UBS Group’s SoFi Select 500 ETF SFY Stock Holding History

UBS Group’s Portfolio SFY Stock Details SFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$217K	Buy	+1,737	New	+$228K	﹤0.01%	6594
2025 Q3	–	Sell	-240	Closed	-$28.4K	–	10862
2025 Q2	$28.4K	Sell	240 -4,106	-94%	-$439K	﹤0.01%	8205
2025 Q1	$443K	Buy	+4,346	New	+$474K	﹤0.01%	5947
2024 Q4	–	Sell	-106	Closed	-$11K	–	10343
2024 Q3	$11K	Buy	+106	New	+$10.6K	﹤0.01%	7702
2024 Q1	–	Sell	-10	Closed	-$881	–	9942
2023 Q4	$881	Sell	10 -57	-85%	-$4.53K	﹤0.01%	8486
2023 Q3	$5.11K	Sell	67 -87	-56%	-$6.87K	﹤0.01%	7390
2023 Q2	$12K	Buy	+154	New	+$11.4K	﹤0.01%	7084
2023 Q1	–	Sell	-597	Closed	-$39.6K	–	10286
2022 Q4	$39.6K	Buy	597 +187	+46%	+$12.7K	﹤0.01%	6981
2022 Q3	$26K	Buy	410 +315	+332%	+$22.1K	﹤0.01%	7061
2022 Q2	$7K	Sell	95 -1,013	-91%	-$73.8K	﹤0.01%	8526
2022 Q1	$91K	Buy	1,108 +892	+413%	+$71.7K	﹤0.01%	5995
2021 Q4	$19K	Buy	+216	New	+$18.5K	﹤0.01%	7913
2021 Q2	–	Sell	-430	Closed	-$31K	–	9768
2021 Q1	$31K	Buy	+430	New	+$30.5K	﹤0.01%	6989
2020 Q4	–	Sell	-22	Closed	-$1K	–	8705
2020 Q3	$1K	Buy	+22	New	+$1.33K	﹤0.01%	7830
2020 Q2	–	Sell	-486	Closed	-$22K	–	8306
2020 Q1	$22K	Buy	+486	New	+$26.1K	﹤0.01%	6443
2019 Q4	–	Sell	-88	Closed	-$5K	–	8367
2019 Q3	$5K	Sell	88 -114	-56%	-$5.85K	﹤0.01%	7487
2019 Q2	$10K	Buy	+202	New	+$10.1K	﹤0.01%	7073

Other funds holding SFY

SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return

MFG

Mustico Financial Group Elmira, New York $143M AUM 15.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group's SFY Position: Q1 2026 in Review

UBS Group opened a new position in SoFi Select 500 ETF (SFY) in Q1 2026: 1,737 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #6594 among its holdings. This is a return to the name: UBS Group previously reported a position in SFY as recently as Q2 2025.

UBS Group first reported a position in SFY in Q2 2019 and has held it in 17 quarters since. The position peaked at $443K in Q1 2025. 57 funds tracked by Wall St. Rank hold SFY as of Q1 2026.

UBS Group held 1,737 shares of SoFi Select 500 ETF worth $217K as of Q1 2026.
SoFi Select 500 ETF was a new UBS Group position in Q1 2026.
SoFi Select 500 ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6594 holding.
UBS Group first reported a position in SoFi Select 500 ETF in Q2 2019 and has held it in 17 quarters since.
UBS Group's SoFi Select 500 ETF position peaked at $443K in Q1 2025.
57 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q1 2026.

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