UBS Group
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UBS Group’s Touchstone Dynamic International ETF TDI Stock Holding History

UBS Group’s Portfolio TDI Stock Details TDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.66K Buy
+78
New +$3.6K ﹤0.01% 9789
2026
Q1 		– Sell
-311
Closed -$12K – 11152
2025
Q4 		$12K Sell
311
-1,975
-86% -$75.1K ﹤0.01% 8135
2025
Q3 		$85.2K Buy
2,286
+720
+46% +$25.5K ﹤0.01% 7231
2025
Q2 		$53.2K Sell
1,566
-764
-33% -$24K ﹤0.01% 7715
2025
Q1 		$69.7K Buy
2,330
+1,157
+99% +$33.8K ﹤0.01% 7332
2024
Q4 		$32.3K Buy
1,173
+1,087
+1,264% +$32.2K ﹤0.01% 7554
2024
Q3 		$2.63K Buy
86
+25
+41% +$737 ﹤0.01% 8397
2024
Q2 		$1.78K Buy
61
+6
+11% +$174 ﹤0.01% 8493
2024
Q1 		$1.6K Sell
55
-334
-86% -$9.28K ﹤0.01% 8105
2023
Q4 		$10.4K Buy
+389
New +$10.2K ﹤0.01% 7441

Other funds holding TDI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Tidemark
Tidemark San Diego, California $460M AUM 11.19% 1-Year Est. Return
Lifestyle Asset Management
Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return
Intentional Wealth Strategies
Intentional Wealth Strategies Colorado Springs, Colorado $111M AUM
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
RPS Advisory Solutions
RPS Advisory Solutions Louisville, Kentucky $153M AUM 25.12% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return
Golden State Equity Partners
Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

UBS Group's TDI Position: Q3 2026 in Review

UBS Group opened a new position in Touchstone Dynamic International ETF (TDI) in Q3 2026: 78 shares worth $3.66K. The stake represents ﹤0.01% of the portfolio and ranks #9789 among its holdings. This is a return to the name: UBS Group previously reported a position in TDI as recently as Q4 2025.

UBS Group first reported a position in TDI in Q4 2023 and has held it in 10 quarters since. The position peaked at $85.2K in Q3 2025. 29 funds tracked by Wall St. Rank hold TDI as of Q3 2026.

  • UBS Group held 78 shares of Touchstone Dynamic International ETF worth $3.66K as of Q3 2026.
  • Touchstone Dynamic International ETF was a new UBS Group position in Q3 2026.
  • Touchstone Dynamic International ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #9789 holding.
  • UBS Group first reported a position in Touchstone Dynamic International ETF in Q4 2023 and has held it in 10 quarters since.
  • UBS Group's Touchstone Dynamic International ETF position peaked at $85.2K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held Touchstone Dynamic International ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.