UBS Group’s Nomura Tax-Free USA Short Term ETF STAX Stock Holding History

UBS Group’s Portfolio STAX Stock Details STAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$203K	Buy	+7,987	New	+$203K	﹤0.01%	6783
2025 Q3	–	Sell	-5	Closed	-$127	–	10895
2025 Q2	$127	Hold	5	–	–	﹤0.01%	9981
2025 Q1	$126	Hold	5	–	–	﹤0.01%	9929
2024 Q4	$126	Hold	5	–	–	﹤0.01%	9624
2024 Q3	$127	Buy	+5	New	+$127	﹤0.01%	9131

Other funds holding STAX

Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

UBS Group's STAX Position: Q2 2026 in Review

UBS Group opened a new position in Nomura Tax-Free USA Short Term ETF (STAX) in Q2 2026: 7,987 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #6783 among its holdings. This is a return to the name: UBS Group previously reported a position in STAX as recently as Q2 2025.

UBS Group first reported a position in STAX in Q3 2024 and has held it in 5 quarters since. 5 funds tracked by Wall St. Rank hold STAX as of Q2 2026.

UBS Group held 7,987 shares of Nomura Tax-Free USA Short Term ETF worth $203K as of Q2 2026.
Nomura Tax-Free USA Short Term ETF was a new UBS Group position in Q2 2026.
Nomura Tax-Free USA Short Term ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6783 holding.
UBS Group first reported a position in Nomura Tax-Free USA Short Term ETF in Q3 2024 and has held it in 5 quarters since.
5 funds tracked by Wall St. Rank held Nomura Tax-Free USA Short Term ETF as of Q2 2026.

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