UBS Group
RGEF icon

UBS Group’s Rockefeller Global Equity ETF RGEF Stock Holding History

UBS Group’s Portfolio RGEF Stock Details RGEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$36.7K Buy
1,046
+565
+117% +$19.7K ﹤0.01% 7903
2026
Q2 		$16.8K Buy
481
+29
+6% +$971 ﹤0.01% 8256
2026
Q1 		$13.6K Buy
452
+273
+153% +$8.54K ﹤0.01% 8209
2025
Q4 		$5.49K Sell
179
-220
-55% -$6.63K ﹤0.01% 8676
2025
Q3 		$11.7K Sell
399
-4,160
-91% -$119K ﹤0.01% 8465
2025
Q2 		$127K Buy
4,559
+3,910
+602% +$101K ﹤0.01% 7043
2025
Q1 		$16.5K Hold
649
– – ﹤0.01% 8356
2024
Q4 		$16K Buy
+649
New +$16.3K ﹤0.01% 8018

Other funds holding RGEF

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
GC Wealth Management RIA
GC Wealth Management RIA Cambridge, Massachusetts $2.08B AUM 16.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Harpswell Capital Advisors
Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return
Commerce Bank
Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

UBS Group's RGEF Position: Q3 2026 in Review

UBS Group increased its Rockefeller Global Equity ETF (RGEF) stake by 117% in Q3 2026, buying an estimated $19.7K and bringing the position to 1,046 shares worth $36.7K. The position accounts for ﹤0.01% of the portfolio, ranked #7903.

UBS Group first reported a position in RGEF in Q4 2024 and has held it in 8 quarters since. The position peaked at $127K in Q2 2025. 9 funds tracked by Wall St. Rank hold RGEF as of Q3 2026.

  • UBS Group held 1,046 shares of Rockefeller Global Equity ETF worth $36.7K as of Q3 2026.
  • UBS Group bought 565 Rockefeller Global Equity ETF shares in Q3 2026, an estimated $19.7K.
  • Rockefeller Global Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #7903 holding.
  • UBS Group first reported a position in Rockefeller Global Equity ETF in Q4 2024 and has held it in 8 quarters since.
  • UBS Group's Rockefeller Global Equity ETF position peaked at $127K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Rockefeller Global Equity ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.