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 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 $1.44B AUM 21.2% 1-Year Est. Return

BLFG

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

UBS Group's SWP Position: Q1 2026 in Review

UBS Group increased its SWP Growth & Income ETF (SWP) stake by 11% in Q1 2026, buying an estimated $339 and bringing the position to 125 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #9107.

UBS Group first reported a position in SWP in Q4 2024 and has held it in 6 quarters since. The position peaked at $216K in Q1 2025. 6 funds tracked by Wall St. Rank hold SWP as of Q1 2026.

UBS Group held 125 shares of SWP Growth & Income ETF worth $3.33K as of Q1 2026.
UBS Group bought 12 SWP Growth & Income ETF shares in Q1 2026, an estimated $339.
SWP Growth & Income ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9107 holding.
UBS Group first reported a position in SWP Growth & Income ETF in Q4 2024 and has held it in 6 quarters since.
UBS Group's SWP Growth & Income ETF position peaked at $216K in Q1 2025.
6 funds tracked by Wall St. Rank held SWP Growth & Income ETF as of Q1 2026.

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