UBS AM
IYF icon

UBS AM’s iShares US Financials ETF IYF Stock Holding History

UBS AM’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$243K Hold
1,908
– – ﹤0.01% 2686
2026
Q1 		$224K Buy
+1,908
New +$237K ﹤0.01% 2713
2018
Q4 		– Sell
-400
Closed -$24.3K – 2797
2018
Q3 		$24.3K Hold
400
– – ﹤0.01% 2623
2018
Q2 		$23.4K Hold
400
– – ﹤0.01% 2642
2018
Q1 		$23.6K Buy
+400
New +$24.3K ﹤0.01% 2536

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS AM's IYF Position: Q2 2026 in Review

UBS AM held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 1,908 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #2686.

UBS AM first reported a position in IYF in Q1 2018 and has held it in 5 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • UBS AM held 1,908 shares of iShares US Financials ETF worth $243K as of Q2 2026.
  • UBS AM left its iShares US Financials ETF share count unchanged in Q2 2026.
  • iShares US Financials ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2686 holding.
  • UBS AM first reported a position in iShares US Financials ETF in Q1 2018 and has held it in 5 quarters since.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

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