UBS AM
IYG icon

UBS AM’s iShares US Financial Services ETF IYG Stock Holding History

UBS AM’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.8K Sell
340
-1,674
-83% -$147K ﹤0.01% 3044
2026
Q1 		$167K Buy
2,014
+916
+83% +$80.4K ﹤0.01% 2764
2025
Q4 		$101K Buy
+1,098
New +$98K ﹤0.01% 2530

Other funds holding IYG

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS AM's IYG Position: Q2 2026 in Review

UBS AM reduced its iShares US Financial Services ETF (IYG) stake by 83% in Q2 2026, selling an estimated $147K and leaving 340 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3044.

UBS AM first reported a position in IYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $167K in Q1 2026. 261 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • UBS AM held 340 shares of iShares US Financial Services ETF worth $30.8K as of Q2 2026.
  • UBS AM sold 1,674 iShares US Financial Services ETF shares in Q2 2026, an estimated $147K.
  • iShares US Financial Services ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3044 holding.
  • UBS AM first reported a position in iShares US Financial Services ETF in Q4 2025 and has held it in 3 quarters since.
  • UBS AM's iShares US Financial Services ETF position peaked at $167K in Q1 2026.
  • 261 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

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