UBS Group
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UBS Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

UBS Group’s Portfolio ACWI Stock Details ACWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-112,100
Closed -$14.4M – 10285
2025
Q2 		$14.4M Sell
112,100
-10,300
-8% -$1.23M ﹤0.01% 2716
2025
Q1 		$14.2M Sell
122,400
-5,900
-5% -$707K ﹤0.01% 2682
2024
Q4 		$15.1M Hold
128,300
– – ﹤0.01% 2642
2024
Q3 		$15.3M Sell
128,300
-106,400
-45% -$12.2M ﹤0.01% 2038
2024
Q2 		$26.4M Buy
+234,700
New +$25.8M 0.01% 1466
2018
Q4 		– Sell
-225,000
Closed -$16.7M – 7987
2018
Q3 		$16.7M Buy
225,000
+220,000
+4,400% +$16.1M 0.01% 1339
2018
Q2 		$356K Buy
+5,000
New +$363K ﹤0.01% 4567
2017
Q3 		– Sell
-100,000
Closed -$6.55M – 7681
2017
Q2 		$6.55M Sell
100,000
-1,000,000
-91% -$64.9M ﹤0.01% 1887
2017
Q1 		$69.6M Buy
1,100,000
+910,000
+479% +$56.3M 0.04% 436
2016
Q4 		$11.2M Buy
190,000
+100,000
+111% +$5.87M 0.01% 1402
2016
Q3 		$5.32M Buy
+90,000
New +$5.25M ﹤0.01% 1966

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

UBS Group's ACWI Position: Q1 2026 in Review

UBS Group reduced its iShares MSCI ACWI ETF (ACWI) stake by 5.5% in Q1 2026, selling an estimated $9.57M and leaving 1,149,459 shares worth $159M. The position accounts for 0.02% of the portfolio, ranked #735.

UBS Group first reported a position in ACWI in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.12B in Q2 2021. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • UBS Group held 1,149,459 shares of iShares MSCI ACWI ETF worth $159M as of Q1 2026.
  • UBS Group sold 66,587 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $9.57M.
  • iShares MSCI ACWI ETF made up 0.02% of UBS Group's portfolio in Q1 2026, its #735 holding.
  • UBS Group first reported a position in iShares MSCI ACWI ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's iShares MSCI ACWI ETF position peaked at $1.12B in Q2 2021.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.