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 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 $1.41B AUM 18.71% 1-Year Est. Return

UBS Group's TRIO Position: Q1 2026 in Review

UBS Group opened a new position in MC Trio Equity Buffered ETF (TRIO) in Q1 2026: 116 shares worth $7.01K. The stake represents ﹤0.01% of the portfolio and ranks #8634 among its holdings. This is a return to the name: UBS Group previously reported a position in TRIO as recently as Q3 2025.

UBS Group first reported a position in TRIO in Q2 2025 and has held it in 3 quarters since. The position peaked at $33.6K in Q3 2025. 2 funds tracked by Wall St. Rank hold TRIO as of Q1 2026.

UBS Group held 116 shares of MC Trio Equity Buffered ETF worth $7.01K as of Q1 2026.
MC Trio Equity Buffered ETF was a new UBS Group position in Q1 2026.
MC Trio Equity Buffered ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8634 holding.
UBS Group first reported a position in MC Trio Equity Buffered ETF in Q2 2025 and has held it in 3 quarters since.
UBS Group's MC Trio Equity Buffered ETF position peaked at $33.6K in Q3 2025.
2 funds tracked by Wall St. Rank held MC Trio Equity Buffered ETF as of Q1 2026.

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