UBS Group
ROUS icon

UBS Group’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

UBS Group’s Portfolio ROUS Stock Details ROUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.28M Sell
55,507
-5,749
-9% -$345K ﹤0.01% 4501
2025
Q4 		$3.54M Sell
61,256
-1,966
-3% -$113K ﹤0.01% 4378
2025
Q3 		$3.63M Sell
63,222
-10,670
-14% -$589K ﹤0.01% 4365
2025
Q2 		$3.97M Sell
73,892
-14,460
-16% -$737K ﹤0.01% 4112
2025
Q1 		$4.48M Sell
88,352
-14,351
-14% -$746K ﹤0.01% 3896
2024
Q4 		$5.23M Sell
102,703
-7,476
-7% -$392K ﹤0.01% 3805
2024
Q3 		$5.71M Buy
110,179
+41,765
+61% +$2.08M ﹤0.01% 2943
2024
Q2 		$3.29M Buy
68,414
+1,805
+3% +$85.4K ﹤0.01% 3256
2024
Q1 		$3.21M Sell
66,609
-8
-0% -$366 ﹤0.01% 3440
2023
Q4 		$2.93M Buy
66,617
+727
+1% +$30.2K ﹤0.01% 3402
2023
Q3 		$2.65M Sell
65,890
-6,126
-9% -$255K ﹤0.01% 3176
2023
Q2 		$2.98M Buy
72,016
+3,803
+6% +$152K ﹤0.01% 3114
2023
Q1 		$2.72M Sell
68,213
-17,495
-20% -$694K ﹤0.01% 3099
2022
Q4 		$3.35M Buy
85,708
+21,845
+34% +$845K ﹤0.01% 2869
2022
Q3 		$2.26M Sell
63,863
-627
-1% -$24.3K ﹤0.01% 3052
2022
Q2 		$2.42M Sell
64,490
-987
-2% -$39.2K ﹤0.01% 2983
2022
Q1 		$2.76M Buy
65,477
+3,233
+5% +$135K ﹤0.01% 3125
2021
Q4 		$2.74M Sell
62,244
-110
-0.2% -$4.65K ﹤0.01% 3456
2021
Q3 		$2.48M Buy
62,354
+39,058
+168% +$1.6M ﹤0.01% 3393
2021
Q2 		$935K Buy
23,296
+507
+2% +$20K ﹤0.01% 4235
2021
Q1 		$859K Sell
22,789
-94,342
-81% -$3.45M ﹤0.01% 4408
2020
Q4 		$4.11M Sell
117,131
-9,758
-8% -$327K ﹤0.01% 2667
2020
Q3 		$4.03M Sell
126,889
-47,620
-27% -$1.5M ﹤0.01% 2399
2020
Q2 		$5.24M Sell
174,509
-51,191
-23% -$1.48M ﹤0.01% 2015
2020
Q1 		$5.89M Sell
225,700
-149,615
-40% -$4.72M ﹤0.01% 1791
2019
Q4 		$12.6M Sell
375,315
-30,101
-7% -$988K ﹤0.01% 1736
2019
Q3 		$13.1M Buy
405,416
+292,186
+258% +$9.27M 0.01% 1555
2019
Q2 		$3.58M Sell
113,230
-132,375
-54% -$4.14M ﹤0.01% 2604
2019
Q1 		$7.59M Buy
245,605
+2,782
+1% +$84.5K ﹤0.01% 1883
2018
Q4 		$6.75M Buy
242,823
+10,791
+5% +$328K ﹤0.01% 1899
2018
Q3 		$7.67M Sell
232,032
-1,248
-0.5% -$40.9K ﹤0.01% 1992
2018
Q2 		$7.35M Sell
233,280
-55,904
-19% -$1.77M ﹤0.01% 1991
2018
Q1 		$9M Buy
289,184
+288,197
+29,199% +$9.2M ﹤0.01% 1792
2017
Q4 		$31K Sell
987
-403
-29% -$12.1K ﹤0.01% 6206
2017
Q3 		$40K Sell
1,390
-1,055
-43% -$29.5K ﹤0.01% 5958
2017
Q2 		$68K Sell
2,445
-1,400
-36% -$38.1K ﹤0.01% 5441
2017
Q1 		$103K Sell
3,845
-9,355
-71% -$250K ﹤0.01% 5059
2016
Q4 		$342K Buy
13,200
+10,556
+399% +$263K ﹤0.01% 4395
2016
Q3 		$65K Buy
+2,644
New +$64.4K ﹤0.01% 5300
2016
Q1 		– Sell
-178
Closed -$4K – 8084
2015
Q4 		$4K Sell
178
-2,022
-92% -$48.5K ﹤0.01% 7789
2015
Q3 		$50K Buy
+2,200
New +$52.4K ﹤0.01% 5835

Other funds holding ROUS

NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group's ROUS Position: Q1 2026 in Review

UBS Group reduced its Hartford Multifactor US Equity ETF (ROUS) stake by 9.4% in Q1 2026, selling an estimated $345K and leaving 55,507 shares worth $3.28M. The position accounts for ﹤0.01% of the portfolio, ranked #4501.

UBS Group first reported a position in ROUS in Q3 2015 and has held it in 41 quarters since. The position peaked at $13.1M in Q3 2019. 64 funds tracked by Wall St. Rank hold ROUS as of Q1 2026.

  • UBS Group held 55,507 shares of Hartford Multifactor US Equity ETF worth $3.28M as of Q1 2026.
  • UBS Group sold 5,749 Hartford Multifactor US Equity ETF shares in Q1 2026, an estimated $345K.
  • Hartford Multifactor US Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4501 holding.
  • UBS Group first reported a position in Hartford Multifactor US Equity ETF in Q3 2015 and has held it in 41 quarters since.
  • UBS Group's Hartford Multifactor US Equity ETF position peaked at $13.1M in Q3 2019.
  • 64 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q1 2026.

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