UBS Group
BGRN icon

UBS Group’s iShares USD Green Bond ETF BGRN Stock Holding History

UBS Group’s Portfolio BGRN Stock Details BGRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.41M Buy
71,769
+831
+1% +$39.4K ﹤0.01% 4577
2026
Q1 		$3.37M Sell
70,938
-3,271
-4% -$157K ﹤0.01% 4470
2025
Q4 		$3.56M Buy
74,209
+134
+0.2% +$6.45K ﹤0.01% 4374
2025
Q3 		$3.57M Buy
74,075
+2,143
+3% +$102K ﹤0.01% 4388
2025
Q2 		$3.43M Sell
71,932
-2,561
-3% -$120K ﹤0.01% 4264
2025
Q1 		$3.53M Buy
74,493
+1,419
+2% +$66.6K ﹤0.01% 4152
2024
Q4 		$3.41M Buy
73,074
+424
+0.6% +$20.1K ﹤0.01% 4207
2024
Q3 		$3.51M Buy
72,650
+3,311
+5% +$158K ﹤0.01% 3434
2024
Q2 		$3.23M Sell
69,339
-588
-0.8% -$27.3K ﹤0.01% 3274
2024
Q1 		$3.28M Sell
69,927
-11,453
-14% -$536K ﹤0.01% 3419
2023
Q4 		$3.84M Buy
81,380
+29,167
+56% +$1.33M ﹤0.01% 3062
2023
Q3 		$2.36M Sell
52,213
-3,352
-6% -$154K ﹤0.01% 3278
2023
Q2 		$2.59M Sell
55,565
-1,040
-2% -$48.7K ﹤0.01% 3281
2023
Q1 		$2.67M Sell
56,605
-8,357
-13% -$391K ﹤0.01% 3124
2022
Q4 		$2.99M Sell
64,962
-2,465
-4% -$113K ﹤0.01% 2980
2022
Q3 		$3.07M Sell
67,427
-18,039
-21% -$858K ﹤0.01% 2784
2022
Q2 		$4.08M Sell
85,466
-27,819
-25% -$1.35M ﹤0.01% 2544
2022
Q1 		$5.73M Sell
113,285
-86,615
-43% -$4.52M ﹤0.01% 2407
2021
Q4 		$10.8M Buy
199,900
+8,127
+4% +$446K ﹤0.01% 2076
2021
Q3 		$10.5M Buy
191,773
+24,018
+14% +$1.33M ﹤0.01% 1980
2021
Q2 		$9.18M Buy
167,755
+1,798
+1% +$98.1K ﹤0.01% 2121
2021
Q1 		$9.07M Sell
165,957
-14,659
-8% -$811K ﹤0.01% 2036
2020
Q4 		$10.2M Buy
180,616
+20,173
+13% +$1.13M ﹤0.01% 1830
2020
Q3 		$8.92M Buy
160,443
+46,205
+40% +$2.56M ﹤0.01% 1729
2020
Q2 		$6.25M Buy
114,238
+100,050
+705% +$5.39M ﹤0.01% 1873
2020
Q1 		$753K Buy
14,188
+7,206
+103% +$391K ﹤0.01% 3598
2019
Q4 		$374K Buy
6,982
+3,070
+78% +$168K ﹤0.01% 5091
2019
Q3 		$218K Sell
3,912
-56
-1% -$3.09K ﹤0.01% 5176
2019
Q2 		$216K Buy
+3,968
New +$211K ﹤0.01% 4875

Other funds holding BGRN

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SWM
Shepherd Wealth Management Cincinnati, Ohio $181M AUM 21.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
II
Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group's BGRN Position: Q2 2026 in Review

UBS Group increased its iShares USD Green Bond ETF (BGRN) stake by 1.2% in Q2 2026, buying an estimated $39.4K and bringing the position to 71,769 shares worth $3.41M. The position accounts for ﹤0.01% of the portfolio, ranked #4577.

UBS Group first reported a position in BGRN in Q2 2019 and has held it in 29 quarters since. The position peaked at $10.8M in Q4 2021. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • UBS Group held 71,769 shares of iShares USD Green Bond ETF worth $3.41M as of Q2 2026.
  • UBS Group bought 831 iShares USD Green Bond ETF shares in Q2 2026, an estimated $39.4K.
  • iShares USD Green Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4577 holding.
  • UBS Group first reported a position in iShares USD Green Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • UBS Group's iShares USD Green Bond ETF position peaked at $10.8M in Q4 2021.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

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