UBS Group
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UBS Group’s Mindful Conservative ETF MFUL Stock Holding History

UBS Group’s Portfolio MFUL Stock Details MFUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.43K Buy
+251
New +$5.5K ﹤0.01% 8787
2025
Q3 		– Sell
-3,516
Closed -$76.4K – 10687
2025
Q2 		$76.4K Buy
3,516
+1,058
+43% +$22.7K ﹤0.01% 7449
2025
Q1 		$53.1K Buy
2,458
+1,956
+390% +$42.3K ﹤0.01% 7538
2024
Q4 		$10.8K Sell
502
-477
-49% -$10.4K ﹤0.01% 8277
2024
Q3 		$21.4K Buy
979
+59
+6% +$1.28K ﹤0.01% 7331
2024
Q2 		$19.7K Buy
920
+49
+6% +$1.04K ﹤0.01% 7314
2024
Q1 		$18.6K Sell
871
-570
-40% -$12K ﹤0.01% 6954
2023
Q4 		$30.2K Buy
+1,441
New +$30.7K ﹤0.01% 6843
2023
Q3 		– Sell
-595
Closed -$13K – 9771
2023
Q2 		$13K Sell
595
-2,782
-82% -$60.2K ﹤0.01% 7054
2023
Q1 		$72.8K Buy
3,377
+3,123
+1,230% +$67.2K ﹤0.01% 6159
2022
Q4 		$5.46K Sell
254
-28
-10% -$601 ﹤0.01% 9181
2022
Q3 		$6K Sell
282
-34
-11% -$729 ﹤0.01% 9036
2022
Q2 		$7K Buy
316
+211
+201% +$4.65K ﹤0.01% 8504
2022
Q1 		$2K Sell
105
-23
-18% -$541 ﹤0.01% 9650
2021
Q4 		$3K Buy
+128
New +$3.16K ﹤0.01% 9670

Other funds holding MFUL

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $152M AUM 16.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
MWM
Mosley Wealth Management Anaheim, California $314M AUM

UBS Group's MFUL Position: Q1 2026 in Review

UBS Group opened a new position in Mindful Conservative ETF (MFUL) in Q1 2026: 251 shares worth $5.43K. The stake represents ﹤0.01% of the portfolio and ranks #8787 among its holdings. This is a return to the name: UBS Group previously reported a position in MFUL as recently as Q2 2025.

UBS Group first reported a position in MFUL in Q4 2021 and has held it in 15 quarters since. The position peaked at $76.4K in Q2 2025. 9 funds tracked by Wall St. Rank hold MFUL as of Q1 2026.

  • UBS Group held 251 shares of Mindful Conservative ETF worth $5.43K as of Q1 2026.
  • Mindful Conservative ETF was a new UBS Group position in Q1 2026.
  • Mindful Conservative ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8787 holding.
  • UBS Group first reported a position in Mindful Conservative ETF in Q4 2021 and has held it in 15 quarters since.
  • UBS Group's Mindful Conservative ETF position peaked at $76.4K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Mindful Conservative ETF as of Q1 2026.

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