UBS Group’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

UBS Group’s Portfolio UUP Stock Details UUP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-750,000	Closed	-$18.9M	–	8313
2018 Q3	$18.9M	Buy	+750,000	New	+$18.8M	0.01%	1243
2017 Q1	–	Sell	-927,100	Closed	-$24.5M	–	8002
2016 Q4	$24.5M	Hold	927,100	–	–	0.01%	909
2016 Q3	$22.9M	Buy	927,100 +617,100	+199%	+$15.3M	0.01%	898
2016 Q2	$7.7M	Buy	+310,000	New	+$7.59M	﹤0.01%	1577
2016 Q1	–	Sell	-86,200	Closed	-$2.21M	–	8215
2015 Q4	$2.21M	Hold	86,200	–	–	﹤0.01%	2700
2015 Q3	$2.16M	Hold	86,200	–	–	﹤0.01%	2667
2015 Q2	$2.16M	Sell	86,200 -13,600	-14%	-$343K	﹤0.01%	2899
2015 Q1	$2.58M	Sell	99,800 -1,657,100	-94%	-$41.7M	﹤0.01%	2695
2014 Q4	$42.1M	Buy	+1,756,900	New	+$40.8M	0.03%	606

Other funds holding UUP

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group's UUP Position: Q2 2026 in Review

UBS Group increased its Invesco DB US Dollar Index Bullish Fund (UUP) stake by 39% in Q2 2026, buying an estimated $714K and bringing the position to 91,568 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #4866.

UBS Group first reported a position in UUP in Q4 2014 and has held it in 47 quarters since. The position peaked at $56.5M in Q4 2014. 76 funds tracked by Wall St. Rank hold UUP as of Q2 2026.

UBS Group held 91,568 shares of Invesco DB US Dollar Index Bullish Fund worth $2.6M as of Q2 2026.
UBS Group bought 25,741 Invesco DB US Dollar Index Bullish Fund shares in Q2 2026, an estimated $714K.
Invesco DB US Dollar Index Bullish Fund made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4866 holding.
UBS Group first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2014 and has held it in 47 quarters since.
UBS Group's Invesco DB US Dollar Index Bullish Fund position peaked at $56.5M in Q4 2014.
76 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2026.

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