UDIV FRANKLIN TEMPLETON ETF TR

Ownership history in UBS Group AG  ·  34 quarters on record

AI Ownership Summary

UBS Group AG reported FRANKLIN TEMPLETON ETF TR (UDIV) in 34 quarterly 13F filings from 2023 Q3 through 2025 Q3. The latest visible filing shows UDIV at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UDIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UBS Group AG's position in FRANKLIN TEMPLETON ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

UDIV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How UBS Group AG held UDIV — position size vs. price
% of Fund (quarterly)    UDIV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 293 -791 -73.0% 0.00% $15K 2025-11-13 $51.94
2025 Q2 REDUCED 1,084 -121 -10.0% 0.00% $52K 2025-08-14 $49.90
2024 Q4 REDUCED 1,205 -604 -33.4% 0.00% $55K 2025-02-14 $46.48
2024 Q3 ADDED 1,809 +615 +51.5% 0.00% $81K 2024-11-14 $44.91
2024 Q2 REDUCED 1,194 -40 -3.2% 0.00% $50K 2024-08-14 $41.06
2024 Q1 ADDED 1,234 +13 +1.1% 0.00% $50K 2024-05-13 $38.79
2023 Q4 ADDED 1,221 +27 +2.3% 0.00% $45K 2024-02-09 $37.03
2023 Q3 REDUCED 1,194 -88 -6.9% 0.00% $39K 2023-11-09 $31.87
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About UBS Group AG and UDIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has UBS Group AG reported owning UDIV?

UBS Group AG reported UDIV across 8 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported UDIV position in UBS Group AG's portfolio?

The largest reported portfolio weight for UDIV was 0.00% in 2024 Q3.

What is the latest reported UDIV position on this page?

The most recent filing on this page is 2025 Q3, when UBS Group AG reported 293 shares, equal to 0.00% of portfolio, with an estimated market value of $15K.

What does the chart on this UDIV ownership page compare?

The chart compares UBS Group AG's quarterly UDIV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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