UBS Group
PHEQ

UBS Group’s Parametric Hedged Equity ETF PHEQ Stock Holding History

UBS Group’s Portfolio PHEQ Stock Details PHEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$735 Buy
+23
New +$747 ﹤0.01% 9767
2025
Q3 		– Sell
-11,601
Closed -$356K – 10780
2025
Q2 		$356K Buy
11,601
+10,637
+1,103% +$309K ﹤0.01% 6296
2025
Q1 		$27.6K Buy
964
+837
+659% +$24.8K ﹤0.01% 8008
2024
Q4 		$3.75K Buy
127
+109
+606% +$3.19K ﹤0.01% 8834
2024
Q3 		$517 Sell
18
-308
-94% -$8.67K ﹤0.01% 8916
2024
Q2 		$9.08K Buy
326
+264
+426% +$7.21K ﹤0.01% 7762
2024
Q1 		$1.68K Buy
+62
New +$1.65K ﹤0.01% 8082

Other funds holding PHEQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group's PHEQ Position: Q1 2026 in Review

UBS Group opened a new position in Parametric Hedged Equity ETF (PHEQ) in Q1 2026: 23 shares worth $735. The stake represents ﹤0.01% of the portfolio and ranks #9767 among its holdings. This is a return to the name: UBS Group previously reported a position in PHEQ as recently as Q2 2025.

UBS Group first reported a position in PHEQ in Q1 2024 and has held it in 7 quarters since. The position peaked at $356K in Q2 2025. 18 funds tracked by Wall St. Rank hold PHEQ as of Q1 2026.

  • UBS Group held 23 shares of Parametric Hedged Equity ETF worth $735 as of Q1 2026.
  • Parametric Hedged Equity ETF was a new UBS Group position in Q1 2026.
  • Parametric Hedged Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9767 holding.
  • UBS Group first reported a position in Parametric Hedged Equity ETF in Q1 2024 and has held it in 7 quarters since.
  • UBS Group's Parametric Hedged Equity ETF position peaked at $356K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Parametric Hedged Equity ETF as of Q1 2026.

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