UBS Group’s SWP Growth & Income ETF SWP Stock Holding History

UBS Group’s Portfolio SWP Stock Details SWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$32.7K	Buy	1,174 +1,049	+839%	+$29.8K	﹤0.01%	7837
2026 Q1	$3.33K	Buy	125 +12	+11%	+$339	﹤0.01%	9107
2025 Q4	$3.14K	Sell	113 -128	-53%	-$3.61K	﹤0.01%	9097
2025 Q3	$6.67K	Sell	241 -4,184	-95%	-$114K	﹤0.01%	8770
2025 Q2	$115K	Sell	4,425 -4,405	-50%	-$108K	﹤0.01%	7114
2025 Q1	$216K	Buy	8,830 +6,873	+351%	+$176K	﹤0.01%	6506
2024 Q4	$49.3K	Buy	+1,957	New	+$50.1K	﹤0.01%	7308

Other funds holding SWP

SWP

Strategic Wealth Partners Independence, Ohio $1.62B AUM 21.77% 1-Year Est. Return

BLFG

Brian Low Financial Group Baton Rouge, Louisiana $171M AUM 23.95% 1-Year Est. Return

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

UBS Group's SWP Position: Q2 2026 in Review

UBS Group increased its SWP Growth & Income ETF (SWP) stake by 839% in Q2 2026, buying an estimated $29.8K and bringing the position to 1,174 shares worth $32.7K. The position accounts for ﹤0.01% of the portfolio, ranked #7837.

UBS Group first reported a position in SWP in Q4 2024 and has held it in 7 quarters since. The position peaked at $216K in Q1 2025. 5 funds tracked by Wall St. Rank hold SWP as of Q2 2026.

UBS Group held 1,174 shares of SWP Growth & Income ETF worth $32.7K as of Q2 2026.
UBS Group bought 1,049 SWP Growth & Income ETF shares in Q2 2026, an estimated $29.8K.
SWP Growth & Income ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7837 holding.
UBS Group first reported a position in SWP Growth & Income ETF in Q4 2024 and has held it in 7 quarters since.
UBS Group's SWP Growth & Income ETF position peaked at $216K in Q1 2025.
5 funds tracked by Wall St. Rank held SWP Growth & Income ETF as of Q2 2026.

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