UBS Group’s ProShares Short S&P500 SH Stock Holding History

UBS Group’s Portfolio SH Stock Details SH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-2,275	Closed	-$252K	–	8310
2020 Q1	$252K	Buy	2,275 +975	+75%	+$98.5K	﹤0.01%	4552
2019 Q4	$125K	Buy	+1,300	New	+$131K	﹤0.01%	5888
2018 Q4	–	Sell	-2,500	Closed	-$273K	–	8259
2018 Q3	$273K	Hold	2,500	–	–	﹤0.01%	4828
2018 Q2	$293K	Hold	2,500	–	–	﹤0.01%	4703
2018 Q1	$303K	Buy	+2,500	New	+$295K	﹤0.01%	4513
2015 Q1	–	Sell	-75	Closed	-$13K	–	9315
2014 Q4	$13K	Buy	+75	New	+$13.5K	﹤0.01%	8154

Other funds holding SH

SFM

Stack Financial Management Whitefish, Montana $1.36B AUM 28.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIM

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

TSW

Three Seasons Wealth Salt Lake City, Utah $262M AUM 45.03% 1-Year Est. Return

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group's SH Position: Q1 2026 in Review

UBS Group increased its ProShares Short S&P500 (SH) stake by 11% in Q1 2026, buying an estimated $2.22M and bringing the position to 619,453 shares worth $23.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2410.

UBS Group first reported a position in SH in Q4 2014 and has held it in 46 quarters since. The position peaked at $121M in Q1 2020. 148 funds tracked by Wall St. Rank hold SH as of Q1 2026.

UBS Group held 619,453 shares of ProShares Short S&P500 worth $23.5M as of Q1 2026.
UBS Group bought 61,101 ProShares Short S&P500 shares in Q1 2026, an estimated $2.22M.
ProShares Short S&P500 made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2410 holding.
UBS Group first reported a position in ProShares Short S&P500 in Q4 2014 and has held it in 46 quarters since.
UBS Group's ProShares Short S&P500 position peaked at $121M in Q1 2020.
148 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2026.

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