UBS Group
SAEF

UBS Group’s Schwab Ariel Opportunities ETF SAEF Stock Holding History

UBS Group’s Portfolio SAEF Stock Details SAEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-548
Closed -$14.1K – 10846
2025
Q2 		$14.1K Buy
+548
New +$13.1K ﹤0.01% 8670
2025
Q1 		– Sell
-359
Closed -$9.68K – 10656
2024
Q4 		$9.68K Buy
359
+328
+1,058% +$9.05K ﹤0.01% 8345
2024
Q3 		$823 Hold
31
– – ﹤0.01% 8808
2024
Q2 		$736 Buy
+31
New +$730 ﹤0.01% 8790
2024
Q1 		– Sell
-1,276
Closed -$29.8K – 9926
2023
Q4 		$29.8K Sell
1,276
-1,011
-44% -$20.9K ﹤0.01% 6851
2023
Q3 		$46.6K Buy
2,287
+1,887
+472% +$41.1K ﹤0.01% 6331
2023
Q2 		$8.91K Buy
+400
New +$8.4K ﹤0.01% 7208
2023
Q1 		– Sell
-70
Closed -$1.39K – 10270
2022
Q4 		$1.39K Buy
+70
New +$1.39K ﹤0.01% 9880
2022
Q3 		– Sell
-1,151
Closed -$22K – 10841
2022
Q2 		$22K Buy
+1,151
New +$24.3K ﹤0.01% 6773
2022
Q1 		– Sell
-449
Closed -$11K – 10813
2021
Q4 		$11K Buy
+449
New +$10.8K ﹤0.01% 8682

Other funds holding SAEF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
WOSD
WFA of San Diego San Diego, California $125M AUM 17.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group's SAEF Position: Q3 2025 in Review

UBS Group sold out of Schwab Ariel Opportunities ETF (SAEF) in Q3 2025, closing a stake of 548 shares — an estimated $14.1K sold.

UBS Group first reported a position in SAEF in Q4 2021 and held it in 10 quarters. The position peaked at $46.6K in Q3 2023. 5 funds tracked by Wall St. Rank hold SAEF as of Q3 2025.

  • UBS Group reported no remaining Schwab Ariel Opportunities ETF position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 548 Schwab Ariel Opportunities ETF shares in Q3 2025, an estimated $14.1K.
  • UBS Group first reported a position in Schwab Ariel Opportunities ETF in Q4 2021 and held it in 10 quarters.
  • UBS Group's Schwab Ariel Opportunities ETF position peaked at $46.6K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held Schwab Ariel Opportunities ETF as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.