UBS Group
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UBS Group’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

UBS Group’s Portfolio UDIV Stock Details UDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.23K Sell
87
-863
-91% -$50.1K ﹤0.01% 8949
2026
Q1 		$49K Buy
+950
New +$50.9K ﹤0.01% 7377
2025
Q4 		– Sell
-293
Closed -$15.3K – 11184
2025
Q3 		$15.3K Sell
293
-791
-73% -$39.7K ﹤0.01% 8324
2025
Q2 		$52.3K Buy
+1,084
New +$48.2K ﹤0.01% 7730
2025
Q1 		– Sell
-1,205
Closed -$54.7K – 10742
2024
Q4 		$54.7K Sell
1,205
-604
-33% -$27.7K ﹤0.01% 7245
2024
Q3 		$80.7K Buy
1,809
+615
+52% +$26.5K ﹤0.01% 6499
2024
Q2 		$50.3K Sell
1,194
-40
-3% -$1.62K ﹤0.01% 6685
2024
Q1 		$49.8K Buy
1,234
+13
+1% +$500 ﹤0.01% 6508
2023
Q4 		$45.1K Buy
1,221
+27
+2% +$931 ﹤0.01% 6594
2023
Q3 		$39.5K Sell
1,194
-88
-7% -$3.04K ﹤0.01% 6441
2023
Q2 		$44.2K Buy
1,282
+88
+7% +$2.88K ﹤0.01% 6545
2023
Q1 		$38.5K Sell
1,194
-1,881
-61% -$59.2K ﹤0.01% 6625
2022
Q4 		$92.6K Buy
3,075
+1,806
+142% +$55K ﹤0.01% 6181
2022
Q3 		$36K Sell
1,269
-1,016
-44% -$32.6K ﹤0.01% 6668
2022
Q2 		$73K Buy
2,285
+303
+15% +$10.4K ﹤0.01% 5654
2022
Q1 		$72K Buy
1,982
+197
+11% +$7.11K ﹤0.01% 6155
2021
Q4 		$65K Hold
1,785
– – ﹤0.01% 6690
2021
Q3 		$61K Sell
1,785
-396
-18% -$13.9K ﹤0.01% 6184
2021
Q2 		$76K Sell
2,181
-1,460
-40% -$50.4K ﹤0.01% 6085
2021
Q1 		$121K Sell
3,641
-5,965
-62% -$192K ﹤0.01% 5820
2020
Q4 		$302K Sell
9,606
-2,219
-19% -$66.1K ﹤0.01% 4966
2020
Q3 		$329K Sell
11,825
-7,572
-39% -$211K ﹤0.01% 4479
2020
Q2 		$513K Sell
19,397
-522
-3% -$13.2K ﹤0.01% 4120
2020
Q1 		$465K Sell
19,919
-1,111
-5% -$31.4K ﹤0.01% 4031
2019
Q4 		$647K Sell
21,030
-4,156
-17% -$124K ﹤0.01% 4604
2019
Q3 		$733K Buy
25,186
+199
+0.8% +$5.75K ﹤0.01% 4238
2019
Q2 		$730K Buy
24,987
+14,212
+132% +$406K ﹤0.01% 3991
2019
Q1 		$303K Buy
10,775
+2,336
+28% +$64.1K ﹤0.01% 4364
2018
Q4 		$216K Sell
8,439
-58,621
-87% -$1.58M ﹤0.01% 4903
2018
Q3 		$1.88M Buy
67,060
+2,239
+3% +$62.9K ﹤0.01% 3269
2018
Q2 		$1.77M Sell
64,821
-7,219
-10% -$202K ﹤0.01% 3276
2018
Q1 		$2.04M Buy
72,040
+1,480
+2% +$43K ﹤0.01% 3120
2017
Q4 		$2.05M Buy
70,560
+195
+0.3% +$5.55K ﹤0.01% 3168
2017
Q3 		$1.99M Sell
70,365
-2,895
-4% -$81.8K ﹤0.01% 3133
2017
Q2 		$2.04M Buy
73,260
+31,371
+75% +$870K ﹤0.01% 2992
2017
Q1 		$1.15M Buy
+41,889
New +$1.13M ﹤0.01% 3412

Other funds holding UDIV

CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return

UBS Group's UDIV Position: Q2 2026 in Review

UBS Group reduced its Franklin US Core Dividend Tilt Index ETF (UDIV) stake by 91% in Q2 2026, selling an estimated $50.1K and leaving 87 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #8949.

UBS Group first reported a position in UDIV in Q1 2017 and has held it in 36 quarters since. The position peaked at $2.05M in Q4 2017. 43 funds tracked by Wall St. Rank hold UDIV as of Q2 2026.

  • UBS Group held 87 shares of Franklin US Core Dividend Tilt Index ETF worth $5.23K as of Q2 2026.
  • UBS Group sold 863 Franklin US Core Dividend Tilt Index ETF shares in Q2 2026, an estimated $50.1K.
  • Franklin US Core Dividend Tilt Index ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8949 holding.
  • UBS Group first reported a position in Franklin US Core Dividend Tilt Index ETF in Q1 2017 and has held it in 36 quarters since.
  • UBS Group's Franklin US Core Dividend Tilt Index ETF position peaked at $2.05M in Q4 2017.
  • 43 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q2 2026.

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