Ownership history in UBS Group AG · 5 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in LATTICE STRATEGIES TR (HDUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 13 | -2,259 | -99.4% | 0.00% | $837 | $64.03 |
| 2025 Q2 | ADDED | 2,272 | +1,452 | +177.1% | 0.00% | $135K | $59.02 |
| 2025 Q1 | ADDED | 820 | +754 | +1142.4% | 0.00% | $44K | $53.48 |
| 2024 Q3 | REDUCED | 66 | -58 | -46.8% | 0.00% | $4K | $54.40 |
| 2023 Q3 | INITIATED | 124 | — | — | 0.00% | $5K | — |
As of 2025 Q4 — sorted by position size