UBS AM’s Invesco KBW Bank ETF KBWB Stock Holding History

UBS AM’s Portfolio KBWB Stock Details KBWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$112K	Sell	1,200 -16,390	-93%	-$1.43M	﹤0.01%	2803
2026 Q1	$1.39M	Sell	17,590 -36,297	-67%	-$3.03M	﹤0.01%	2196
2025 Q4	$4.54M	Buy	+53,887	New	+$4.26M	﹤0.01%	1508
2018 Q4	–	Sell	-54	Closed	-$2.92K	–	2799
2018 Q3	$2.92K	Hold	54	–	–	﹤0.01%	2719
2018 Q2	$2.9K	Buy	+54	New	+$3K	﹤0.01%	2736

Other funds holding KBWB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS AM's KBWB Position: Q2 2026 in Review

UBS AM reduced its Invesco KBW Bank ETF (KBWB) stake by 93% in Q2 2026, selling an estimated $1.43M and leaving 1,200 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #2803.

UBS AM first reported a position in KBWB in Q2 2018 and has held it in 5 quarters since. The position peaked at $4.54M in Q4 2025. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

UBS AM held 1,200 shares of Invesco KBW Bank ETF worth $112K as of Q2 2026.
UBS AM sold 16,390 Invesco KBW Bank ETF shares in Q2 2026, an estimated $1.43M.
Invesco KBW Bank ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2803 holding.
UBS AM first reported a position in Invesco KBW Bank ETF in Q2 2018 and has held it in 5 quarters since.
UBS AM's Invesco KBW Bank ETF position peaked at $4.54M in Q4 2025.
338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

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