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
2026
Q3 		$31.2K Buy
+571
New +$32.4K ﹤0.01% 8070
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% -$4.6K ﹤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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Shira Ridge Wealth Management
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.32B AUM 29.07% 1-Year Est. Return
Sonoma Allocations
Sonoma Allocations Santa Rosa, California $325M AUM 18.51% 1-Year Est. Return

UBS Group's YLDE Position: Q3 2026 in Review

UBS Group opened a new position in ClearBridge Dividend Strategy ESG ETF (YLDE) in Q3 2026: 571 shares worth $31.2K. The stake represents ﹤0.01% of the portfolio and ranks #8070 among its holdings. This is a return to the name: UBS Group previously reported a position in YLDE as recently as Q1 2025.

UBS Group first reported a position in YLDE in Q3 2017 and has held it in 25 quarters since. The position peaked at $132K in Q2 2024. 37 funds tracked by Wall St. Rank hold YLDE as of Q3 2026.

  • UBS Group held 571 shares of ClearBridge Dividend Strategy ESG ETF worth $31.2K as of Q3 2026.
  • ClearBridge Dividend Strategy ESG ETF was a new UBS Group position in Q3 2026.
  • ClearBridge Dividend Strategy ESG ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #8070 holding.
  • UBS Group first reported a position in ClearBridge Dividend Strategy ESG ETF in Q3 2017 and has held it in 25 quarters since.
  • UBS Group's ClearBridge Dividend Strategy ESG ETF position peaked at $132K in Q2 2024.
  • 37 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.