UBS Group
YLDE icon

UBS Group’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

UBS Group’s Portfolio YLDE Stock Details YLDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-872
Closed -$45.1K – 10913
2025
Q1 		$45.1K Buy
872
+259
+42% +$13.4K ﹤0.01% 7667
2024
Q4 		$31.1K Sell
613
-705
-53% -$36.4K ﹤0.01% 7577
2024
Q3 		$66.4K Sell
1,318
-1,492
-53% -$72.2K ﹤0.01% 6637
2024
Q2 		$132K Buy
2,810
+1,914
+214% +$88.7K ﹤0.01% 5968
2024
Q1 		$42.3K Buy
896
+693
+341% +$31.5K ﹤0.01% 6586
2023
Q4 		$9.01K Sell
203
-187
-48% -$7.83K ﹤0.01% 7514
2023
Q3 		$15.7K Buy
390
+170
+77% +$7.17K ﹤0.01% 6925
2023
Q2 		$9.31K Buy
220
+144
+189% +$5.86K ﹤0.01% 7182
2023
Q1 		$3.02K Sell
76
-24
-24% -$948 ﹤0.01% 8401
2022
Q4 		$3.9K Sell
100
-120
-55% -$4.59K ﹤0.01% 9433
2022
Q3 		$8K Sell
220
-555
-72% -$21.4K ﹤0.01% 8758
2022
Q2 		$29K Sell
775
-416
-35% -$16.5K ﹤0.01% 6439
2022
Q1 		$50K Buy
1,191
+1,127
+1,761% +$47.1K ﹤0.01% 6507
2021
Q4 		$3K Buy
64
+59
+1,180% +$2.48K ﹤0.01% 9702
2021
Q3 		$0 Sell
5
-103
-95% -$4.19K ﹤0.01% 10157
2021
Q2 		$4K Buy
108
+71
+192% +$2.81K ﹤0.01% 8701
2021
Q1 		$1K Buy
+37
New +$1.34K ﹤0.01% 8805
2020
Q4 		– Sell
-1,409
Closed -$46K – 8826
2020
Q3 		$46K Sell
1,409
-79
-5% -$2.55K ﹤0.01% 5718
2020
Q2 		$45K Buy
+1,488
New +$43.2K ﹤0.01% 5940
2019
Q2 		– Sell
-45
Closed -$1K – 8207
2019
Q1 		$1K Buy
+45
New +$1.24K ﹤0.01% 7569
2018
Q3 		– Sell
-20
Closed -$1K – 8316
2018
Q2 		$1K Hold
20
– – ﹤0.01% 7851
2018
Q1 		$1K Hold
20
– – ﹤0.01% 7675
2017
Q4 		$1K Hold
20
– – ﹤0.01% 7732
2017
Q3 		$1K Buy
+20
New +$513 ﹤0.01% 7600

Other funds holding YLDE

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

UBS Group's YLDE Position: Q2 2025 in Review

UBS Group sold out of ClearBridge Dividend Strategy ESG ETF (YLDE) in Q2 2025, closing a stake of 872 shares — an estimated $45.1K sold.

UBS Group first reported a position in YLDE in Q3 2017 and held it in 24 quarters. The position peaked at $132K in Q2 2024. 27 funds tracked by Wall St. Rank hold YLDE as of Q2 2025.

  • UBS Group reported no remaining ClearBridge Dividend Strategy ESG ETF position as of Q2 2025 after selling out during the quarter.
  • UBS Group sold 872 ClearBridge Dividend Strategy ESG ETF shares in Q2 2025, an estimated $45.1K.
  • UBS Group first reported a position in ClearBridge Dividend Strategy ESG ETF in Q3 2017 and held it in 24 quarters.
  • UBS Group's ClearBridge Dividend Strategy ESG ETF position peaked at $132K in Q2 2024.
  • 27 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.