UBS Group
OAEM icon

UBS Group’s OneAscent Emerging Markets ETF OAEM Stock Holding History

UBS Group’s Portfolio OAEM Stock Details OAEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.2K Sell
305
-422
-58% -$19.8K ﹤0.01% 8324
2026
Q1 		$29.3K Buy
+727
New +$29.9K ﹤0.01% 7704
2025
Q4 		– Sell
-403
Closed -$13.9K – 10978
2025
Q3 		$13.9K Buy
+403
New +$13.4K ﹤0.01% 8383
2025
Q2 		– Sell
-1,596
Closed -$45.8K – 10666
2025
Q1 		$45.8K Sell
1,596
-32
-2% -$954 ﹤0.01% 7660
2024
Q4 		$47.4K Buy
+1,628
New +$49.3K ﹤0.01% 7337
2024
Q3 		– Sell
-1,601
Closed -$48.7K – 9905
2024
Q2 		$48.7K Buy
1,601
+873
+120% +$25.8K ﹤0.01% 6711
2024
Q1 		$21.8K Buy
+728
New +$20.9K ﹤0.01% 6889
2023
Q4 		– Sell
-39
Closed -$1.04K – 9730
2023
Q3 		$1.04K Buy
+39
New +$1.1K ﹤0.01% 8158

Other funds holding OAEM

OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
OFO
OneAscent Family Office Birmingham, Alabama $198M AUM 34.53% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

UBS Group's OAEM Position: Q2 2026 in Review

UBS Group reduced its OneAscent Emerging Markets ETF (OAEM) stake by 58% in Q2 2026, selling an estimated $19.8K and leaving 305 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #8324.

UBS Group first reported a position in OAEM in Q3 2023 and has held it in 8 quarters since. The position peaked at $48.7K in Q2 2024. 31 funds tracked by Wall St. Rank hold OAEM as of Q2 2026.

  • UBS Group held 305 shares of OneAscent Emerging Markets ETF worth $15.2K as of Q2 2026.
  • UBS Group sold 422 OneAscent Emerging Markets ETF shares in Q2 2026, an estimated $19.8K.
  • OneAscent Emerging Markets ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8324 holding.
  • UBS Group first reported a position in OneAscent Emerging Markets ETF in Q3 2023 and has held it in 8 quarters since.
  • UBS Group's OneAscent Emerging Markets ETF position peaked at $48.7K in Q2 2024.
  • 31 funds tracked by Wall St. Rank held OneAscent Emerging Markets ETF as of Q2 2026.

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