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
Q2 		$35K Sell
886
-2,606
-75% -$93.8K ﹤0.01% 7793
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 $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 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: Q2 2026 in Review

UBS Group reduced its Wahed Dow Jones Islamic World ETF (UMMA) stake by 75% in Q2 2026, selling an estimated $93.8K and leaving 886 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #7793.

UBS Group first reported a position in UMMA in Q1 2022 and has held it in 14 quarters since. The position peaked at $107K in Q1 2026. 50 funds tracked by Wall St. Rank hold UMMA as of Q2 2026.

  • UBS Group held 886 shares of Wahed Dow Jones Islamic World ETF worth $35K as of Q2 2026.
  • UBS Group sold 2,606 Wahed Dow Jones Islamic World ETF shares in Q2 2026, an estimated $93.8K.
  • Wahed Dow Jones Islamic World ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7793 holding.
  • UBS Group first reported a position in Wahed Dow Jones Islamic World ETF in Q1 2022 and has held it in 14 quarters since.
  • UBS Group's Wahed Dow Jones Islamic World ETF position peaked at $107K in Q1 2026.
  • 50 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q2 2026.

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