UBS Group’s ProShares UltraPro S&P 500 UPRO Stock Holding History

UBS Group’s Portfolio UPRO Stock Details UPRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-42,000	Closed	-$1.38M	–	10412
2022 Q4	$1.38M	Hold	42,000	–	–	﹤0.01%	3766
2022 Q3	$1.19M	Sell	42,000 -10,000	-19%	-$401K	﹤0.01%	3604
2022 Q2	$1.81M	Hold	52,000	–	–	﹤0.01%	3237
2022 Q1	$3.31M	Buy	+52,000	New	+$3.22M	﹤0.01%	2964
2016 Q1	–	Sell	-2,400	Closed	-$25K	–	8207
2015 Q4	$25K	Hold	2,400	–	–	﹤0.01%	6520
2015 Q3	$21K	Hold	2,400	–	–	﹤0.01%	6650
2015 Q2	$27K	Hold	2,400	–	–	﹤0.01%	6599
2015 Q1	$27K	Hold	2,400	–	–	﹤0.01%	6669
2014 Q4	$27K	Buy	+2,400	New	+$24.8K	﹤0.01%	7232

Other funds holding UPRO

RAM

Revere Asset Management Dallas, Texas $261M AUM 104.77% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

RCM

Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

MSG

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group's UPRO Position: Q2 2026 in Review

UBS Group reduced its ProShares UltraPro S&P 500 (UPRO) stake by 36% in Q2 2026, selling an estimated $1.66M and leaving 21,886 shares worth $3.1M. The position accounts for ﹤0.01% of the portfolio, ranked #4656.

UBS Group first reported a position in UPRO in Q1 2015 and has held it in 40 quarters since. The position peaked at $10.7M in Q4 2024. 140 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

UBS Group held 21,886 shares of ProShares UltraPro S&P 500 worth $3.1M as of Q2 2026.
UBS Group sold 12,562 ProShares UltraPro S&P 500 shares in Q2 2026, an estimated $1.66M.
ProShares UltraPro S&P 500 made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4656 holding.
UBS Group first reported a position in ProShares UltraPro S&P 500 in Q1 2015 and has held it in 40 quarters since.
UBS Group's ProShares UltraPro S&P 500 position peaked at $10.7M in Q4 2024.
140 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

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