UBS Group
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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
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 $1.85B AUM 18.45% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
OFO
OneAscent Family Office Birmingham, Alabama $143M AUM 24.13% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
PP
Patron Partners Houston, Texas $226M AUM 21.26% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return

UBS Group's OAEM Position: Q1 2026 in Review

UBS Group opened a new position in OneAscent Emerging Markets ETF (OAEM) in Q1 2026: 727 shares worth $29.3K. The stake represents ﹤0.01% of the portfolio and ranks #7704 among its holdings. This is a return to the name: UBS Group previously reported a position in OAEM as recently as Q3 2025.

UBS Group first reported a position in OAEM in Q3 2023 and has held it in 7 quarters since. The position peaked at $48.7K in Q2 2024. 28 funds tracked by Wall St. Rank hold OAEM as of Q1 2026.

  • UBS Group held 727 shares of OneAscent Emerging Markets ETF worth $29.3K as of Q1 2026.
  • OneAscent Emerging Markets ETF was a new UBS Group position in Q1 2026.
  • OneAscent Emerging Markets ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7704 holding.
  • UBS Group first reported a position in OneAscent Emerging Markets ETF in Q3 2023 and has held it in 7 quarters since.
  • UBS Group's OneAscent Emerging Markets ETF position peaked at $48.7K in Q2 2024.
  • 28 funds tracked by Wall St. Rank held OneAscent Emerging Markets ETF as of Q1 2026.

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