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
2015
Q1 		– Sell
-4,000
Closed -$90K – 9416
2014
Q4 		$90K Buy
+4,000
New +$82.7K ﹤0.01% 5805

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.