UBS Group
ROBT icon

UBS Group’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

UBS Group’s Portfolio ROBT Stock Details ROBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.37M Buy
77,708
+10,852
+16% +$578K ﹤0.01% 4318
2026
Q1 		$3.09M Sell
66,856
-6,166
-8% -$314K ﹤0.01% 4574
2025
Q4 		$3.79M Sell
73,022
-18,739
-20% -$1,000K ﹤0.01% 4318
2025
Q3 		$4.85M Buy
91,761
+22,874
+33% +$1.15M ﹤0.01% 4067
2025
Q2 		$3.33M Buy
68,887
+24,403
+55% +$1.05M ﹤0.01% 4292
2025
Q1 		$1.81M Sell
44,484
-580
-1% -$26.3K ﹤0.01% 4794
2024
Q4 		$2.03M Sell
45,064
-26,371
-37% -$1.2M ﹤0.01% 4698
2024
Q3 		$3.13M Sell
71,435
-126,552
-64% -$5.33M ﹤0.01% 3539
2024
Q2 		$8.38M Buy
197,987
+30,380
+18% +$1.3M ﹤0.01% 2368
2024
Q1 		$7.58M Buy
167,607
+125,432
+297% +$5.6M ﹤0.01% 2530
2023
Q4 		$1.92M Buy
42,175
+33,321
+376% +$1.37M ﹤0.01% 3860
2023
Q3 		$359K Buy
8,854
+5,756
+186% +$251K ﹤0.01% 4914
2023
Q2 		$141K Buy
3,098
+1,227
+66% +$52.5K ﹤0.01% 5731
2023
Q1 		$79.8K Sell
1,871
-5,094
-73% -$206K ﹤0.01% 6102
2022
Q4 		$249K Sell
6,965
-2,968
-30% -$107K ﹤0.01% 5280
2022
Q3 		$334K Buy
9,933
+7,129
+254% +$276K ﹤0.01% 4687
2022
Q2 		$104K Buy
2,804
+1,463
+109% +$60K ﹤0.01% 5405
2022
Q1 		$63K Buy
1,341
+1,281
+2,135% +$61.8K ﹤0.01% 6262
2021
Q4 		$4K Sell
60
-573
-91% -$31.6K ﹤0.01% 9545
2021
Q3 		$34K Buy
633
+599
+1,762% +$32.7K ﹤0.01% 6649
2021
Q2 		$2K Buy
+34
New +$1.8K ﹤0.01% 8970
2020
Q4 		– Sell
-413
Closed -$16K – 8693
2020
Q3 		$16K Sell
413
-1,663
-80% -$63.4K ﹤0.01% 6482
2020
Q2 		$75K Buy
2,076
+1,456
+235% +$47.1K ﹤0.01% 5531
2020
Q1 		$17K Sell
620
-664
-52% -$21.7K ﹤0.01% 6594
2019
Q4 		$44K Buy
+1,284
New +$42.1K ﹤0.01% 6422
2019
Q2 		– Sell
-1,423
Closed -$45K – 8112
2019
Q1 		$45K Buy
+1,423
New +$42.5K ﹤0.01% 5633
2018
Q2 		– Sell
-100
Closed -$3K – 8202
2018
Q1 		$3K Buy
+100
New +$3.03K ﹤0.01% 7440

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UBS Group's ROBT Position: Q2 2026 in Review

UBS Group increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 16% in Q2 2026, buying an estimated $578K and bringing the position to 77,708 shares worth $4.37M. The position accounts for ﹤0.01% of the portfolio, ranked #4318.

UBS Group first reported a position in ROBT in Q1 2018 and has held it in 27 quarters since. The position peaked at $8.38M in Q2 2024. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • UBS Group held 77,708 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $4.37M as of Q2 2026.
  • UBS Group bought 10,852 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $578K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4318 holding.
  • UBS Group first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2018 and has held it in 27 quarters since.
  • UBS Group's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $8.38M in Q2 2024.
  • 182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

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