UBS Group’s SEI QiM U.S. Large Cap Momentum Active ETF SEIM Stock Holding History

UBS Group’s Portfolio SEIM Stock Details SEIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$255K	Buy	5,593 +5,358	+2,280%	+$253K	﹤0.01%	6501
2025 Q4	$10.8K	Sell	235 -9,436	-98%	-$430K	﹤0.01%	8188
2025 Q3	$439K	Sell	9,671 -8,196	-46%	-$356K	﹤0.01%	6193
2025 Q2	$753K	Buy	17,867 +7,270	+69%	+$276K	﹤0.01%	5683
2025 Q1	$382K	Buy	10,597 +2,228	+27%	+$86.5K	﹤0.01%	6073
2024 Q4	$323K	Buy	+8,369	New	+$322K	﹤0.01%	6152
2024 Q3	–	Sell	-85	Closed	-$2.82K	–	10002
2024 Q2	$2.82K	Buy	+85	New	+$2.7K	﹤0.01%	8299
2024 Q1	–	Sell	-9	Closed	-$251	–	9937
2023 Q4	$251	Buy	+9	New	+$236	﹤0.01%	8770
2022 Q4	–	Sell	-1	Closed	–	–	11095
2022 Q3	$0	Buy	+1	New	+$25	﹤0.01%	10852

Other funds holding SEIM

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

STB

S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

UBS Group's SEIM Position: Q1 2026 in Review

UBS Group increased its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) stake by 2,280% in Q1 2026, buying an estimated $253K and bringing the position to 5,593 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #6501.

UBS Group first reported a position in SEIM in Q3 2022 and has held it in 9 quarters since. The position peaked at $753K in Q2 2025. 57 funds tracked by Wall St. Rank hold SEIM as of Q1 2026.

UBS Group held 5,593 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $255K as of Q1 2026.
UBS Group bought 5,358 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q1 2026, an estimated $253K.
SEI QiM U.S. Large Cap Momentum Active ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6501 holding.
UBS Group first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q3 2022 and has held it in 9 quarters since.
UBS Group's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $753K in Q2 2025.
57 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q1 2026.

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