UBS Group
RAAX icon

UBS Group’s VanEck Inflation Allocation ETF RAAX Stock Holding History

UBS Group’s Portfolio RAAX Stock Details RAAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$72.6K Sell
1,829
-1,358
-43% -$56K ﹤0.01% 7365
2026
Q1 		$130K Buy
3,187
+1,723
+118% +$67.9K ﹤0.01% 6870
2025
Q4 		$51.1K Buy
+1,464
New +$51.3K ﹤0.01% 7206
2025
Q3 		– Sell
-15,606
Closed -$485K – 10818
2025
Q2 		$485K Buy
+15,606
New +$473K ﹤0.01% 6035
2024
Q4 		– Sell
-5,016
Closed -$145K – 10313
2024
Q3 		$145K Buy
+5,016
New +$140K ﹤0.01% 6095
2023
Q3 		– Sell
-2,862
Closed -$71.5K – 9873
2023
Q2 		$71.5K Buy
2,862
+675
+31% +$16.9K ﹤0.01% 6251
2023
Q1 		$55.2K Buy
2,187
+780
+55% +$19.7K ﹤0.01% 6379
2022
Q4 		$34.9K Buy
1,407
+177
+14% +$4.39K ﹤0.01% 7089
2022
Q3 		$28K Buy
+1,230
New +$30.2K ﹤0.01% 6960
2022
Q1 		– Sell
-24
Closed -$1K – 10785
2021
Q4 		$1K Buy
+24
New +$643 ﹤0.01% 10024
2021
Q1 		– Sell
-2,512
Closed -$56K – 9381
2020
Q4 		$56K Buy
2,512
+2,491
+11,862% +$54K ﹤0.01% 6089
2020
Q3 		$0 Buy
+21
New +$433 ﹤0.01% 8331
2020
Q2 		– Sell
-1,178
Closed -$23K – 8280
2020
Q1 		$23K Buy
1,178
+534
+83% +$12.6K ﹤0.01% 6408
2019
Q4 		$17K Sell
644
-1,900
-75% -$48.1K ﹤0.01% 6996
2019
Q3 		$64K Buy
+2,544
New +$64.7K ﹤0.01% 6049
2019
Q1 		– Sell
-60
Closed -$1K – 8077
2018
Q4 		$1K Buy
+60
New +$1.49K ﹤0.01% 7915

Other funds holding RAAX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group's RAAX Position: Q2 2026 in Review

UBS Group reduced its VanEck Inflation Allocation ETF (RAAX) stake by 43% in Q2 2026, selling an estimated $56K and leaving 1,829 shares worth $72.6K. The position accounts for ﹤0.01% of the portfolio, ranked #7365.

UBS Group first reported a position in RAAX in Q4 2018 and has held it in 16 quarters since. The position peaked at $485K in Q2 2025. 167 funds tracked by Wall St. Rank hold RAAX as of Q2 2026.

  • UBS Group held 1,829 shares of VanEck Inflation Allocation ETF worth $72.6K as of Q2 2026.
  • UBS Group sold 1,358 VanEck Inflation Allocation ETF shares in Q2 2026, an estimated $56K.
  • VanEck Inflation Allocation ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7365 holding.
  • UBS Group first reported a position in VanEck Inflation Allocation ETF in Q4 2018 and has held it in 16 quarters since.
  • UBS Group's VanEck Inflation Allocation ETF position peaked at $485K in Q2 2025.
  • 167 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2026.

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