Ownership history in UBS Group AG · 10 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in FRANKLIN TEMPLETON ETF TR (DVAL). 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 | 5,915 | -3,779 | -39.0% | 0.00% | $86K | $14.25 |
| 2025 Q2 | ADDED | 9,694 | +7,533 | +348.6% | 0.00% | $137K | $13.88 |
| 2025 Q1 | ADDED | 2,161 | +1,756 | +433.6% | 0.00% | $29K | $13.26 |
| 2024 Q4 | REDUCED | 405 | -804 | -66.5% | 0.00% | $5K | $13.24 |
| 2024 Q3 | REDUCED | 1,209 | -1,362 | -53.0% | 0.00% | $17K | $13.52 |
| 2023 Q4 | ADDED | 2,571 | +2,351 | +1068.6% | 0.00% | $32K | $11.73 |
| 2023 Q3 | REDUCED | 220 | -5,101 | -95.9% | 0.00% | $3K | $10.93 |
| 2023 Q2 | ADDED | 5,321 | +3,175 | +147.9% | 0.00% | $63K | $11.11 |
| 2023 Q1 | REDUCED | 2,146 | -3,287 | -60.5% | 0.00% | $25K | $10.82 |
| 2022 Q4 | INITIATED | 5,433 | — | — | 0.00% | $62K | — |
As of 2025 Q4 — sorted by position size