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
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

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.33B AUM
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

UBS Group's NATO Position: Q1 2026 in Review

UBS Group increased its Themes Transatlantic Defense ETF (NATO) stake by 53% in Q1 2026, buying an estimated $50.4K and bringing the position to 3,469 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #6847.

UBS Group first reported a position in NATO in Q4 2024 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold NATO as of Q1 2026.

  • UBS Group held 3,469 shares of Themes Transatlantic Defense ETF worth $134K as of Q1 2026.
  • UBS Group bought 1,206 Themes Transatlantic Defense ETF shares in Q1 2026, an estimated $50.4K.
  • Themes Transatlantic Defense ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6847 holding.
  • UBS Group first reported a position in Themes Transatlantic Defense ETF in Q4 2024 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held Themes Transatlantic Defense ETF as of Q1 2026.

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