07M Buy
46,456
+1,469
+3% +$61.9K ﹤0.01% 3487
2023
Q1 		$1.86M Buy
44,987
+2,059
+5% +$83.7K ﹤0.01% 3511
2022
Q4 		$1.67M Sell
42,928
-1,485
-3% -$58.1K ﹤0.01% 3569
2022
Q3 		$1.61M Buy
44,413
+1,152
+3% +$46.2K ﹤0.01% 3349
2022
Q2 		$1.64M Sell
43,261
-2,351
-5% -$96.6K ﹤0.01% 3319
2022
Q1 		$2.03M Sell
45,612
-122
-0.3% -$5.36K ﹤0.01% 3407
2021
Q4 		$2.13M Buy
45,734
+2,119
+5% +$94.8K ﹤0.01% 3680
2021
Q3 		$1.84M Sell
43,615
-1,560
-3% -$68.2K ﹤0.01% 3644
2021
Q2 		$1.94M Sell
45,175
-1,473
-3% -$62.3K ﹤0.01% 3610
2021
Q1 		$1.9M Sell
46,648
-5,724
-11% -$225K ﹤0.01% 3615
2020
Q4 		$1.97M Sell
52,372
-17,212
-25% -$613K ﹤0.01% 3423
2020
Q3 		$2.31M Sell
69,584
-15,561
-18% -$511K ﹤0.01% 2918
2020
Q2 		$2.65M Sell
85,145
-276,610
-76% -$8.21M ﹤0.01% 2618
2020
Q1 		$9.57M Sell
361,755
-235,764
-39% -$7.6M ﹤0.01% 1437
2019
Q4 		$20.6M Sell
597,519
-46,418
-7% -$1.54M 0.01% 1357
2019
Q3 		$20.6M Sell
643,937
-31,074
-5% -$988K 0.01% 1218
2019
Q2 		$21.4M Sell
675,011
-367,898
-35% -$11.5M 0.01% 1171
2019
Q1 		$32.4M Buy
1,042,909
+73,396
+8% +$2.22M 0.01% 864
2018
Q4 		$27M Buy
969,513
+232,080
+31% +$7.14M 0.01% 886
2018
Q3 		$24.8M Buy
737,433
+126,848
+21% +$4.23M 0.01% 1061
2018
Q2 		$19.5M Buy
610,585
+228,993
+60% +$7.39M 0.01% 1190
2018
Q1 		$12M Buy
381,592
+114,657
+43% +$3.7M 0.01% 1542
2017
Q4 		$8.49M Buy
266,935
+115,499
+76% +$3.6M ﹤0.01% 1870
2017
Q3 		$4.53M Sell
151,436
-45,944
-23% -$1.34M ﹤0.01% 2301
2017
Q2 		$5.67M Sell
197,380
-34,212
-15% -$971K ﹤0.01% 2040
2017
Q1 		$6.47M Buy
231,592
+112,645
+95% +$3.12M ﹤0.01% 1852
2016
Q4 		$3.18M Buy
118,947
+6,250
+6% +$161K ﹤0.01% 2502
2016
Q3 		$2.84M Buy
112,697
+95,185
+544% +$2.38M ﹤0.01% 2529
2016
Q2 		$424K Buy
17,512
+12,813
+273% +$310K ﹤0.01% 4016
2016
Q1 		$114K Buy
+4,699
New +$108K ﹤0.01% 4875

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

UBS Group's LRGF Position: Q1 2026 in Review

UBS Group reduced its iShares US Equity Factor ETF (LRGF) stake by 9.9% in Q1 2026, selling an estimated $255K and leaving 33,824 shares worth $2.23M. The position accounts for ﹤0.01% of the portfolio, ranked #4873.

UBS Group first reported a position in LRGF in Q1 2016 and has held it in 41 quarters since. The position peaked at $32.4M in Q1 2019. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • UBS Group held 33,824 shares of iShares US Equity Factor ETF worth $2.23M as of Q1 2026.
  • UBS Group sold 3,715 iShares US Equity Factor ETF shares in Q1 2026, an estimated $255K.
  • iShares US Equity Factor ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4873 holding.
  • UBS Group first reported a position in iShares US Equity Factor ETF in Q1 2016 and has held it in 41 quarters since.
  • UBS Group's iShares US Equity Factor ETF position peaked at $32.4M in Q1 2019.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

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