UBS Group
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UBS Group’s Invesco DB Energy Fund DBE Stock Holding History

UBS Group’s Portfolio DBE Stock Details DBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$196K Sell
6,653
-5
-0.1% -$110 ﹤0.01% 6651
2025
Q4 		$116K Sell
6,658
-1,452
-18% -$27.1K ﹤0.01% 6835
2025
Q3 		$154K Sell
8,110
-11
-0.1% -$210 ﹤0.01% 6820
2025
Q2 		$151K Sell
8,121
-1,883
-19% -$34.1K ﹤0.01% 6915
2025
Q1 		$196K Buy
10,004
+3,545
+55% +$68K ﹤0.01% 6577
2024
Q4 		$120K Sell
6,459
-29,209
-82% -$559K ﹤0.01% 6762
2024
Q3 		$663K Buy
35,668
+2,340
+7% +$46K ﹤0.01% 5003
2024
Q2 		$696K Buy
33,328
+9,942
+43% +$205K ﹤0.01% 4740
2024
Q1 		$485K Buy
23,386
+13,146
+128% +$263K ﹤0.01% 5232
2023
Q4 		$197K Buy
10,240
+1,969
+24% +$42.3K ﹤0.01% 5790
2023
Q3 		$194K Buy
8,271
+290
+4% +$6.48K ﹤0.01% 5396
2023
Q2 		$158K Buy
7,981
+1,853
+30% +$36.9K ﹤0.01% 5638
2023
Q1 		$126K Buy
6,128
+318
+5% +$6.74K ﹤0.01% 5744
2022
Q4 		$132K Sell
5,810
-4,986
-46% -$119K ﹤0.01% 5838
2022
Q3 		$245K Sell
10,796
-36,884
-77% -$911K ﹤0.01% 4911
2022
Q2 		$1.25M Buy
47,680
+38,921
+444% +$1.03M ﹤0.01% 3544
2022
Q1 		$202K Buy
8,759
+3,468
+66% +$71.6K ﹤0.01% 5346
2021
Q4 		$90K Sell
5,291
-4,162
-44% -$72.6K ﹤0.01% 6402
2021
Q3 		$160K Hold
9,453
– – ﹤0.01% 5491
2021
Q2 		$147K Buy
9,453
+4,162
+79% +$60.1K ﹤0.01% 5586
2021
Q1 		$69K Sell
5,291
-71
-1% -$895 ﹤0.01% 6243
2020
Q4 		$58K Sell
5,362
-169
-3% -$1.68K ﹤0.01% 6058
2020
Q3 		$53K Sell
5,531
-359
-6% -$3.5K ﹤0.01% 5600
2020
Q2 		$55K Sell
5,890
-850
-13% -$7.19K ﹤0.01% 5774
2020
Q1 		$55K Sell
6,740
-500
-7% -$5.89K ﹤0.01% 5759
2019
Q4 		$106K Buy
7,240
+947
+15% +$13.3K ﹤0.01% 5968
2019
Q3 		$84K Sell
6,293
-1,747
-22% -$24K ﹤0.01% 5862
2019
Q2 		$114K Sell
8,040
-7,336
-48% -$107K ﹤0.01% 5296
2019
Q1 		$226K Sell
15,376
-4,267
-22% -$60.3K ﹤0.01% 4531
2018
Q4 		$244K Sell
19,643
-99,752
-84% -$1.54M ﹤0.01% 4811
2018
Q3 		$2.17M Sell
119,395
-364
-0.3% -$6.11K ﹤0.01% 3154
2018
Q2 		$2.04M Sell
119,759
-512
-0.4% -$8.33K ﹤0.01% 3148
2018
Q1 		$1.84M Buy
120,271
+106,447
+770% +$1.57M ﹤0.01% 3211
2017
Q4 		$201K Buy
13,824
+5,622
+69% +$77.2K ﹤0.01% 4895
2017
Q3 		$105K Buy
8,202
+21
+0.3% +$254 ﹤0.01% 5283
2017
Q2 		$95K Sell
8,181
-5,307
-39% -$63.8K ﹤0.01% 5201
2017
Q1 		$170K Sell
13,488
-320,776
-96% -$4.14M ﹤0.01% 4741
2016
Q4 		$4.62M Buy
334,264
+325,203
+3,589% +$4.15M ﹤0.01% 2167
2016
Q3 		$112K Sell
9,061
-248,003
-96% -$2.94M ﹤0.01% 4926
2016
Q2 		$3.23M Buy
257,064
+251,199
+4,283% +$2.96M ﹤0.01% 2372
2016
Q1 		$61K Sell
5,865
-220,969
-97% -$2.21M ﹤0.01% 5338
2015
Q4 		$2.54M Buy
226,834
+18,560
+9% +$236K ﹤0.01% 2580
2015
Q3 		$2.84M Buy
208,274
+201,537
+2,991% +$2.9M ﹤0.01% 2431
2015
Q2 		$116K Buy
6,737
+599
+10% +$10.4K ﹤0.01% 5279
2015
Q1 		$97K Buy
6,138
+3,407
+125% +$55.4K ﹤0.01% 5439
2014
Q4 		$48K Buy
+2,731
New +$60.8K ﹤0.01% 6524

Other funds holding DBE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

UBS Group's DBE Position: Q1 2026 in Review

UBS Group reduced its Invesco DB Energy Fund (DBE) stake by 0.08% in Q1 2026, selling an estimated $110 and leaving 6,653 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #6651.

UBS Group first reported a position in DBE in Q4 2014 and has held it in 46 quarters since. The position peaked at $4.62M in Q4 2016. 33 funds tracked by Wall St. Rank hold DBE as of Q1 2026.

  • UBS Group held 6,653 shares of Invesco DB Energy Fund worth $196K as of Q1 2026.
  • UBS Group sold 5 Invesco DB Energy Fund shares in Q1 2026, an estimated $110.
  • Invesco DB Energy Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6651 holding.
  • UBS Group first reported a position in Invesco DB Energy Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Invesco DB Energy Fund position peaked at $4.62M in Q4 2016.
  • 33 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q1 2026.

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