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Showing 8 of 10 quarters

Position history for UBS Group AGUBS Group AG's holdings in LATTICE STRATEGIES TR

Yes. Ubs holds 494 shares of HDUS, worth $35,129, as of its Q2 2026 13F filing. It increased the position by 256 shares (+107.6%) from Q1 2026. Ubs has held HDUS since Q1 2026, across 2 quarterly 13F filings.

Current Value

$35,129

Current Shares

494

Total Value Change

+$31,459

Total Shares Change

+428

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
494
+107.6%
$35,1290.0%$70.83
22
2026-Q1
New
238
-
$15,0200.0%$62.68
28
2025-Q4
Exited
0
-100.0%
$00.0%$64.54
0
2025-Q3
Decreased
13
-99.4%
$8370.0%$63.40
0
2025-Q2
Increased
2,272
+177.1%
$135,2270.0%$58.44
24
2025-Q1
New
820
-
$44,3900.0%$52.96
31
2024-Q4
Exited
0
-100.0%
$00.0%$55.08
0
2024-Q3
New
66
-
$3,6700.0%$53.86
21

Other major holders of HDUS: ENVESTNET ASSET MANAGEMENT INC

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