UBS Group
SMOT icon

UBS Group’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

UBS Group’s Portfolio SMOT Stock Details SMOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$153K Buy
3,925
+3,739
+2,010% +$140K ﹤0.01% 6951
2026
Q1 		$6.54K Sell
186
-521
-74% -$19K ﹤0.01% 8679
2025
Q4 		$25.6K Sell
707
-2,191
-76% -$79.1K ﹤0.01% 7620
2025
Q3 		$105K Buy
2,898
+2,178
+303% +$78.3K ﹤0.01% 7097
2025
Q2 		$25.1K Buy
+720
New +$23.5K ﹤0.01% 8295
2025
Q1 		– Sell
-2,119
Closed -$73K – 10683
2024
Q4 		$73K Buy
+2,119
New +$75.6K ﹤0.01% 7065
2024
Q2 		– Sell
-1,140
Closed -$38.9K – 10036
2024
Q1 		$38.9K Buy
+1,140
New +$36.3K ﹤0.01% 6625
2023
Q4 		– Sell
-605
Closed -$17.2K – 9836
2023
Q3 		$17.2K Buy
+605
New +$18K ﹤0.01% 6884

Other funds holding SMOT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $390M AUM

UBS Group's SMOT Position: Q2 2026 in Review

UBS Group increased its VanEck Morningstar SMID Moat ETF (SMOT) stake by 2,010% in Q2 2026, buying an estimated $140K and bringing the position to 3,925 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #6951.

UBS Group first reported a position in SMOT in Q3 2023 and has held it in 8 quarters since. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

  • UBS Group held 3,925 shares of VanEck Morningstar SMID Moat ETF worth $153K as of Q2 2026.
  • UBS Group bought 3,739 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $140K.
  • VanEck Morningstar SMID Moat ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6951 holding.
  • UBS Group first reported a position in VanEck Morningstar SMID Moat ETF in Q3 2023 and has held it in 8 quarters since.
  • 101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

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