UBS Group
UYG icon

UBS Group’s ProShares Ultra Financials UYG Stock Holding History

UBS Group’s Portfolio UYG Stock Details UYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.84K Sell
66
-219
-77% -$18K ﹤0.01% 8878
2025
Q4 		$26.2K Buy
+285
New +$27.2K ﹤0.01% 7607
2025
Q2 		– Sell
-65
Closed -$5.79K – 10857
2025
Q1 		$5.79K Sell
65
-309
-83% -$28.2K ﹤0.01% 8957
2024
Q4 		$32K Buy
374
+359
+2,393% +$31K ﹤0.01% 7562
2024
Q3 		$1.15K Sell
15
-21
-58% -$1.5K ﹤0.01% 8703
2024
Q2 		$2.3K Sell
36
-7,824
-100% -$505K ﹤0.01% 8384
2024
Q1 		$537K Buy
7,860
+7,569
+2,601% +$455K ﹤0.01% 5146
2023
Q4 		$16.1K Sell
291
-426
-59% -$20K ﹤0.01% 7234
2023
Q3 		$31.3K Sell
717
-517
-42% -$24.4K ﹤0.01% 6574
2023
Q2 		$56.3K Sell
1,234
-1,876
-60% -$80.7K ﹤0.01% 6398
2023
Q1 		$131K Sell
3,110
-732
-19% -$35.2K ﹤0.01% 5703
2022
Q4 		$175K Sell
3,842
-829
-18% -$37.5K ﹤0.01% 5565
2022
Q3 		$177K Buy
4,671
+4,538
+3,412% +$213K ﹤0.01% 5202
2022
Q2 		$6K Sell
133
-4,672
-97% -$243K ﹤0.01% 8728
2022
Q1 		$303K Buy
4,805
+1,605
+50% +$103K ﹤0.01% 5058
2021
Q4 		$217K Buy
3,200
+886
+38% +$61.2K ﹤0.01% 5614
2021
Q3 		$147K Buy
+2,314
New +$149K ﹤0.01% 5552
2021
Q1 		– Sell
-4,120
Closed -$174K – 9499
2020
Q4 		$174K Buy
4,120
+3,983
+2,907% +$145K ﹤0.01% 5320
2020
Q3 		$4K Sell
137
-5,106
-97% -$161K ﹤0.01% 7439
2020
Q2 		$152K Buy
+5,243
New +$146K ﹤0.01% 4999
2020
Q1 		– Sell
-3,956
Closed -$212K – 8445
2019
Q4 		$212K Buy
3,956
+879
+29% +$43.7K ﹤0.01% 5565
2019
Q3 		$145K Sell
3,077
-1,097
-26% -$50.2K ﹤0.01% 5511
2019
Q2 		$188K Buy
4,174
+726
+21% +$31.4K ﹤0.01% 4954
2019
Q1 		$138K Sell
3,448
-2,809
-45% -$109K ﹤0.01% 4844
2018
Q4 		$204K Buy
6,257
+5,192
+488% +$199K ﹤0.01% 4945
2018
Q3 		$46K Buy
1,065
+427
+67% +$18.8K ﹤0.01% 6225
2018
Q2 		$25K Buy
638
+578
+963% +$24K ﹤0.01% 6541
2018
Q1 		$2K Sell
60
-1,047
-95% -$45.8K ﹤0.01% 7559
2017
Q4 		$48K Buy
1,107
+1,047
+1,745% +$42.2K ﹤0.01% 5874
2017
Q3 		$2K Sell
60
-5,466
-99% -$194K ﹤0.01% 7489
2017
Q2 		$191K Sell
5,526
-5,442
-50% -$178K ﹤0.01% 4779
2017
Q1 		$355K Buy
10,968
+3,306
+43% +$108K ﹤0.01% 4273
2016
Q4 		$236K Sell
7,662
-8,304
-52% -$226K ﹤0.01% 4681
2016
Q3 		$387K Buy
+15,966
New +$382K ﹤0.01% 4087
2016
Q2 		– Sell
-10,014
Closed -$215K – 7989
2016
Q1 		$215K Buy
10,014
+393
+4% +$7.77K ﹤0.01% 4442
2015
Q4 		$228K Buy
9,621
+1,638
+21% +$39.3K ﹤0.01% 4567
2015
Q3 		$171K Buy
+7,983
New +$193K ﹤0.01% 4768
2015
Q2 		– Sell
-648
Closed -$16K – 8859
2015
Q1 		$16K Sell
648
-13,836
-96% -$333K ﹤0.01% 7224
2014
Q4 		$360K Buy
+14,484
New +$335K ﹤0.01% 4494

Other funds holding UYG

CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

UBS Group's UYG Position: Q1 2026 in Review

UBS Group reduced its ProShares Ultra Financials (UYG) stake by 77% in Q1 2026, selling an estimated $18K and leaving 66 shares worth $4.84K. The position accounts for ﹤0.01% of the portfolio, ranked #8878.

UBS Group first reported a position in UYG in Q4 2014 and has held it in 39 quarters since. The position peaked at $537K in Q1 2024. 62 funds tracked by Wall St. Rank hold UYG as of Q1 2026.

  • UBS Group held 66 shares of ProShares Ultra Financials worth $4.84K as of Q1 2026.
  • UBS Group sold 219 ProShares Ultra Financials shares in Q1 2026, an estimated $18K.
  • ProShares Ultra Financials made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8878 holding.
  • UBS Group first reported a position in ProShares Ultra Financials in Q4 2014 and has held it in 39 quarters since.
  • UBS Group's ProShares Ultra Financials position peaked at $537K in Q1 2024.
  • 62 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2026.

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