UBS Group
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UBS Group’s ProShares Ultra Russell2000 UWM Stock Holding History

UBS Group’s Portfolio UWM Stock Details UWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$345K Sell
5,132
-8,281
-62% -$492K ﹤0.01% 6461
2026
Q1 		$626K Buy
13,413
+12,513
+1,390% +$640K ﹤0.01% 5912
2025
Q4 		$42.3K Buy
900
+67
+8% +$3.17K ﹤0.01% 7307
2025
Q3 		$38.6K Buy
833
+831
+41,550% +$35K ﹤0.01% 7742
2025
Q2 		$75 Sell
2
-139
-99% -$4.6K ﹤0.01% 10026
2025
Q1 		$4.71K Sell
141
-2,413
-94% -$96.6K ﹤0.01% 9072
2024
Q4 		$107K Buy
+2,554
New +$116K ﹤0.01% 6829
2024
Q3 		– Sell
-17,709
Closed -$659K – 10097
2024
Q2 		$659K Buy
+17,709
New +$660K ﹤0.01% 4782
2023
Q3 		– Sell
-3,293
Closed -$113K – 9995
2023
Q2 		$113K Sell
3,293
-9,945
-75% -$313K ﹤0.01% 5902
2023
Q1 		$421K Buy
13,238
+13,108
+10,083% +$450K ﹤0.01% 4823
2022
Q4 		$4.05K Sell
130
-7,777
-98% -$256K ﹤0.01% 9399
2022
Q3 		$227K Buy
+7,907
New +$280K ﹤0.01% 4977
2022
Q2 		– Sell
-2,064
Closed -$96K – 10985
2022
Q1 		$96K Buy
+2,064
New +$95.5K ﹤0.01% 5960
2021
Q2 		– Sell
-5,836
Closed -$326K – 9847
2021
Q1 		$326K Buy
5,836
+2,402
+70% +$133K ﹤0.01% 5164
2020
Q4 		$154K Sell
3,434
-16,386
-83% -$591K ﹤0.01% 5408
2020
Q3 		$524K Buy
+19,820
New +$529K ﹤0.01% 4154
2020
Q1 		– Sell
-12
Closed – – 8443
2019
Q4 		$0 Buy
+12
New +$421 ﹤0.01% 8434
2019
Q1 		– Sell
-2
Closed – – 8196
2018
Q4 		$0 Sell
2
-4,900
-100% -$161K ﹤0.01% 8315
2018
Q3 		$207K Buy
4,902
+4,900
+245,000% +$208K ﹤0.01% 5031
2018
Q2 		$0 Sell
2
-806
-100% -$30.8K ﹤0.01% 8275
2018
Q1 		$28K Sell
808
-790
-49% -$28.5K ﹤0.01% 6157
2017
Q4 		$56K Buy
+1,598
New +$54.7K ﹤0.01% 5752
2017
Q2 		– Sell
-6,792
Closed -$196K – 7998
2017
Q1 		$196K Buy
6,792
+1,748
+35% +$49.8K ﹤0.01% 4654
2016
Q4 		$141K Buy
5,044
+2,916
+137% +$73K ﹤0.01% 5038
2016
Q3 		$50K Sell
2,128
-2,544
-54% -$57.7K ﹤0.01% 5521
2016
Q2 		$94K Buy
+4,672
New +$91.4K ﹤0.01% 5069
2015
Q4 		– Sell
-3,788
Closed -$71K – 8597
2015
Q3 		$71K Sell
3,788
-2,516
-40% -$55.6K ﹤0.01% 5508
2015
Q2 		$154K Buy
+6,304
New +$155K ﹤0.01% 5089
2015
Q1 		– Sell
-9,748
Closed -$220K – 9415
2014
Q4 		$220K Buy
+9,748
New +$201K ﹤0.01% 4957

Other funds holding UWM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

UBS Group's UWM Position: Q2 2026 in Review

UBS Group reduced its ProShares Ultra Russell2000 (UWM) stake by 62% in Q2 2026, selling an estimated $492K and leaving 5,132 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #6461.

UBS Group first reported a position in UWM in Q4 2014 and has held it in 29 quarters since. The position peaked at $659K in Q2 2024. 44 funds tracked by Wall St. Rank hold UWM as of Q2 2026.

  • UBS Group held 5,132 shares of ProShares Ultra Russell2000 worth $345K as of Q2 2026.
  • UBS Group sold 8,281 ProShares Ultra Russell2000 shares in Q2 2026, an estimated $492K.
  • ProShares Ultra Russell2000 made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6461 holding.
  • UBS Group first reported a position in ProShares Ultra Russell2000 in Q4 2014 and has held it in 29 quarters since.
  • UBS Group's ProShares Ultra Russell2000 position peaked at $659K in Q2 2024.
  • 44 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2026.

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