UBS Group
MARW icon

UBS Group’s AllianzIM U.S. Equity Buffer20 Mar ETF MARW Stock Holding History

UBS Group’s Portfolio MARW Stock Details MARW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-143
Closed -$4.91K – 10893
2025
Q4 		$4.91K Buy
+143
New +$4.84K ﹤0.01% 8763
2025
Q3 		– Sell
-12
Closed -$390 – 10679
2025
Q2 		$390 Buy
+12
New +$376 ﹤0.01% 9840
2025
Q1 		– Sell
-2,138
Closed -$66.4K – 10521
2024
Q4 		$66.4K Buy
+2,138
New +$65.9K ﹤0.01% 7121
2024
Q3 		– Sell
-547
Closed -$16.1K – 9842
2024
Q2 		$16.1K Buy
+547
New +$15.8K ﹤0.01% 7443
2024
Q1 		– Sell
-670
Closed -$18.7K – 9747
2023
Q4 		$18.7K Buy
670
+570
+570% +$15.5K ﹤0.01% 7148
2023
Q3 		$2.65K Buy
+100
New +$2.67K ﹤0.01% 7668

Other funds holding MARW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WW
Westshore Wealth Newport Beach, California $285M AUM 18.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FTEA
Forty-three Eighteen Advisors Bentonville, Arkansas $133M AUM
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return