UBS Group’s Global X Defense Tech ETF SHLD Stock Holding History

UBS Group’s Portfolio SHLD Stock Details SHLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$43.4M	Sell	727,323 -87,127	-11%	-$5.8M	0.01%	1889
2026 Q1	$57.7M	Buy	814,450 +471,999	+138%	+$35.2M	0.01%	1509
2025 Q4	$22.2M	Buy	342,451 +9,603	+3%	+$632K	﹤0.01%	2492
2025 Q3	$23.4M	Buy	332,848 +190,612	+134%	+$12M	﹤0.01%	2388
2025 Q2	$8.57M	Sell	142,236 -73,363	-34%	-$3.94M	﹤0.01%	3248
2025 Q1	$10M	Buy	+215,599	New	+$9.13M	﹤0.01%	3034

Other funds holding SHLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

UBS Group's SHLD Position: Q2 2026 in Review

UBS Group reduced its Global X Defense Tech ETF (SHLD) stake by 11% in Q2 2026, selling an estimated $5.8M and leaving 727,323 shares worth $43.4M. The position accounts for 0.01% of the portfolio, ranked #1889.

UBS Group first reported a position in SHLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $57.7M in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

UBS Group held 727,323 shares of Global X Defense Tech ETF worth $43.4M as of Q2 2026.
UBS Group sold 87,127 Global X Defense Tech ETF shares in Q2 2026, an estimated $5.8M.
Global X Defense Tech ETF made up 0.01% of UBS Group's portfolio in Q2 2026, its #1889 holding.
UBS Group first reported a position in Global X Defense Tech ETF in Q1 2025 and has held it in 6 quarters since.
UBS Group's Global X Defense Tech ETF position peaked at $57.7M in Q1 2026.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

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