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
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 – 11185
2025
Q2 		$39.1K Buy
+390
New +$39.1K ﹤0.01% 7974

Other funds holding SOFR

CWP
Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

UBS Group's SOFR Position: Q1 2026 in Review

UBS Group reduced its Amplify Samsung SOFR ETF (SOFR) stake by 74% in Q1 2026, selling an estimated $8.82K and leaving 31 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #9141.

UBS Group first reported a position in SOFR in Q2 2025 and has held it in 3 quarters since. The position peaked at $39.1K in Q2 2025. 9 funds tracked by Wall St. Rank hold SOFR as of Q1 2026.

  • UBS Group held 31 shares of Amplify Samsung SOFR ETF worth $3.1K as of Q1 2026.
  • UBS Group sold 88 Amplify Samsung SOFR ETF shares in Q1 2026, an estimated $8.82K.
  • Amplify Samsung SOFR ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9141 holding.
  • UBS Group first reported a position in Amplify Samsung SOFR ETF in Q2 2025 and has held it in 3 quarters since.
  • UBS Group's Amplify Samsung SOFR ETF position peaked at $39.1K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Amplify Samsung SOFR ETF as of Q1 2026.

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