UBS Group
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UBS Group’s ProShares S&P 500 ex-Health Care ETF SPXV Stock Holding History

UBS Group’s Portfolio SPXV Stock Details SPXV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-14
Closed -$1.04K – 11126
2025
Q4 		$1.04K Sell
14
-111
-89% -$8.21K ﹤0.01% 9716
2025
Q3 		$9.17K Sell
125
-398
-76% -$28.1K ﹤0.01% 8617
2025
Q2 		$35.4K Sell
523
-171
-25% -$10.6K ﹤0.01% 8047
2025
Q1 		$41.7K Buy
694
+620
+838% +$39.4K ﹤0.01% 7716
2024
Q4 		$4.71K Sell
74
-800
-92% -$50.9K ﹤0.01% 8733
2024
Q3 		$53.7K Buy
+874
New +$51.5K ﹤0.01% 6771
2023
Q3 		– Sell
-40,000
Closed -$1.87M – 9942
2023
Q2 		$1.87M Buy
+40,000
New +$1.75M ﹤0.01% 3597
2023
Q1 		– Sell
-16
Closed -$624 – 10324
2022
Q4 		$624 Buy
+16
New +$632 ﹤0.01% 10113
2022
Q1 		– Sell
-78
Closed -$4K – 10856
2021
Q4 		$4K Buy
78
+42
+117% +$2.04K ﹤0.01% 9548
2021
Q3 		$2K Buy
+36
New +$1.67K ﹤0.01% 8987
2021
Q1 		– Sell
-858
Closed -$34K – 9432
2020
Q4 		$34K Sell
858
-480
-36% -$17.9K ﹤0.01% 6537
2020
Q3 		$47K Hold
1,338
– – ﹤0.01% 5699
2020
Q2 		$43K Buy
1,338
+48
+4% +$1.45K ﹤0.01% 5989
2020
Q1 		$34K Buy
1,290
+1,146
+796% +$36.5K ﹤0.01% 6125
2019
Q4 		$5K Buy
+144
New +$4.65K ﹤0.01% 7597
2019
Q2 		– Sell
-538
Closed -$16K – 8139
2019
Q1 		$16K Sell
538
-20
-4% -$564 ﹤0.01% 6497
2018
Q4 		$14K Hold
558
– – ﹤0.01% 7050
2018
Q3 		$17K Buy
558
+526
+1,644% +$15.5K ﹤0.01% 6895
2018
Q2 		$1K Buy
+32
New +$900 ﹤0.01% 7837
2016
Q4 		– Sell
-4,254
Closed -$96K – 8022
2016
Q3 		$96K Sell
4,254
-12
-0.3% -$270 ﹤0.01% 5024
2016
Q2 		$92K Sell
4,266
-2
-0% -$43 ﹤0.01% 5087
2016
Q1 		$91K Buy
4,268
+1,198
+39% +$23.7K ﹤0.01% 5057
2015
Q4 		$65K Buy
+3,070
New +$64.9K ﹤0.01% 5588

Other funds holding SPXV

SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ATIA
American Trust Investment Advisors Lebanon, New Hampshire $181M AUM 25.67% 1-Year Est. Return

UBS Group's SPXV Position: Q1 2026 in Review

UBS Group sold out of ProShares S&P 500 ex-Health Care ETF (SPXV) in Q1 2026, closing a stake of 14 shares — an estimated $1.04K sold.

UBS Group first reported a position in SPXV in Q4 2015 and held it in 23 quarters. The position peaked at $1.87M in Q2 2023. 23 funds tracked by Wall St. Rank hold SPXV as of Q1 2026.

  • UBS Group reported no remaining ProShares S&P 500 ex-Health Care ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 14 ProShares S&P 500 ex-Health Care ETF shares in Q1 2026, an estimated $1.04K.
  • UBS Group first reported a position in ProShares S&P 500 ex-Health Care ETF in Q4 2015 and held it in 23 quarters.
  • UBS Group's ProShares S&P 500 ex-Health Care ETF position peaked at $1.87M in Q2 2023.
  • 23 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Health Care ETF as of Q1 2026.

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