UBS Group
RGLO

UBS Group’s Russell Investments Global Equity ETF RGLO Stock Holding History

UBS Group’s Portfolio RGLO Stock Details RGLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,568
Closed -$44.6K – 11538
2025
Q3 		$44.6K Sell
1,568
-313
-17% -$8.58K ﹤0.01% 7646
2025
Q2 		$49.9K Buy
+1,881
New +$48.6K ﹤0.01% 7777

Other funds holding RGLO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

UBS Group's RGLO Position: Q4 2025 in Review

UBS Group sold out of Russell Investments Global Equity ETF (RGLO) in Q4 2025, closing a stake of 1,568 shares — an estimated $44.6K sold.

UBS Group first reported a position in RGLO in Q2 2025 and held it in 2 quarters. The position peaked at $49.9K in Q2 2025. 31 funds tracked by Wall St. Rank hold RGLO as of Q4 2025.

  • UBS Group reported no remaining Russell Investments Global Equity ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 1,568 Russell Investments Global Equity ETF shares in Q4 2025, an estimated $44.6K.
  • UBS Group first reported a position in Russell Investments Global Equity ETF in Q2 2025 and held it in 2 quarters.
  • UBS Group's Russell Investments Global Equity ETF position peaked at $49.9K in Q2 2025.
  • 31 funds tracked by Wall St. Rank held Russell Investments Global Equity ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.