UBS Group
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UBS Group’s Matthews Emerging Markets ex China Active ETF MEMX Stock Holding History

UBS Group’s Portfolio MEMX Stock Details MEMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.9K Buy
+348
New +$14.3K ﹤0.01% 8201
2025
Q2 		– Sell
-310
Closed -$8.68K – 10615
2025
Q1 		$8.68K Buy
310
+85
+38% +$2.45K ﹤0.01% 8735
2024
Q4 		$6.52K Buy
+225
New +$6.76K ﹤0.01% 8556
2023
Q2 		– Sell
-1,440
Closed -$36.1K – 9362
2023
Q1 		$36.1K Buy
+1,440
New +$36.5K ﹤0.01% 6666

Other funds holding MEMX

QA
Quattro Advisors Pittsburgh, Pennsylvania $115M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return

UBS Group's MEMX Position: Q1 2026 in Review

UBS Group opened a new position in Matthews Emerging Markets ex China Active ETF (MEMX) in Q1 2026: 348 shares worth $13.9K. The stake represents ﹤0.01% of the portfolio and ranks #8201 among its holdings. This is a return to the name: UBS Group previously reported a position in MEMX as recently as Q1 2025.

UBS Group first reported a position in MEMX in Q1 2023 and has held it in 4 quarters since. The position peaked at $36.1K in Q1 2023. 15 funds tracked by Wall St. Rank hold MEMX as of Q1 2026.

  • UBS Group held 348 shares of Matthews Emerging Markets ex China Active ETF worth $13.9K as of Q1 2026.
  • Matthews Emerging Markets ex China Active ETF was a new UBS Group position in Q1 2026.
  • Matthews Emerging Markets ex China Active ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8201 holding.
  • UBS Group first reported a position in Matthews Emerging Markets ex China Active ETF in Q1 2023 and has held it in 4 quarters since.
  • UBS Group's Matthews Emerging Markets ex China Active ETF position peaked at $36.1K in Q1 2023.
  • 15 funds tracked by Wall St. Rank held Matthews Emerging Markets ex China Active ETF as of Q1 2026.

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