UBS Group’s MC Trio Equity Buffered ETF TRIO Stock Holding History

UBS Group’s Portfolio TRIO Stock Details TRIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22K	Buy	340 +224	+193%	+$14.3K	﹤0.01%	8102
2026 Q1	$7.01K	Buy	+116	New	+$7.13K	﹤0.01%	8634
2025 Q4	–	Sell	-516	Closed	-$33.6K	–	11483
2025 Q3	$33.6K	Buy	516 +260	+102%	+$16.6K	﹤0.01%	7825
2025 Q2	$16K	Buy	+256	New	+$15.3K	﹤0.01%	8586

Other funds holding TRIO

EWS

Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

UBS Group's TRIO Position: Q2 2026 in Review

UBS Group increased its MC Trio Equity Buffered ETF (TRIO) stake by 193% in Q2 2026, buying an estimated $14.3K and bringing the position to 340 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #8102.

UBS Group first reported a position in TRIO in Q2 2025 and has held it in 4 quarters since. The position peaked at $33.6K in Q3 2025. 5 funds tracked by Wall St. Rank hold TRIO as of Q2 2026.

UBS Group held 340 shares of MC Trio Equity Buffered ETF worth $22K as of Q2 2026.
UBS Group bought 224 MC Trio Equity Buffered ETF shares in Q2 2026, an estimated $14.3K.
MC Trio Equity Buffered ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8102 holding.
UBS Group first reported a position in MC Trio Equity Buffered ETF in Q2 2025 and has held it in 4 quarters since.
UBS Group's MC Trio Equity Buffered ETF position peaked at $33.6K in Q3 2025.
5 funds tracked by Wall St. Rank held MC Trio Equity Buffered ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.