UBS Group
XMAG

UBS Group’s Defiance Large Cap ex-Mag 7 ETF XMAG Stock Holding History

UBS Group’s Portfolio XMAG Stock Details XMAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-479
Closed -$10.2K – 11202
2025
Q2 		$10.2K Buy
+479
New +$9.5K ﹤0.01% 8854
2025
Q1 		– Sell
-2,161
Closed -$42.4K – 10899
2024
Q4 		$42.4K Buy
+2,161
New +$43.5K ﹤0.01% 7397

Other funds holding XMAG

CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MG
McHugh Group Bratenahl, Ohio $196M AUM 31.68% 1-Year Est. Return
MWP
Madison Wealth Partners Madison, Wisconsin $627M AUM 17.95% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

UBS Group's XMAG Position: Q3 2025 in Review

UBS Group sold out of Defiance Large Cap ex-Mag 7 ETF (XMAG) in Q3 2025, closing a stake of 479 shares — an estimated $10.2K sold.

UBS Group first reported a position in XMAG in Q4 2024 and held it in 2 quarters. The position peaked at $42.4K in Q4 2024. 18 funds tracked by Wall St. Rank hold XMAG as of Q3 2025.

  • UBS Group reported no remaining Defiance Large Cap ex-Mag 7 ETF position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 479 Defiance Large Cap ex-Mag 7 ETF shares in Q3 2025, an estimated $10.2K.
  • UBS Group first reported a position in Defiance Large Cap ex-Mag 7 ETF in Q4 2024 and held it in 2 quarters.
  • UBS Group's Defiance Large Cap ex-Mag 7 ETF position peaked at $42.4K in Q4 2024.
  • 18 funds tracked by Wall St. Rank held Defiance Large Cap ex-Mag 7 ETF as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.