UBS Group
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UBS Group’s Franklin US Equity Index ETF USPX Stock Holding History

UBS Group’s Portfolio USPX Stock Details USPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-51
Closed -$2.99K – 11197
2025
Q3 		$2.99K Buy
+51
New +$2.87K ﹤0.01% 9099
2024
Q4 		– Sell
-69
Closed -$3.47K – 10426
2024
Q3 		$3.47K Buy
+69
New +$3.34K ﹤0.01% 8260
2024
Q1 		– Sell
-103
Closed -$4.29K – 10063
2023
Q4 		$4.29K Buy
+103
New +$4.02K ﹤0.01% 7882
2023
Q3 		– Sell
-2,955
Closed -$115K – 9991
2023
Q2 		$115K Buy
+2,955
New +$108K ﹤0.01% 5894
2023
Q1 		– Sell
-534
Closed -$17.7K – 10417
2022
Q4 		$17.7K Buy
534
+223
+72% +$7.46K ﹤0.01% 7800
2022
Q3 		$10K Buy
311
+75
+32% +$2.61K ﹤0.01% 8460
2022
Q2 		$8K Sell
236
-4
-2% -$149 ﹤0.01% 8355
2022
Q1 		$10K Buy
240
+127
+112% +$5.06K ﹤0.01% 8448
2021
Q4 		$5K Buy
+113
New +$4.61K ﹤0.01% 9420
2020
Q4 		– Sell
-700
Closed -$23K – 8783
2020
Q3 		$23K Buy
+700
New +$22.8K ﹤0.01% 6212
2020
Q2 		– Sell
-61
Closed -$2K – 8387
2020
Q1 		$2K Buy
+61
New +$1.91K ﹤0.01% 7649
2019
Q3 		– Sell
-407
Closed -$13K – 8271
2019
Q2 		$13K Sell
407
-96
-19% -$2.96K ﹤0.01% 6909
2019
Q1 		$16K Hold
503
– – ﹤0.01% 6503
2018
Q4 		$14K Hold
503
– – ﹤0.01% 7051
2018
Q3 		$16K Sell
503
-40
-7% -$1.23K ﹤0.01% 6935
2018
Q2 		$16K Buy
543
+500
+1,163% +$15.1K ﹤0.01% 6855
2018
Q1 		$1K Sell
43
-137
-76% -$4.25K ﹤0.01% 7669
2017
Q4 		$6K Sell
180
-29,972
-99% -$902K ﹤0.01% 7319
2017
Q3 		$884K Buy
30,152
+30,122
+100,407% +$861K ﹤0.01% 3808
2017
Q2 		$1K Buy
+30
New +$834 ﹤0.01% 7522
2017
Q1 		– Sell
-664
Closed -$17K – 7999
2016
Q4 		$17K Buy
+664
New +$17.2K ﹤0.01% 6618

Other funds holding USPX

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sequent Planning
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group's USPX Position: Q4 2025 in Review

UBS Group sold out of Franklin US Equity Index ETF (USPX) in Q4 2025, closing a stake of 51 shares — an estimated $2.99K sold.

UBS Group first reported a position in USPX in Q4 2016 and held it in 21 quarters. The position peaked at $884K in Q3 2017. 31 funds tracked by Wall St. Rank hold USPX as of Q4 2025.

  • UBS Group reported no remaining Franklin US Equity Index ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 51 Franklin US Equity Index ETF shares in Q4 2025, an estimated $2.99K.
  • UBS Group first reported a position in Franklin US Equity Index ETF in Q4 2016 and held it in 21 quarters.
  • UBS Group's Franklin US Equity Index ETF position peaked at $884K in Q3 2017.
  • 31 funds tracked by Wall St. Rank held Franklin US Equity Index ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.