UBS AM
DIA icon

UBS AM’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

UBS AM’s Portfolio DIA Stock Details DIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$689K Sell
1,319
-205
-13% -$102K ﹤0.01% 2456
2026
Q1 		$706K Buy
1,524
+690
+83% +$334K ﹤0.01% 2457
2025
Q4 		$401K Buy
+834
New +$395K ﹤0.01% 2366
2019
Q4 		– Sell
-67
Closed -$18K – 2602
2019
Q3 		$18K Buy
+67
New +$17.9K ﹤0.01% 2784

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS AM's DIA Position: Q2 2026 in Review

UBS AM reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 13% in Q2 2026, selling an estimated $102K and leaving 1,319 shares worth $689K. The position accounts for ﹤0.01% of the portfolio, ranked #2456.

UBS AM first reported a position in DIA in Q3 2019 and has held it in 4 quarters since. The position peaked at $706K in Q1 2026. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • UBS AM held 1,319 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $689K as of Q2 2026.
  • UBS AM sold 205 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $102K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2456 holding.
  • UBS AM first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2019 and has held it in 4 quarters since.
  • UBS AM's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $706K in Q1 2026.
  • 1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

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