UBS Group
SYLD icon

UBS Group’s Cambria Shareholder Yield ETF SYLD Stock Holding History

UBS Group’s Portfolio SYLD Stock Details SYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.7M Buy
248,381
+6,583
+3% +$492K ﹤0.01% 2667
2025
Q4 		$16.8M Sell
241,798
-9,740
-4% -$669K ﹤0.01% 2746
2025
Q3 		$17.3M Sell
251,538
-69,781
-22% -$4.72M ﹤0.01% 2725
2025
Q2 		$20.9M Sell
321,319
-21,511
-6% -$1.34M ﹤0.01% 2312
2025
Q1 		$21.9M Sell
342,830
-15,466
-4% -$1.05M ﹤0.01% 2225
2024
Q4 		$24.5M Buy
358,296
+4,468
+1% +$323K ﹤0.01% 2122
2024
Q3 		$25.6M Sell
353,828
-13,319
-4% -$930K 0.01% 1632
2024
Q2 		$25.1M Sell
367,147
-155,552
-30% -$10.9M 0.01% 1500
2024
Q1 		$38.3M Buy
522,699
+206,920
+66% +$14.2M 0.01% 1215
2023
Q4 		$21.3M Buy
315,779
+76,610
+32% +$4.77M 0.01% 1544
2023
Q3 		$14.8M Buy
239,169
+32,718
+16% +$2.05M 0.01% 1694
2023
Q2 		$12.6M Sell
206,451
-65,042
-24% -$3.77M ﹤0.01% 1801
2023
Q1 		$15.9M Buy
271,493
+50,809
+23% +$3.14M 0.01% 1560
2022
Q4 		$13.1M Sell
220,684
-5,189
-2% -$310K ﹤0.01% 1719
2022
Q3 		$11.9M Sell
225,873
-5,724
-2% -$331K 0.01% 1651
2022
Q2 		$12.6M Buy
231,597
+80,956
+54% +$4.95M 0.01% 1644
2022
Q1 		$9.63M Buy
150,641
+72,036
+92% +$4.6M ﹤0.01% 1974
2021
Q4 		$5.08M Buy
78,605
+9,254
+13% +$592K ﹤0.01% 2798
2021
Q3 		$4.17M Buy
69,351
+33,670
+94% +$2.08M ﹤0.01% 2869
2021
Q2 		$2.28M Buy
35,681
+2,594
+8% +$166K ﹤0.01% 3463
2021
Q1 		$1.99M Buy
33,087
+16,287
+97% +$901K ﹤0.01% 3575
2020
Q4 		$749K Buy
16,800
+23
+0.1% +$919 ﹤0.01% 4251
2020
Q3 		$580K Sell
16,777
-3,444
-17% -$118K ﹤0.01% 4071
2020
Q2 		$651K Sell
20,221
-972
-5% -$29.1K ﹤0.01% 3924
2020
Q1 		$533K Buy
21,193
+949
+5% +$33.3K ﹤0.01% 3903
2019
Q4 		$816K Sell
20,244
-2,236
-10% -$85.8K ﹤0.01% 4397
2019
Q3 		$818K Sell
22,480
-3,022
-12% -$107K ﹤0.01% 4140
2019
Q2 		$918K Buy
25,502
+1,551
+6% +$56K ﹤0.01% 3818
2019
Q1 		$862K Sell
23,951
-303
-1% -$10.8K ﹤0.01% 3692
2018
Q4 		$788K Sell
24,254
-6,480
-21% -$232K ﹤0.01% 3895
2018
Q3 		$1.21M Sell
30,734
-296
-1% -$11.7K ﹤0.01% 3665
2018
Q2 		$1.18M Sell
31,030
-213,178
-87% -$8.21M ﹤0.01% 3635
2018
Q1 		$9.21M Buy
244,208
+1,904
+0.8% +$74K ﹤0.01% 1762
2017
Q4 		$9.3M Buy
242,304
+205,525
+559% +$7.53M ﹤0.01% 1779
2017
Q3 		$1.31M Buy
36,779
+4,118
+13% +$142K ﹤0.01% 3487
2017
Q2 		$1.12M Buy
32,661
+2,393
+8% +$81.1K ﹤0.01% 3520
2017
Q1 		$1.03M Sell
30,268
-3,326
-10% -$112K ﹤0.01% 3506
2016
Q4 		$1.09M Sell
33,594
-519
-2% -$16.3K ﹤0.01% 3473
2016
Q3 		$1.02M Buy
34,113
+17,216
+102% +$507K ﹤0.01% 3411
2016
Q2 		$477K Sell
16,897
-5,326
-24% -$152K ﹤0.01% 3921
2016
Q1 		$644K Sell
22,223
-3,194
-13% -$87.7K ﹤0.01% 3588
2015
Q4 		$734K Sell
25,417
-1,936
-7% -$59.6K ﹤0.01% 3649
2015
Q3 		$797K Sell
27,353
-9,698
-26% -$298K ﹤0.01% 3553
2015
Q2 		$1.16M Sell
37,051
-20,509
-36% -$656K ﹤0.01% 3443
2015
Q1 		$1.83M Buy
57,560
+3,918
+7% +$124K ﹤0.01% 3012
2014
Q4 		$1.67M Buy
+53,642
New +$1.66M ﹤0.01% 3072

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group's SYLD Position: Q1 2026 in Review

UBS Group increased its Cambria Shareholder Yield ETF (SYLD) stake by 2.7% in Q1 2026, buying an estimated $492K and bringing the position to 248,381 shares worth $18.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2667.

UBS Group first reported a position in SYLD in Q4 2014 and has held it in 46 quarters since. The position peaked at $38.3M in Q1 2024. 167 funds tracked by Wall St. Rank hold SYLD as of Q1 2026.

  • UBS Group held 248,381 shares of Cambria Shareholder Yield ETF worth $18.7M as of Q1 2026.
  • UBS Group bought 6,583 Cambria Shareholder Yield ETF shares in Q1 2026, an estimated $492K.
  • Cambria Shareholder Yield ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2667 holding.
  • UBS Group first reported a position in Cambria Shareholder Yield ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Cambria Shareholder Yield ETF position peaked at $38.3M in Q1 2024.
  • 167 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2026.

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