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
Q2 		$7.58K Buy
338
+87
+35% +$1.93K ﹤0.01% 8754
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $314M AUM

UBS Group's MFUL Position: Q2 2026 in Review

UBS Group increased its Mindful Conservative ETF (MFUL) stake by 35% in Q2 2026, buying an estimated $1.93K and bringing the position to 338 shares worth $7.58K. The position accounts for ﹤0.01% of the portfolio, ranked #8754.

UBS Group first reported a position in MFUL in Q4 2021 and has held it in 16 quarters since. The position peaked at $76.4K in Q2 2025. 7 funds tracked by Wall St. Rank hold MFUL as of Q2 2026.

  • UBS Group held 338 shares of Mindful Conservative ETF worth $7.58K as of Q2 2026.
  • UBS Group bought 87 Mindful Conservative ETF shares in Q2 2026, an estimated $1.93K.
  • Mindful Conservative ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8754 holding.
  • UBS Group first reported a position in Mindful Conservative ETF in Q4 2021 and has held it in 16 quarters since.
  • UBS Group's Mindful Conservative ETF position peaked at $76.4K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Mindful Conservative ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.