UBS AM
CMBS icon

UBS AM’s iShares CMBS ETF CMBS Stock Holding History

UBS AM’s Portfolio CMBS Stock Details CMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11M Sell
226,208
-81,305
-26% -$3.96M ﹤0.01% 1198
2026
Q1 		$15M Buy
307,513
+240,568
+359% +$11.8M ﹤0.01% 1009
2025
Q4 		$3.29M Buy
+66,945
New +$3.29M ﹤0.01% 1668

Other funds holding CMBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return

UBS AM's CMBS Position: Q2 2026 in Review

UBS AM reduced its iShares CMBS ETF (CMBS) stake by 26% in Q2 2026, selling an estimated $3.96M and leaving 226,208 shares worth $11M. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

UBS AM first reported a position in CMBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $15M in Q1 2026. 92 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

  • UBS AM held 226,208 shares of iShares CMBS ETF worth $11M as of Q2 2026.
  • UBS AM sold 81,305 iShares CMBS ETF shares in Q2 2026, an estimated $3.96M.
  • iShares CMBS ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1198 holding.
  • UBS AM first reported a position in iShares CMBS ETF in Q4 2025 and has held it in 3 quarters since.
  • UBS AM's iShares CMBS ETF position peaked at $15M in Q1 2026.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.