UBS Group
LSAF icon

UBS Group’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History

UBS Group’s Portfolio LSAF Stock Details LSAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$208K Buy
4,534
+3,515
+345% +$163K ﹤0.01% 6616
2025
Q4 		$45.9K Sell
1,019
-31,302
-97% -$1.4M ﹤0.01% 7270
2025
Q3 		$1.45M Sell
32,321
-4,728
-13% -$206K ﹤0.01% 5257
2025
Q2 		$1.57M Buy
37,049
+15,336
+71% +$613K ﹤0.01% 5046
2025
Q1 		$858K Buy
21,713
+5,224
+32% +$216K ﹤0.01% 5417
2024
Q4 		$668K Buy
16,489
+15,309
+1,297% +$646K ﹤0.01% 5640
2024
Q3 		$48.8K Sell
1,180
-2,885
-71% -$113K ﹤0.01% 6837
2024
Q2 		$154K Sell
4,065
-939
-19% -$35.4K ﹤0.01% 5853
2024
Q1 		$196K Buy
+5,004
New +$181K ﹤0.01% 5869
2023
Q4 		– Sell
-1,900
Closed -$60.1K – 9649
2023
Q3 		$60.1K Sell
1,900
-1,738
-48% -$56.3K ﹤0.01% 6179
2023
Q2 		$116K Buy
3,638
+3,366
+1,238% +$102K ﹤0.01% 5882
2023
Q1 		$8.28K Sell
272
-54
-17% -$1.68K ﹤0.01% 7736
2022
Q4 		$9.81K Buy
+326
New +$9.81K ﹤0.01% 8607
2022
Q3 		– Sell
-911
Closed -$25K – 10676
2022
Q2 		$25K Sell
911
-385
-30% -$11.8K ﹤0.01% 6606
2022
Q1 		$42K Buy
1,296
+1,287
+14,300% +$42.6K ﹤0.01% 6658
2021
Q4 		$0 Sell
9
-283
-97% -$9.62K ﹤0.01% 10505
2021
Q3 		$9K Buy
+292
New +$9.71K ﹤0.01% 8097
2021
Q2 		– Sell
-309
Closed -$10K – 9621
2021
Q1 		$10K Buy
+309
New +$9.21K ﹤0.01% 7930
2020
Q4 		– Sell
-3,086
Closed -$77K – 8587
2020
Q3 		$77K Buy
3,086
+897
+41% +$22.3K ﹤0.01% 5336
2020
Q2 		$51K Buy
+2,189
New +$48K ﹤0.01% 5837
2020
Q1 		– Sell
-477
Closed -$13K – 8205
2019
Q4 		$13K Sell
477
-525
-52% -$13.6K ﹤0.01% 7145
2019
Q3 		$25K Buy
+1,002
New +$24.8K ﹤0.01% 6604

Other funds holding LSAF

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM

UBS Group's LSAF Position: Q1 2026 in Review

UBS Group increased its LeaderShares AlphaFactor US Core Equity ETF (LSAF) stake by 345% in Q1 2026, buying an estimated $163K and bringing the position to 4,534 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #6616.

UBS Group first reported a position in LSAF in Q3 2019 and has held it in 22 quarters since. The position peaked at $1.57M in Q2 2025. 23 funds tracked by Wall St. Rank hold LSAF as of Q1 2026.

  • UBS Group held 4,534 shares of LeaderShares AlphaFactor US Core Equity ETF worth $208K as of Q1 2026.
  • UBS Group bought 3,515 LeaderShares AlphaFactor US Core Equity ETF shares in Q1 2026, an estimated $163K.
  • LeaderShares AlphaFactor US Core Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6616 holding.
  • UBS Group first reported a position in LeaderShares AlphaFactor US Core Equity ETF in Q3 2019 and has held it in 22 quarters since.
  • UBS Group's LeaderShares AlphaFactor US Core Equity ETF position peaked at $1.57M in Q2 2025.
  • 23 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q1 2026.

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