UBS Group’s Optimize Strategy Index ETF OPTZ Stock Holding History

UBS Group’s Portfolio OPTZ Stock Details OPTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$33.3K	Buy	669 +127	+23%	+$5.56K	﹤0.01%	7820
2026 Q1	$19.6K	Buy	+542	New	+$20.3K	﹤0.01%	7948
2025 Q4	–	Sell	-3,554	Closed	-$125K	–	11315
2025 Q3	$125K	Buy	3,554 +115	+3%	+$3.81K	﹤0.01%	6971
2025 Q2	$106K	Buy	3,439 +2,911	+551%	+$81.7K	﹤0.01%	7190
2025 Q1	$14.2K	Buy	528 +421	+393%	+$12.3K	﹤0.01%	8435
2024 Q4	$3.16K	Sell	107 -10	-9%	-$299	﹤0.01%	8922
2024 Q3	$3.35K	Sell	117 -2,467	-95%	-$67.3K	﹤0.01%	8280
2024 Q2	$69.3K	Buy	+2,584	New	+$68.1K	﹤0.01%	6436

Other funds holding OPTZ

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

UBS Group's OPTZ Position: Q2 2026 in Review

UBS Group increased its Optimize Strategy Index ETF (OPTZ) stake by 23% in Q2 2026, buying an estimated $5.56K and bringing the position to 669 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #7820.

UBS Group first reported a position in OPTZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $125K in Q3 2025. 5 funds tracked by Wall St. Rank hold OPTZ as of Q2 2026.

UBS Group held 669 shares of Optimize Strategy Index ETF worth $33.3K as of Q2 2026.
UBS Group bought 127 Optimize Strategy Index ETF shares in Q2 2026, an estimated $5.56K.
Optimize Strategy Index ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7820 holding.
UBS Group first reported a position in Optimize Strategy Index ETF in Q2 2024 and has held it in 8 quarters since.
UBS Group's Optimize Strategy Index ETF position peaked at $125K in Q3 2025.
5 funds tracked by Wall St. Rank held Optimize Strategy Index ETF as of Q2 2026.

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