UBS Group
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UBS Group’s ProShares S&P 500 ex-Energy ETF SPXE Stock Holding History

UBS Group’s Portfolio SPXE Stock Details SPXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.2K Buy
205
+26
+15% +$1.9K ﹤0.01% 8179
2025
Q4 		$13.2K Buy
+179
New +$13.1K ﹤0.01% 8063
2023
Q3 		– Sell
-304
Closed -$14.4K – 9939
2023
Q2 		$14.4K Buy
+304
New +$13.6K ﹤0.01% 7013
2023
Q1 		– Sell
-4,556
Closed -$184K – 10323
2022
Q4 		$184K Buy
4,556
+3,524
+341% +$143K ﹤0.01% 5528
2022
Q3 		$39K Sell
1,032
-3,064
-75% -$130K ﹤0.01% 6591
2022
Q2 		$165K Sell
4,096
-1,250
-23% -$54.6K ﹤0.01% 5071
2022
Q1 		$260K Buy
5,346
+2,568
+92% +$123K ﹤0.01% 5170
2021
Q4 		$143K Buy
2,778
+530
+24% +$26.4K ﹤0.01% 5969
2021
Q3 		$105K Buy
2,248
+392
+21% +$18.8K ﹤0.01% 5796
2021
Q2 		$86K Sell
1,856
-1,862
-50% -$84.3K ﹤0.01% 5997
2021
Q1 		$160K Buy
3,718
+3,710
+46,375% +$155K ﹤0.01% 5626
2020
Q4 		$0 Sell
8
-1,654
-100% -$64K ﹤0.01% 8730
2020
Q3 		$61K Buy
1,662
+1,448
+677% +$52.2K ﹤0.01% 5500
2020
Q2 		$7K Buy
+214
New +$6.79K ﹤0.01% 7232
2020
Q1 		– Sell
-466
Closed -$16K – 8374
2019
Q4 		$16K Sell
466
-440
-49% -$14.4K ﹤0.01% 7035
2019
Q3 		$29K Buy
906
+642
+243% +$20.2K ﹤0.01% 6512
2019
Q2 		$8K Sell
264
-386
-59% -$11.8K ﹤0.01% 7197
2019
Q1 		$19K Sell
650
-258
-28% -$7.39K ﹤0.01% 6356
2018
Q4 		$24K Hold
908
– – ﹤0.01% 6648
2018
Q3 		$28K Buy
908
+274
+43% +$8.15K ﹤0.01% 6590
2018
Q2 		$18K Buy
634
+632
+31,600% +$17.8K ﹤0.01% 6778
2018
Q1 		$0 Hold
2
– – ﹤0.01% 8137
2017
Q4 		$0 Buy
+2
New +$54 ﹤0.01% 8079
2017
Q3 		– Sell
-140
Closed -$4K – 7973
2017
Q2 		$4K Sell
140
-160
-53% -$4K ﹤0.01% 7216
2017
Q1 		$7K Buy
300
+100
+50% +$2.41K ﹤0.01% 6827
2016
Q4 		$5K Sell
200
-10,046
-98% -$226K ﹤0.01% 7253
2016
Q3 		$228K Sell
10,246
-844
-8% -$18.8K ﹤0.01% 4461
2016
Q2 		$236K Buy
11,090
+7,890
+247% +$169K ﹤0.01% 4444
2016
Q1 		$68K Buy
+3,200
New +$64.6K ﹤0.01% 5264

Other funds holding SPXE

BP
BWM Planning The Woodlands, Texas $379M AUM 21.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CWMGO
Capstone Wealth Management Group (Oregon) Bend, Oregon $163M AUM 31.61% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group's SPXE Position: Q1 2026 in Review

UBS Group increased its ProShares S&P 500 ex-Energy ETF (SPXE) stake by 15% in Q1 2026, buying an estimated $1.9K and bringing the position to 205 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #8179.

UBS Group first reported a position in SPXE in Q1 2016 and has held it in 29 quarters since. The position peaked at $260K in Q1 2022. 34 funds tracked by Wall St. Rank hold SPXE as of Q1 2026.

  • UBS Group held 205 shares of ProShares S&P 500 ex-Energy ETF worth $14.2K as of Q1 2026.
  • UBS Group bought 26 ProShares S&P 500 ex-Energy ETF shares in Q1 2026, an estimated $1.9K.
  • ProShares S&P 500 ex-Energy ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8179 holding.
  • UBS Group first reported a position in ProShares S&P 500 ex-Energy ETF in Q1 2016 and has held it in 29 quarters since.
  • UBS Group's ProShares S&P 500 ex-Energy ETF position peaked at $260K in Q1 2022.
  • 34 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Energy ETF as of Q1 2026.

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