UBS Group
TBLU

UBS Group’s Tortoise Global Water ETF TBLU Stock Holding History

UBS Group’s Portfolio TBLU Stock Details TBLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$50.3K Sell
997
-215
-18% -$11.4K ﹤0.01% 7361
2025
Q4 		$61.6K Sell
1,212
-9,700
-89% -$512K ﹤0.01% 7122
2025
Q3 		$581K Buy
10,912
+209
+2% +$11.2K ﹤0.01% 5976
2025
Q2 		$566K Sell
10,703
-725
-6% -$36.2K ﹤0.01% 5906
2025
Q1 		$541K Buy
11,428
+9,989
+694% +$473K ﹤0.01% 5794
2024
Q4 		$67.5K Buy
1,439
+431
+43% +$21.3K ﹤0.01% 7109
2024
Q3 		$50.5K Buy
1,008
+767
+318% +$36.5K ﹤0.01% 6813
2024
Q2 		$10.9K Buy
241
+33
+16% +$1.54K ﹤0.01% 7670
2024
Q1 		$9.72K Sell
208
-944
-82% -$41.7K ﹤0.01% 7268
2023
Q4 		$50.5K Buy
1,152
+100
+10% +$3.99K ﹤0.01% 6531
2023
Q3 		$40K Buy
1,052
+894
+566% +$36.3K ﹤0.01% 6438
2023
Q2 		$6.51K Sell
158
-561
-78% -$22.4K ﹤0.01% 7360
2023
Q1 		$28.5K Sell
719
-1,649
-70% -$64.5K ﹤0.01% 6837
2022
Q4 		$87.1K Buy
2,368
+1,584
+202% +$57.4K ﹤0.01% 6234
2022
Q3 		$26K Buy
784
+756
+2,700% +$28.1K ﹤0.01% 7065
2022
Q2 		$1K Sell
28
-770
-96% -$29.5K ﹤0.01% 9996
2022
Q1 		$34K Buy
798
+352
+79% +$15.5K ﹤0.01% 6883
2021
Q4 		$23K Buy
446
+403
+937% +$19.5K ﹤0.01% 7688
2021
Q3 		$2K Buy
+43
New +$2.03K ﹤0.01% 9006
2020
Q3 		– Sell
-38
Closed -$1K – 8480
2020
Q2 		$1K Buy
+38
New +$1.12K ﹤0.01% 7811
2019
Q3 		– Sell
-170
Closed -$5K – 8317
2019
Q2 		$5K Buy
+170
New +$5.02K ﹤0.01% 7398
2019
Q1 		– Sell
-560
Closed -$14K – 8256
2018
Q4 		$14K Buy
560
+268
+92% +$7.21K ﹤0.01% 7052
2018
Q3 		$8K Sell
292
-719
-71% -$20.7K ﹤0.01% 7296
2018
Q2 		$28K Buy
+1,011
New +$29.2K ﹤0.01% 6451

Other funds holding TBLU

WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $253M AUM 17.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFP
Meramec Financial Planners Saint Louis, Missouri $252M AUM
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group's TBLU Position: Q1 2026 in Review

UBS Group reduced its Tortoise Global Water ETF (TBLU) stake by 18% in Q1 2026, selling an estimated $11.4K and leaving 997 shares worth $50.3K. The position accounts for ﹤0.01% of the portfolio, ranked #7361.

UBS Group first reported a position in TBLU in Q2 2018 and has held it in 24 quarters since. The position peaked at $581K in Q3 2025. 39 funds tracked by Wall St. Rank hold TBLU as of Q1 2026.

  • UBS Group held 997 shares of Tortoise Global Water ETF worth $50.3K as of Q1 2026.
  • UBS Group sold 215 Tortoise Global Water ETF shares in Q1 2026, an estimated $11.4K.
  • Tortoise Global Water ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7361 holding.
  • UBS Group first reported a position in Tortoise Global Water ETF in Q2 2018 and has held it in 24 quarters since.
  • UBS Group's Tortoise Global Water ETF position peaked at $581K in Q3 2025.
  • 39 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q1 2026.

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