UBS Group
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UBS Group’s US Vegan Climate ETF VEGN Stock Holding History

UBS Group’s Portfolio VEGN Stock Details VEGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10K Hold
177
– – ﹤0.01% 8398
2025
Q4 		$10.8K Sell
177
-804
-82% -$48.5K ﹤0.01% 8192
2025
Q3 		$58.3K Buy
981
+558
+132% +$31.9K ﹤0.01% 7459
2025
Q2 		$23.7K Buy
+423
New +$21.7K ﹤0.01% 8325
2025
Q1 		– Sell
-2,292
Closed -$123K – 10755
2024
Q4 		$123K Buy
2,292
+2,291
+229,100% +$123K ﹤0.01% 6744
2024
Q3 		$52 Sell
1
-56
-98% -$2.76K ﹤0.01% 9235
2024
Q2 		$2.76K Buy
57
+56
+5,600% +$2.58K ﹤0.01% 8306
2024
Q1 		$47 Buy
+1
New +$45 ﹤0.01% 8935
2023
Q4 		– Sell
-1,602
Closed -$61K – 9918
2023
Q3 		$61K Buy
1,602
+1,135
+243% +$44.5K ﹤0.01% 6171
2023
Q2 		$18.1K Buy
467
+172
+58% +$6.14K ﹤0.01% 6917
2023
Q1 		$10.3K Sell
295
-2,002
-87% -$67.8K ﹤0.01% 7593
2022
Q4 		$72.2K Buy
2,297
+1,752
+321% +$55.9K ﹤0.01% 6414
2022
Q3 		$16K Buy
545
+268
+97% +$9.07K ﹤0.01% 7710
2022
Q2 		$9K Sell
277
-235
-46% -$8.25K ﹤0.01% 8174
2022
Q1 		$20K Sell
512
-74
-13% -$2.92K ﹤0.01% 7459
2021
Q4 		$25K Buy
+586
New +$24.8K ﹤0.01% 7593
2021
Q2 		– Sell
-1,112
Closed -$40K – 9850
2021
Q1 		$40K Buy
+1,112
New +$39.5K ﹤0.01% 6771
2020
Q1 		– Sell
-85
Closed -$2K – 8450
2019
Q4 		$2K Buy
+85
New +$2.21K ﹤0.01% 7852

Other funds holding VEGN

NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
CCT
Capital City Trust Tallahassee, Florida $437M AUM 23.86% 1-Year Est. Return
JAA
Joel Adams & Associates Asheville, North Carolina $135M AUM 10.83% 1-Year Est. Return
SFS
Sunrise Financial Services Burien, Washington $141M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $742M AUM 14.57% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

UBS Group's VEGN Position: Q1 2026 in Review

UBS Group held its US Vegan Climate ETF (VEGN) position steady in Q1 2026 at 177 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #8398.

UBS Group first reported a position in VEGN in Q4 2019 and has held it in 18 quarters since. The position peaked at $123K in Q4 2024. 34 funds tracked by Wall St. Rank hold VEGN as of Q1 2026.

  • UBS Group held 177 shares of US Vegan Climate ETF worth $10K as of Q1 2026.
  • UBS Group left its US Vegan Climate ETF share count unchanged in Q1 2026.
  • US Vegan Climate ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8398 holding.
  • UBS Group first reported a position in US Vegan Climate ETF in Q4 2019 and has held it in 18 quarters since.
  • UBS Group's US Vegan Climate ETF position peaked at $123K in Q4 2024.
  • 34 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q1 2026.

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