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
Q2 		– Sell
-23
Closed -$735 – 10888
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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $264M AUM 20.39% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
BPW
BlueDoor Private Wealth Beverly, Massachusetts $238M AUM

UBS Group's PHEQ Position: Q2 2026 in Review

UBS Group sold out of Parametric Hedged Equity ETF (PHEQ) in Q2 2026, closing a stake of 23 shares — an estimated $735 sold.

UBS Group first reported a position in PHEQ in Q1 2024 and held it in 7 quarters. The position peaked at $356K in Q2 2025. 16 funds tracked by Wall St. Rank hold PHEQ as of Q2 2026.

  • UBS Group reported no remaining Parametric Hedged Equity ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 23 Parametric Hedged Equity ETF shares in Q2 2026, an estimated $735.
  • UBS Group first reported a position in Parametric Hedged Equity ETF in Q1 2024 and held it in 7 quarters.
  • UBS Group's Parametric Hedged Equity ETF position peaked at $356K in Q2 2025.
  • 16 funds tracked by Wall St. Rank held Parametric Hedged Equity ETF as of Q2 2026.

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