UBS Group
VFH icon

UBS Group’s Vanguard Financials ETF VFH Stock Holding History

UBS Group’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-100
Closed -$9K – 10741
2021
Q3 		$9K Hold
100
– – ﹤0.01% 8121
2021
Q2 		$9K Hold
100
– – ﹤0.01% 8166
2021
Q1 		$8K Hold
100
– – ﹤0.01% 8098
2020
Q4 		$7K Buy
+100
New +$6.6K ﹤0.01% 7709

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS Group's VFH Position: Q1 2026 in Review

UBS Group increased its Vanguard Financials ETF (VFH) stake by 10% in Q1 2026, buying an estimated $22.5M and bringing the position to 1,906,091 shares worth $230M. The position accounts for 0.03% of the portfolio, ranked #554.

UBS Group first reported a position in VFH in Q4 2014 and has held it in 45 quarters since. The position peaked at $231M in Q4 2025. 740 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • UBS Group held 1,906,091 shares of Vanguard Financials ETF worth $230M as of Q1 2026.
  • UBS Group bought 176,235 Vanguard Financials ETF shares in Q1 2026, an estimated $22.5M.
  • Vanguard Financials ETF made up 0.03% of UBS Group's portfolio in Q1 2026, its #554 holding.
  • UBS Group first reported a position in Vanguard Financials ETF in Q4 2014 and has held it in 45 quarters since.
  • UBS Group's Vanguard Financials ETF position peaked at $231M in Q4 2025.
  • 740 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

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