UBS Group
UDN icon

UBS Group’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

UBS Group’s Portfolio UDN Stock Details UDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.56M Buy
142,266
+1,582
+1% +$28.9K ﹤0.01% 4744
2025
Q4 		$2.57M Buy
140,684
+32,376
+30% +$601K ﹤0.01% 4722
2025
Q3 		$2.04M Buy
108,308
+47,011
+77% +$881K ﹤0.01% 4934
2025
Q2 		$1.16M Buy
61,297
+48,343
+373% +$886K ﹤0.01% 5316
2025
Q1 		$227K Buy
12,954
+9,835
+315% +$168K ﹤0.01% 6462
2024
Q4 		$52.1K Buy
3,119
+2,016
+183% +$36.4K ﹤0.01% 7266
2024
Q3 		$20.9K Buy
1,103
+1,000
+971% +$18.5K ﹤0.01% 7349
2024
Q2 		$1.84K Sell
103
-329
-76% -$5.9K ﹤0.01% 8476
2024
Q1 		$7.77K Buy
432
+24
+6% +$434 ﹤0.01% 7363
2023
Q4 		$7.52K Sell
408
-1,646
-80% -$30.6K ﹤0.01% 7619
2023
Q3 		$37.7K Buy
2,054
+296
+17% +$5.57K ﹤0.01% 6470
2023
Q2 		$33.1K Buy
1,758
+668
+61% +$12.6K ﹤0.01% 6673
2023
Q1 		$20.5K Sell
1,090
-12,350
-92% -$229K ﹤0.01% 7063
2022
Q4 		$249K Buy
13,440
+12,439
+1,243% +$221K ﹤0.01% 5283
2022
Q3 		$17K Sell
1,001
-1,000
-50% -$17.8K ﹤0.01% 7620
2022
Q2 		$37K Buy
2,001
+66
+3% +$1.24K ﹤0.01% 6167
2022
Q1 		$38K Sell
1,935
-22,236
-92% -$444K ﹤0.01% 6768
2021
Q4 		$489K Sell
24,171
-1,891
-7% -$38.6K ﹤0.01% 4997
2021
Q3 		$537K Sell
26,062
-37,589
-59% -$788K ﹤0.01% 4686
2021
Q2 		$1.34M Buy
63,651
+4,628
+8% +$99.3K ﹤0.01% 3928
2021
Q1 		$1.24M Buy
59,023
+38,668
+190% +$831K ﹤0.01% 4043
2020
Q4 		$443K Buy
20,355
+19,114
+1,540% +$407K ﹤0.01% 4692
2020
Q3 		$26K Sell
1,241
-5,971
-83% -$125K ﹤0.01% 6109
2020
Q2 		$146K Sell
7,212
-1,679
-19% -$33.5K ﹤0.01% 5030
2020
Q1 		$177K Sell
8,891
-59,417
-87% -$1.19M ﹤0.01% 4814
2019
Q4 		$1.4M Buy
68,308
+65,026
+1,981% +$1.33M ﹤0.01% 3901
2019
Q3 		$66K Buy
3,282
+2,991
+1,028% +$61.4K ﹤0.01% 6033
2019
Q2 		$6K Sell
291
-209
-42% -$4.32K ﹤0.01% 7326
2019
Q1 		$10K Sell
500
-43,090
-99% -$901K ﹤0.01% 6826
2018
Q4 		$915K Buy
43,590
+37,152
+577% +$787K ﹤0.01% 3754
2018
Q3 		$139K Buy
6,438
+2,036
+46% +$43.9K ﹤0.01% 5321
2018
Q2 		$96K Sell
4,402
-1,431
-25% -$31.7K ﹤0.01% 5472
2018
Q1 		$133K Sell
5,833
-10,547
-64% -$241K ﹤0.01% 5044
2017
Q4 		$366K Buy
16,380
+2,556
+18% +$56.5K ﹤0.01% 4510
2017
Q3 		$308K Buy
13,824
+12,566
+999% +$280K ﹤0.01% 4548
2017
Q2 		$27K Buy
1,258
+1,204
+2,230% +$25.6K ﹤0.01% 6081
2017
Q1 		$1K Sell
54
-30,236
-100% -$627K ﹤0.01% 7465
2016
Q4 		$620K Buy
30,290
+30,236
+55,993% +$637K ﹤0.01% 3950
2016
Q3 		$1K Sell
54
-5,246
-99% -$115K ﹤0.01% 7547
2016
Q2 		$116K Buy
5,300
+963
+22% +$21.5K ﹤0.01% 4931
2016
Q1 		$97K Buy
4,337
+1,717
+66% +$37.3K ﹤0.01% 5007
2015
Q4 		$56K Buy
2,620
+1,016
+63% +$22K ﹤0.01% 5721
2015
Q3 		$35K Sell
1,604
-1,233
-43% -$27.1K ﹤0.01% 6154
2015
Q2 		$62K Sell
2,837
-2,224
-44% -$49K ﹤0.01% 5816
2015
Q1 		$109K Sell
5,061
-6,971
-58% -$156K ﹤0.01% 5347
2014
Q4 		$286K Buy
+12,032
New +$296K ﹤0.01% 4698

Other funds holding UDN

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $785M AUM 27.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
LGM
L1 Global Manager Melbourne $149M AUM
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

UBS Group's UDN Position: Q1 2026 in Review

UBS Group increased its Invesco DB US Dollar Index Bearish Fund (UDN) stake by 1.1% in Q1 2026, buying an estimated $28.9K and bringing the position to 142,266 shares worth $2.56M. The position accounts for ﹤0.01% of the portfolio, ranked #4744.

UBS Group first reported a position in UDN in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.57M in Q4 2025. 37 funds tracked by Wall St. Rank hold UDN as of Q1 2026.

  • UBS Group held 142,266 shares of Invesco DB US Dollar Index Bearish Fund worth $2.56M as of Q1 2026.
  • UBS Group bought 1,582 Invesco DB US Dollar Index Bearish Fund shares in Q1 2026, an estimated $28.9K.
  • Invesco DB US Dollar Index Bearish Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4744 holding.
  • UBS Group first reported a position in Invesco DB US Dollar Index Bearish Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Invesco DB US Dollar Index Bearish Fund position peaked at $2.57M in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q1 2026.

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