UBS Group
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UBS Group’s Natixis Loomis Sayles Focused Growth ETF LSGR Stock Holding History

UBS Group’s Portfolio LSGR Stock Details LSGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$156K Buy
+3,693
New +$161K ﹤0.01% 6938
2024
Q1 		– Sell
-50
Closed -$1.4K – 9735
2023
Q4 		$1.4K Buy
+50
New +$1.3K ﹤0.01% 8314

Other funds holding LSGR

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

UBS Group's LSGR Position: Q2 2026 in Review

UBS Group opened a new position in Natixis Loomis Sayles Focused Growth ETF (LSGR) in Q2 2026: 3,693 shares worth $156K. The stake represents ﹤0.01% of the portfolio and ranks #6938 among its holdings. This is a return to the name: UBS Group previously reported a position in LSGR as recently as Q4 2023.

UBS Group first reported a position in LSGR in Q4 2023 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold LSGR as of Q2 2026.

  • UBS Group held 3,693 shares of Natixis Loomis Sayles Focused Growth ETF worth $156K as of Q2 2026.
  • Natixis Loomis Sayles Focused Growth ETF was a new UBS Group position in Q2 2026.
  • Natixis Loomis Sayles Focused Growth ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6938 holding.
  • UBS Group first reported a position in Natixis Loomis Sayles Focused Growth ETF in Q4 2023 and has held it in 2 quarters since.
  • 60 funds tracked by Wall St. Rank held Natixis Loomis Sayles Focused Growth ETF as of Q2 2026.

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