UBS Group’s LSV Disciplined Value ETF LSVD Stock Holding History

UBS Group’s Portfolio LSVD Stock Details LSVD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-121	Closed	-$3.6K	–	11476
2025 Q4	$3.6K	Buy	+121	New	+$3.5K	﹤0.01%	8986

Other funds holding LSVD

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return

UBS Group's LSVD Position: Q1 2026 in Review

UBS Group sold out of LSV Disciplined Value ETF (LSVD) in Q1 2026, closing a stake of 121 shares — an estimated $3.6K sold.

UBS Group first reported a position in LSVD in Q4 2025 and held it in 1 quarter. The position peaked at $3.6K in Q4 2025. 3 funds tracked by Wall St. Rank hold LSVD as of Q1 2026.

UBS Group reported no remaining LSV Disciplined Value ETF position as of Q1 2026 after selling out during the quarter.
UBS Group sold 121 LSV Disciplined Value ETF shares in Q1 2026, an estimated $3.6K.
UBS Group first reported a position in LSV Disciplined Value ETF in Q4 2025 and held it in 1 quarter.
UBS Group's LSV Disciplined Value ETF position peaked at $3.6K in Q4 2025.
3 funds tracked by Wall St. Rank held LSV Disciplined Value ETF as of Q1 2026.

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