UBS Group
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UBS Group’s TBG Dividend Focus ETF TBG Stock Holding History

UBS Group’s Portfolio TBG Stock Details TBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-286
Closed -$9.55K – 11148
2025
Q4 		$9.55K Buy
286
+185
+183% +$6.15K ﹤0.01% 8274
2025
Q3 		$3.34K Buy
+101
New +$3.35K ﹤0.01% 9056
2025
Q1 		– Sell
-3,064
Closed -$97.9K – 10718
2024
Q4 		$97.9K Buy
+3,064
New +$100K ﹤0.01% 6890
2024
Q2 		– Sell
-84
Closed -$2.48K – 10078
2024
Q1 		$2.48K Buy
+84
New +$2.35K ﹤0.01% 7894

Other funds holding TBG

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $467M AUM 14.84% 1-Year Est. Return
BFS
Boyer Financial Services Newport Beach, California $118M AUM
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

UBS Group's TBG Position: Q1 2026 in Review

UBS Group sold out of TBG Dividend Focus ETF (TBG) in Q1 2026, closing a stake of 286 shares — an estimated $9.55K sold.

UBS Group first reported a position in TBG in Q1 2024 and held it in 4 quarters. The position peaked at $97.9K in Q4 2024. 25 funds tracked by Wall St. Rank hold TBG as of Q1 2026.

  • UBS Group reported no remaining TBG Dividend Focus ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 286 TBG Dividend Focus ETF shares in Q1 2026, an estimated $9.55K.
  • UBS Group first reported a position in TBG Dividend Focus ETF in Q1 2024 and held it in 4 quarters.
  • UBS Group's TBG Dividend Focus ETF position peaked at $97.9K in Q4 2024.
  • 25 funds tracked by Wall St. Rank held TBG Dividend Focus ETF as of Q1 2026.

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