UBS Group’s Monarch Blue Chips Elite Index ETF MBCE Stock Holding History

UBS Group’s Portfolio MBCE Stock Details MBCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$52.6K	Buy	1,524 +1,512	+12,600%	+$55K	﹤0.01%	7340
2025 Q4	$443	Sell	12 -117	-91%	-$4.3K	﹤0.01%	9960
2025 Q3	$4.75K	Buy	+129	New	+$4.74K	﹤0.01%	8930
2025 Q1	–	Sell	-26	Closed	-$896	–	10525
2024 Q4	$896	Buy	+26	New	+$914	﹤0.01%	9354
2024 Q1	–	Sell	-139	Closed	-$4.03K	–	9747
2023 Q4	$4.03K	Buy	+139	New	+$3.78K	﹤0.01%	7914
2023 Q3	–	Sell	-623	Closed	-$16.8K	–	9763
2023 Q2	$16.8K	Buy	+623	New	+$16K	﹤0.01%	6952
2023 Q1	–	Sell	-1,105	Closed	-$26.2K	–	10036
2022 Q4	$26.2K	Sell	1,105 -1,047	-49%	-$24.2K	﹤0.01%	7377
2022 Q3	$46K	Buy	2,152 +2,052	+2,052%	+$48.6K	﹤0.01%	6428
2022 Q2	$2K	Buy	+100	New	+$2.38K	﹤0.01%	9582
2022 Q1	–	Sell	-196	Closed	-$6K	–	10630
2021 Q4	$6K	Buy	+196	New	+$5.76K	﹤0.01%	9278
2021 Q2	–	Sell	-772	Closed	-$19K	–	9628
2021 Q1	$19K	Buy	+772	New	+$19.2K	﹤0.01%	7437

Other funds holding MBCE

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Millington Securities Red Bank, New Jersey $362M AUM

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MWM

Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

UBS Group's MBCE Position: Q1 2026 in Review

UBS Group increased its Monarch Blue Chips Elite Index ETF (MBCE) stake by 12,600% in Q1 2026, buying an estimated $55K and bringing the position to 1,524 shares worth $52.6K. The position accounts for ﹤0.01% of the portfolio, ranked #7340.

UBS Group first reported a position in MBCE in Q1 2021 and has held it in 11 quarters since. 11 funds tracked by Wall St. Rank hold MBCE as of Q1 2026.

UBS Group held 1,524 shares of Monarch Blue Chips Elite Index ETF worth $52.6K as of Q1 2026.
UBS Group bought 1,512 Monarch Blue Chips Elite Index ETF shares in Q1 2026, an estimated $55K.
Monarch Blue Chips Elite Index ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7340 holding.
UBS Group first reported a position in Monarch Blue Chips Elite Index ETF in Q1 2021 and has held it in 11 quarters since.
11 funds tracked by Wall St. Rank held Monarch Blue Chips Elite Index ETF as of Q1 2026.

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