UBS Group’s Lazard US Systematic Small Cap Equity ETF SYZ Stock Holding History

UBS Group’s Portfolio SYZ Stock Details SYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-189	Closed	-$4.78K	–	11707
2025 Q4	$4.78K	Sell	189 -26	-12%	-$645	﹤0.01%	8782
2025 Q3	$5.38K	Buy	+215	New	+$5.39K	﹤0.01%	8873

Other funds holding SYZ

EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group's SYZ Position: Q1 2026 in Review

UBS Group sold out of Lazard US Systematic Small Cap Equity ETF (SYZ) in Q1 2026, closing a stake of 189 shares — an estimated $4.78K sold.

UBS Group first reported a position in SYZ in Q3 2025 and held it in 2 quarters. The position peaked at $5.38K in Q3 2025. 7 funds tracked by Wall St. Rank hold SYZ as of Q1 2026.

UBS Group reported no remaining Lazard US Systematic Small Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
UBS Group sold 189 Lazard US Systematic Small Cap Equity ETF shares in Q1 2026, an estimated $4.78K.
UBS Group first reported a position in Lazard US Systematic Small Cap Equity ETF in Q3 2025 and held it in 2 quarters.
UBS Group's Lazard US Systematic Small Cap Equity ETF position peaked at $5.38K in Q3 2025.
7 funds tracked by Wall St. Rank held Lazard US Systematic Small Cap Equity ETF as of Q1 2026.

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