UBS Group
SOFR

UBS Group’s Amplify Samsung SOFR ETF SOFR Stock Holding History

UBS Group’s Portfolio SOFR Stock Details SOFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-31
Closed -$3.1K – 11268
2026
Q1 		$3.1K Sell
31
-88
-74% -$8.82K ﹤0.01% 9141
2025
Q4 		$11.9K Buy
+119
New +$11.9K ﹤0.01% 8139
2025
Q3 		– Sell
-390
Closed -$39.1K – 11187
2025
Q2 		$39.1K Buy
+390
New +$39.1K ﹤0.01% 7974

Other funds holding SOFR

CWP
Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

UBS Group's SOFR Position: Q2 2026 in Review

UBS Group sold out of Amplify Samsung SOFR ETF (SOFR) in Q2 2026, closing a stake of 31 shares — an estimated $3.1K sold.

UBS Group first reported a position in SOFR in Q2 2025 and held it in 3 quarters. The position peaked at $39.1K in Q2 2025. 11 funds tracked by Wall St. Rank hold SOFR as of Q2 2026.

  • UBS Group reported no remaining Amplify Samsung SOFR ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 31 Amplify Samsung SOFR ETF shares in Q2 2026, an estimated $3.1K.
  • UBS Group first reported a position in Amplify Samsung SOFR ETF in Q2 2025 and held it in 3 quarters.
  • UBS Group's Amplify Samsung SOFR ETF position peaked at $39.1K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Amplify Samsung SOFR ETF as of Q2 2026.

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