UBS Group’s TCW Transform 500 ETF VOTE Stock Holding History

UBS Group’s Portfolio VOTE Stock Details VOTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$263K	Buy	2,986 +64	+2%	+$5.46K	﹤0.01%	6640
2026 Q1	$223K	Sell	2,922 -1,248	-30%	-$99.6K	﹤0.01%	6580
2025 Q4	$335K	Buy	4,170 +145	+4%	+$11.5K	﹤0.01%	6294
2025 Q3	$316K	Buy	+4,025	New	+$304K	﹤0.01%	6408
2025 Q2	–	Sell	-713	Closed	-$46.6K	–	10872
2025 Q1	$46.6K	Buy	+713	New	+$49.2K	﹤0.01%	7646
2024 Q4	–	Sell	-211	Closed	-$14.1K	–	10443
2024 Q3	$14.1K	Buy	+211	New	+$13.6K	﹤0.01%	7553
2024 Q2	–	Sell	-599	Closed	-$36.7K	–	10143
2024 Q1	$36.7K	Buy	+599	New	+$34.9K	﹤0.01%	6656
2023 Q4	–	Sell	-759	Closed	-$37.9K	–	9928
2023 Q3	$37.9K	Sell	759 -1,114	-59%	-$57.7K	﹤0.01%	6468
2023 Q2	$96.6K	Buy	1,873 +1,611	+615%	+$78.6K	﹤0.01%	6037
2023 Q1	$12.5K	Sell	262 -707	-73%	-$32.7K	﹤0.01%	7444
2022 Q4	$42.8K	Buy	969 +251	+35%	+$11.2K	﹤0.01%	6913
2022 Q3	$30K	Buy	718 +425	+145%	+$19.6K	﹤0.01%	6893
2022 Q2	$13K	Sell	293 -736	-72%	-$35.1K	﹤0.01%	7557
2022 Q1	$54K	Buy	1,029 +823	+400%	+$42.9K	﹤0.01%	6424
2021 Q4	$12K	Buy	+206	New	+$11.2K	﹤0.01%	8583

Other funds holding VOTE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

UBS Group's VOTE Position: Q2 2026 in Review

UBS Group increased its TCW Transform 500 ETF (VOTE) stake by 2.2% in Q2 2026, buying an estimated $5.46K and bringing the position to 2,986 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #6640.

UBS Group first reported a position in VOTE in Q4 2021 and has held it in 15 quarters since. The position peaked at $335K in Q4 2025. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

UBS Group held 2,986 shares of TCW Transform 500 ETF worth $263K as of Q2 2026.
UBS Group bought 64 TCW Transform 500 ETF shares in Q2 2026, an estimated $5.46K.
TCW Transform 500 ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6640 holding.
UBS Group first reported a position in TCW Transform 500 ETF in Q4 2021 and has held it in 15 quarters since.
UBS Group's TCW Transform 500 ETF position peaked at $335K in Q4 2025.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

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