UBS Group
RONB

UBS Group’s Baron First Principles ETF RONB Stock Holding History

UBS Group’s Portfolio RONB Stock Details RONB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$523K Buy
22,850
+22,647
+11,156% +$545K ﹤0.01% 6055
2025
Q4 		$5.08K Buy
+203
New +$5.13K ﹤0.01% 8729

Other funds holding RONB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CNWM
Clay Northam Wealth Management Huntington Beach, California $178M AUM 26.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group's RONB Position: Q1 2026 in Review

UBS Group increased its Baron First Principles ETF (RONB) stake by 11,156% in Q1 2026, buying an estimated $545K and bringing the position to 22,850 shares worth $523K. The position accounts for ﹤0.01% of the portfolio, ranked #6055.

UBS Group first reported a position in RONB in Q4 2025 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold RONB as of Q1 2026.

  • UBS Group held 22,850 shares of Baron First Principles ETF worth $523K as of Q1 2026.
  • UBS Group bought 22,647 Baron First Principles ETF shares in Q1 2026, an estimated $545K.
  • Baron First Principles ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6055 holding.
  • UBS Group first reported a position in Baron First Principles ETF in Q4 2025 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.