UBS Group
SEIS

UBS Group’s SEI Select Small Cap ETF SEIS Stock Holding History

UBS Group’s Portfolio SEIS Stock Details SEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.92K Sell
178
-463
-72% -$13.4K ﹤0.01% 8865
2025
Q4 		$17.9K Sell
641
-1,026
-62% -$28.5K ﹤0.01% 7867
2025
Q3 		$46.6K Sell
1,667
-2,051
-55% -$55.1K ﹤0.01% 7616
2025
Q2 		$95.3K Buy
3,718
+1,190
+47% +$28.5K ﹤0.01% 7278
2025
Q1 		$60.1K Buy
2,528
+84
+3% +$2.13K ﹤0.01% 7439
2024
Q4 		$62.6K Buy
+2,444
New +$65.1K ﹤0.01% 7164

Other funds holding SEIS

SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LIA
Lynx Investment Advisory Washington, Dc, District of Columbia $209M AUM 20.41% 1-Year Est. Return

UBS Group's SEIS Position: Q1 2026 in Review

UBS Group reduced its SEI Select Small Cap ETF (SEIS) stake by 72% in Q1 2026, selling an estimated $13.4K and leaving 178 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #8865.

UBS Group first reported a position in SEIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $95.3K in Q2 2025. 30 funds tracked by Wall St. Rank hold SEIS as of Q1 2026.

  • UBS Group held 178 shares of SEI Select Small Cap ETF worth $4.92K as of Q1 2026.
  • UBS Group sold 463 SEI Select Small Cap ETF shares in Q1 2026, an estimated $13.4K.
  • SEI Select Small Cap ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8865 holding.
  • UBS Group first reported a position in SEI Select Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • UBS Group's SEI Select Small Cap ETF position peaked at $95.3K in Q2 2025.
  • 30 funds tracked by Wall St. Rank held SEI Select Small Cap ETF as of Q1 2026.

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