UBS Group
RGEF

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
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

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

UBS Group's RGEF Position: Q2 2026 in Review

UBS Group increased its Rockefeller Global Equity ETF (RGEF) stake by 6.4% in Q2 2026, buying an estimated $971 and bringing the position to 481 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #8256.

UBS Group first reported a position in RGEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $127K in Q2 2025. 11 funds tracked by Wall St. Rank hold RGEF as of Q2 2026.

  • UBS Group held 481 shares of Rockefeller Global Equity ETF worth $16.8K as of Q2 2026.
  • UBS Group bought 29 Rockefeller Global Equity ETF shares in Q2 2026, an estimated $971.
  • Rockefeller Global Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8256 holding.
  • UBS Group first reported a position in Rockefeller Global Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • UBS Group's Rockefeller Global Equity ETF position peaked at $127K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Rockefeller Global Equity ETF as of Q2 2026.

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