UBS Group
NATO

UBS Group’s Themes Transatlantic Defense ETF NATO Stock Holding History

UBS Group’s Portfolio NATO Stock Details NATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,469
Closed -$134K – 11276
2026
Q1 		$134K Buy
3,469
+1,206
+53% +$50.4K ﹤0.01% 6847
2025
Q4 		$86.6K Buy
+2,263
New +$85.3K ﹤0.01% 6975
2025
Q1 		– Sell
-518
Closed -$13.2K – 10895
2024
Q4 		$13.2K Buy
+518
New +$13.5K ﹤0.01% 8157

Other funds holding NATO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

UBS Group's NATO Position: Q2 2026 in Review

UBS Group sold out of Themes Transatlantic Defense ETF (NATO) in Q2 2026, closing a stake of 3,469 shares — an estimated $134K sold.

UBS Group first reported a position in NATO in Q4 2024 and held it in 3 quarters. The position peaked at $134K in Q1 2026. 28 funds tracked by Wall St. Rank hold NATO as of Q2 2026.

  • UBS Group reported no remaining Themes Transatlantic Defense ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 3,469 Themes Transatlantic Defense ETF shares in Q2 2026, an estimated $134K.
  • UBS Group first reported a position in Themes Transatlantic Defense ETF in Q4 2024 and held it in 3 quarters.
  • UBS Group's Themes Transatlantic Defense ETF position peaked at $134K in Q1 2026.
  • 28 funds tracked by Wall St. Rank held Themes Transatlantic Defense ETF as of Q2 2026.

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