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UBS Group AG

Position in DFNL — Davis Select Financial ETF

CIK 1610520 ZURICH, V8

Position in DFNL

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$5,429,755
+$1,038,171 QoQ
Shares Held
109,992
+12.3% QoQ
Ownership
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 30 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in DFNL Over Time

Shares Held

Position Value (USD)

All Filings in DFNL

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,429,755 109,992
2026-03-31 $4,391,584 97,939
2025-12-31 $4,396,676 90,972
2025-09-30 $4,372,186 96,687
2025-06-30 $4,122,712 96,011
2025-03-31 $6,492,787 165,295
2024-12-31 $3,227,327 84,729
2024-09-30 $3,117,015 84,271
2024-06-30 $2,388,496 71,921
2024-03-31 $2,450,812 73,556
2023-12-31 $2,958,182 97,733
2023-09-30 $2,780,622 103,898
2023-06-30 $3,017,712 111,289
2023-03-31 $2,933,941 112,996
2022-12-31 $3,234,235 119,490
2022-09-30 $3,237,395 132,306
2022-06-30 $2,625,750 101,224
2022-03-31 $3,435,122 111,205
2021-12-31 $3,278,217 107,268
2021-09-30 $7,538,061 247,881
2021-06-30 $8,424,799 280,836
2021-03-31 $11,496,967 409,728
2020-12-31 $9,745,459 408,529
2020-09-30 $8,223,637 431,687
2020-06-30 $8,128,002 438,877
2020-03-31 $7,737,806 463,203