UBS Group’s SGI US Large Cap Core ETF SGLC Stock Holding History

UBS Group’s Portfolio SGLC Stock Details SGLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.2K	Buy	556 +541	+3,607%	+$22.7K	﹤0.01%	8045
2026 Q1	$557	Buy	+15	New	+$582	﹤0.01%	9832
2025 Q4	–	Sell	-533	Closed	-$19.6K	–	11090
2025 Q3	$19.6K	Buy	533 +425	+394%	+$15K	﹤0.01%	8168
2025 Q2	$3.67K	Sell	108 -1,877	-95%	-$59.3K	﹤0.01%	9331
2025 Q1	$61.7K	Buy	1,985 +1,080	+119%	+$35.6K	﹤0.01%	7419
2024 Q4	$29.7K	Buy	+905	New	+$32.3K	﹤0.01%	7613
2024 Q2	–	Sell	-1,099	Closed	-$36.6K	–	10023
2024 Q1	$36.6K	Sell	1,099 -1,075	-49%	-$33.8K	﹤0.01%	6658
2023 Q4	$64.5K	Buy	+2,174	New	+$60.9K	﹤0.01%	6406

Other funds holding SGLC

SGI

Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

UBS Group's SGLC Position: Q2 2026 in Review

UBS Group increased its SGI US Large Cap Core ETF (SGLC) stake by 3,607% in Q2 2026, buying an estimated $22.7K and bringing the position to 556 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #8045.

UBS Group first reported a position in SGLC in Q4 2023 and has held it in 8 quarters since. The position peaked at $64.5K in Q4 2023. 7 funds tracked by Wall St. Rank hold SGLC as of Q2 2026.

UBS Group held 556 shares of SGI US Large Cap Core ETF worth $24.2K as of Q2 2026.
UBS Group bought 541 SGI US Large Cap Core ETF shares in Q2 2026, an estimated $22.7K.
SGI US Large Cap Core ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8045 holding.
UBS Group first reported a position in SGI US Large Cap Core ETF in Q4 2023 and has held it in 8 quarters since.
UBS Group's SGI US Large Cap Core ETF position peaked at $64.5K in Q4 2023.
7 funds tracked by Wall St. Rank held SGI US Large Cap Core ETF as of Q2 2026.

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