UBS Group
RULE icon

UBS Group’s Adaptive Core ETF RULE Stock Holding History

UBS Group’s Portfolio RULE Stock Details RULE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.6K Buy
110
+103
+1,471% +$2.54K ﹤0.01% 9239
2025
Q4 		$160 Buy
+7
New +$160 ﹤0.01% 10138
2025
Q3 		– Sell
-176
Closed -$3.98K – 10842
2025
Q2 		$3.98K Sell
176
-1,307
-88% -$27.6K ﹤0.01% 9303
2025
Q1 		$30.6K Buy
1,483
+661
+80% +$14.5K ﹤0.01% 7931
2024
Q4 		$18K Buy
822
+796
+3,062% +$17.9K ﹤0.01% 7946
2024
Q3 		$569 Sell
26
-144
-85% -$3.12K ﹤0.01% 8889
2024
Q2 		$3.69K Buy
170
+72
+73% +$1.55K ﹤0.01% 8186
2024
Q1 		$2.16K Sell
98
-100
-51% -$2.11K ﹤0.01% 7970
2023
Q4 		$4.03K Buy
+198
New +$3.81K ﹤0.01% 7912
2023
Q2 		– Sell
-3,471
Closed -$67.5K – 9528
2023
Q1 		$67.5K Buy
3,471
+2,669
+333% +$52K ﹤0.01% 6211
2022
Q4 		$15.7K Sell
802
-657
-45% -$12.8K ﹤0.01% 7960
2022
Q3 		$28K Buy
1,459
+601
+70% +$12K ﹤0.01% 6963
2022
Q2 		$17K Buy
858
+799
+1,354% +$17K ﹤0.01% 7112
2022
Q1 		$1K Buy
59
+55
+1,375% +$1.27K ﹤0.01% 9913
2021
Q4 		$0 Buy
+4
New +$101 ﹤0.01% 10635

Other funds holding RULE

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
MWM
Mosley Wealth Management Anaheim, California $221M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's RULE Position: Q1 2026 in Review

UBS Group increased its Adaptive Core ETF (RULE) stake by 1,471% in Q1 2026, buying an estimated $2.54K and bringing the position to 110 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #9239.

UBS Group first reported a position in RULE in Q4 2021 and has held it in 15 quarters since. The position peaked at $67.5K in Q1 2023. 6 funds tracked by Wall St. Rank hold RULE as of Q1 2026.

  • UBS Group held 110 shares of Adaptive Core ETF worth $2.6K as of Q1 2026.
  • UBS Group bought 103 Adaptive Core ETF shares in Q1 2026, an estimated $2.54K.
  • Adaptive Core ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9239 holding.
  • UBS Group first reported a position in Adaptive Core ETF in Q4 2021 and has held it in 15 quarters since.
  • UBS Group's Adaptive Core ETF position peaked at $67.5K in Q1 2023.
  • 6 funds tracked by Wall St. Rank held Adaptive Core ETF as of Q1 2026.

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