UBS Group
SRET icon

UBS Group’s Global X SuperDividend REIT ETF SRET Stock Holding History

UBS Group’s Portfolio SRET Stock Details SRET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21 Buy
+1
New +$22 ﹤0.01% 10285
2025
Q4 		– Sell
-12,090
Closed -$262K – 11128
2025
Q3 		$262K Sell
12,090
-12,609
-51% -$271K ﹤0.01% 6510
2025
Q2 		$523K Sell
24,699
-155,468
-86% -$3.18M ﹤0.01% 5967
2025
Q1 		$3.82M Buy
180,167
+17,474
+11% +$362K ﹤0.01% 4058
2024
Q4 		$3.26M Buy
162,693
+1,366
+0.8% +$29K ﹤0.01% 4245
2024
Q3 		$3.63M Buy
+161,327
New +$3.47M ﹤0.01% 3396
2024
Q2 		– Sell
-652
Closed -$13.3K – 10057
2024
Q1 		$13.3K Sell
652
-1,450
-69% -$29.7K ﹤0.01% 7108
2023
Q4 		$46.5K Sell
2,102
-13
-0.6% -$262 ﹤0.01% 6576
2023
Q3 		$42.5K Buy
2,115
+116
+6% +$2.5K ﹤0.01% 6398
2023
Q2 		$42.9K Sell
1,999
-4,214
-68% -$89.8K ﹤0.01% 6561
2023
Q1 		$135K Buy
6,213
+1,068
+21% +$24.3K ﹤0.01% 5674
2022
Q4 		$112K Buy
5,145
+2,461
+92% +$53.3K ﹤0.01% 5994
2022
Q3 		$55K Buy
2,684
+1,498
+126% +$36.8K ﹤0.01% 6266
2022
Q2 		$29K Buy
1,186
+719
+154% +$18.4K ﹤0.01% 6436
2022
Q1 		$13K Buy
467
+78
+20% +$2.12K ﹤0.01% 8075
2021
Q4 		$11K Buy
+389
New +$11.2K ﹤0.01% 8687
2021
Q1 		– Sell
-204
Closed -$5K – 9435
2020
Q4 		$5K Sell
204
-800
-80% -$20.2K ﹤0.01% 7844
2020
Q3 		$24K Buy
1,004
+171
+21% +$4.02K ﹤0.01% 6167
2020
Q2 		$20K Sell
833
-5,435
-87% -$118K ﹤0.01% 6563
2020
Q1 		$123K Buy
+6,268
New +$250K ﹤0.01% 5101
2018
Q1 		– Sell
-283
Closed -$13K – 8142
2017
Q4 		$13K Buy
+283
New +$13.2K ﹤0.01% 6873
2017
Q2 		– Sell
-330
Closed -$15K – 7964
2017
Q1 		$15K Sell
330
-3,087
-90% -$136K ﹤0.01% 6356
2016
Q4 		$147K Buy
+3,417
New +$147K ﹤0.01% 5007
2016
Q2 		– Sell
-33
Closed -$1K – 7954
2016
Q1 		$1K Buy
33
+24
+267% +$902 ﹤0.01% 7457
2015
Q4 		$0 Buy
9
+3
+50% +$117 ﹤0.01% 8557
2015
Q3 		$0 Buy
+6
New +$245 ﹤0.01% 8618

Other funds holding SRET

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

UBS Group's SRET Position: Q1 2026 in Review

UBS Group opened a new position in Global X SuperDividend REIT ETF (SRET) in Q1 2026: 1 share worth $21. The stake represents ﹤0.01% of the portfolio and ranks #10285 among its holdings. This is a return to the name: UBS Group previously reported a position in SRET as recently as Q3 2025.

UBS Group first reported a position in SRET in Q3 2015 and has held it in 26 quarters since. The position peaked at $3.82M in Q1 2025. 36 funds tracked by Wall St. Rank hold SRET as of Q1 2026.

  • UBS Group held 1 share of Global X SuperDividend REIT ETF worth $21 as of Q1 2026.
  • Global X SuperDividend REIT ETF was a new UBS Group position in Q1 2026.
  • Global X SuperDividend REIT ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #10285 holding.
  • UBS Group first reported a position in Global X SuperDividend REIT ETF in Q3 2015 and has held it in 26 quarters since.
  • UBS Group's Global X SuperDividend REIT ETF position peaked at $3.82M in Q1 2025.
  • 36 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q1 2026.

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