UBS Group
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UBS Group’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

UBS Group’s Portfolio UMMA Stock Details UMMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$107K Buy
3,492
+2,752
+372% +$88.2K ﹤0.01% 6973
2025
Q4 		$21.9K Sell
740
-292
-28% -$8.38K ﹤0.01% 7719
2025
Q3 		$28.4K Buy
1,032
+832
+416% +$22.2K ﹤0.01% 7930
2025
Q2 		$5.33K Buy
200
+170
+567% +$4.22K ﹤0.01% 9185
2025
Q1 		$715 Hold
30
– – ﹤0.01% 9677
2024
Q4 		$709 Hold
30
– – ﹤0.01% 9395
2024
Q3 		$766 Buy
+30
New +$746 ﹤0.01% 8826
2024
Q2 		– Sell
-251
Closed -$6.03K – 10118
2024
Q1 		$6.03K Buy
251
+168
+202% +$3.89K ﹤0.01% 7488
2023
Q4 		$1.89K Buy
+83
New +$1.74K ﹤0.01% 8201
2023
Q2 		– Sell
-36
Closed -$770 – 9685
2023
Q1 		$770 Sell
36
-55
-60% -$1.15K ﹤0.01% 8909
2022
Q4 		$1.76K Buy
+91
New +$1.68K ﹤0.01% 9799
2022
Q3 		– Sell
-90
Closed -$2K – 10950
2022
Q2 		$2K Sell
90
-214
-70% -$4.36K ﹤0.01% 9624
2022
Q1 		$7K Buy
+304
New +$7.04K ﹤0.01% 8847

Other funds holding UMMA

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

UBS Group's UMMA Position: Q1 2026 in Review

UBS Group increased its Wahed Dow Jones Islamic World ETF (UMMA) stake by 372% in Q1 2026, buying an estimated $88.2K and bringing the position to 3,492 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #6973.

UBS Group first reported a position in UMMA in Q1 2022 and has held it in 13 quarters since. 37 funds tracked by Wall St. Rank hold UMMA as of Q1 2026.

  • UBS Group held 3,492 shares of Wahed Dow Jones Islamic World ETF worth $107K as of Q1 2026.
  • UBS Group bought 2,752 Wahed Dow Jones Islamic World ETF shares in Q1 2026, an estimated $88.2K.
  • Wahed Dow Jones Islamic World ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6973 holding.
  • UBS Group first reported a position in Wahed Dow Jones Islamic World ETF in Q1 2022 and has held it in 13 quarters since.
  • 37 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q1 2026.

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