UBS Group
TZA icon

UBS Group’s Direxion Daily Small Cap Bear 3x ETF TZA Stock Holding History

UBS Group’s Portfolio TZA Stock Details TZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Hold
0
– -$8K – 8589
2015
Q3 		– Hold
0
– – – 7426
2015
Q2 		– Sell
-3
Closed -$47.3K – 7800
2015
Q1 		$47K Buy
3
+2
+200% +$36.7K ﹤0.01% 6118
2014
Q4 		$25K Buy
+1
New +$23.1K ﹤0.01% 7329

Other funds holding TZA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
HT
Headlands Technologies Chicago, Illinois $943M AUM 48.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

UBS Group's TZA Position: Q2 2026 in Review

UBS Group reduced its Direxion Daily Small Cap Bear 3x ETF (TZA) stake by 59% in Q2 2026, selling an estimated $1.44M and leaving 20,530 shares worth $778K. The position accounts for ﹤0.01% of the portfolio, ranked #5926.

UBS Group first reported a position in TZA in Q4 2014 and has held it in 40 quarters since. The position peaked at $3.53M in Q1 2026. 42 funds tracked by Wall St. Rank hold TZA as of Q2 2026.

  • UBS Group held 20,530 shares of Direxion Daily Small Cap Bear 3x ETF worth $778K as of Q2 2026.
  • UBS Group sold 29,797 Direxion Daily Small Cap Bear 3x ETF shares in Q2 2026, an estimated $1.44M.
  • Direxion Daily Small Cap Bear 3x ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5926 holding.
  • UBS Group first reported a position in Direxion Daily Small Cap Bear 3x ETF in Q4 2014 and has held it in 40 quarters since.
  • UBS Group's Direxion Daily Small Cap Bear 3x ETF position peaked at $3.53M in Q1 2026.
  • 42 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bear 3x ETF as of Q2 2026.

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