UBS Group
SFTY

UBS Group’s Horizon Managed Risk ETF SFTY Stock Holding History

UBS Group’s Portfolio SFTY Stock Details SFTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$142K Buy
4,622
+4,347
+1,581% +$130K ﹤0.01% 6993
2026
Q1 		$7.44K Buy
+275
New +$7.74K ﹤0.01% 8580
2025
Q4 		– Sell
-294
Closed -$8.08K – 11563
2025
Q3 		$8.08K Buy
+294
New +$7.75K ﹤0.01% 8684

Other funds holding SFTY

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JMA
J.M. Arbour Gardiner, Maine $116M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group's SFTY Position: Q2 2026 in Review

UBS Group increased its Horizon Managed Risk ETF (SFTY) stake by 1,581% in Q2 2026, buying an estimated $130K and bringing the position to 4,622 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #6993.

UBS Group first reported a position in SFTY in Q3 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold SFTY as of Q2 2026.

  • UBS Group held 4,622 shares of Horizon Managed Risk ETF worth $142K as of Q2 2026.
  • UBS Group bought 4,347 Horizon Managed Risk ETF shares in Q2 2026, an estimated $130K.
  • Horizon Managed Risk ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6993 holding.
  • UBS Group first reported a position in Horizon Managed Risk ETF in Q3 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Horizon Managed Risk ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.