UBS AM
IXG icon

UBS AM’s iShares Global Financials ETF IXG Stock Holding History

UBS AM’s Portfolio IXG Stock Details IXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.2K Sell
122
-6
-5% -$729 ﹤0.01% 3188
2026
Q1 		$14.6K Buy
+128
New +$15.2K ﹤0.01% 3213
2021
Q3 		– Sell
-61,641
Closed -$4.78M – 2762
2021
Q2 		$4.78M Buy
+61,641
New +$4.81M ﹤0.01% 1392

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

UBS AM's IXG Position: Q2 2026 in Review

UBS AM reduced its iShares Global Financials ETF (IXG) stake by 4.7% in Q2 2026, selling an estimated $729 and leaving 122 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3188.

UBS AM first reported a position in IXG in Q2 2021 and has held it in 3 quarters since. The position peaked at $4.78M in Q2 2021. 127 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

  • UBS AM held 122 shares of iShares Global Financials ETF worth $15.2K as of Q2 2026.
  • UBS AM sold 6 iShares Global Financials ETF shares in Q2 2026, an estimated $729.
  • iShares Global Financials ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3188 holding.
  • UBS AM first reported a position in iShares Global Financials ETF in Q2 2021 and has held it in 3 quarters since.
  • UBS AM's iShares Global Financials ETF position peaked at $4.78M in Q2 2021.
  • 127 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

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