UBS Group
MVFG icon

UBS Group’s Monarch Volume Factor Global Unconstrained Index ETF MVFG Stock Holding History

UBS Group’s Portfolio MVFG Stock Details MVFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.35K Buy
42
+9
+27% +$301 ﹤0.01% 9540
2025
Q4 		$1.02K Sell
33
-67
-67% -$2.08K ﹤0.01% 9720
2025
Q3 		$3.13K Buy
+100
New +$2.92K ﹤0.01% 9084
2025
Q2 		– Sell
-295
Closed -$7.43K – 10939
2025
Q1 		$7.43K Buy
295
+294
+29,400% +$7.65K ﹤0.01% 8826
2024
Q4 		$26 Buy
+1
New +$27 ﹤0.01% 9758

Other funds holding MVFG

KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
MS
Millington Securities Red Bank, New Jersey $362M AUM
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
WMA
West Michigan Advisors Holland, Michigan $455M AUM 31.82% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group's MVFG Position: Q1 2026 in Review

UBS Group increased its Monarch Volume Factor Global Unconstrained Index ETF (MVFG) stake by 27% in Q1 2026, buying an estimated $301 and bringing the position to 42 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #9540.

UBS Group first reported a position in MVFG in Q4 2024 and has held it in 5 quarters since. The position peaked at $7.43K in Q1 2025. 7 funds tracked by Wall St. Rank hold MVFG as of Q1 2026.

  • UBS Group held 42 shares of Monarch Volume Factor Global Unconstrained Index ETF worth $1.35K as of Q1 2026.
  • UBS Group bought 9 Monarch Volume Factor Global Unconstrained Index ETF shares in Q1 2026, an estimated $301.
  • Monarch Volume Factor Global Unconstrained Index ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9540 holding.
  • UBS Group first reported a position in Monarch Volume Factor Global Unconstrained Index ETF in Q4 2024 and has held it in 5 quarters since.
  • UBS Group's Monarch Volume Factor Global Unconstrained Index ETF position peaked at $7.43K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Monarch Volume Factor Global Unconstrained Index ETF as of Q1 2026.

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