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 $195M AUM 80.44% 1-Year Est. Return

RCM

Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return

SFA

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 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

MFA

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

UBS Group's UPRO Position: Q1 2026 in Review

UBS Group increased its ProShares UltraPro S&P 500 (UPRO) stake by 281% in Q1 2026, buying an estimated $2.87M and bringing the position to 34,448 shares worth $3.34M. The position accounts for ﹤0.01% of the portfolio, ranked #4475.

UBS Group first reported a position in UPRO in Q1 2015 and has held it in 39 quarters since. The position peaked at $10.7M in Q4 2024. 120 funds tracked by Wall St. Rank hold UPRO as of Q1 2026.

UBS Group held 34,448 shares of ProShares UltraPro S&P 500 worth $3.34M as of Q1 2026.
UBS Group bought 25,408 ProShares UltraPro S&P 500 shares in Q1 2026, an estimated $2.87M.
ProShares UltraPro S&P 500 made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4475 holding.
UBS Group first reported a position in ProShares UltraPro S&P 500 in Q1 2015 and has held it in 39 quarters since.
UBS Group's ProShares UltraPro S&P 500 position peaked at $10.7M in Q4 2024.
120 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q1 2026.

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