UBS Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

UBS Group’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.1M	Sell	37,002 -79,998	-68%	-$38.8M	﹤0.01%	2764
2025 Q4	$56.2M	Sell	117,000 -38,000	-25%	-$18M	0.01%	1495
2025 Q3	$71.9M	Buy	155,000 +154,500	+30,900%	+$69.6M	0.01%	1293
2025 Q2	$220K	Sell	500 -121,300	-100%	-$50.3M	﹤0.01%	6655
2025 Q1	$51.1M	Sell	121,800 -229,706	-65%	-$99.3M	0.01%	1465
2024 Q4	$150M	Buy	351,506 +281,900	+405%	+$122M	0.03%	666
2024 Q3	$29.5M	Buy	69,606 +52,800	+314%	+$21.5M	0.01%	1535
2024 Q2	$6.57M	Hold	16,806	–	–	﹤0.01%	2597
2024 Q1	$6.68M	Sell	16,806 -123,494	-88%	-$47.6M	﹤0.01%	2651
2023 Q4	$52.9M	Sell	140,300 -19,700	-12%	-$6.88M	0.02%	943
2023 Q3	$53.6M	Buy	160,000 +150,000	+1,500%	+$52M	0.02%	803
2023 Q2	$3.44M	Hold	10,000	–	–	﹤0.01%	2973
2023 Q1	$3.33M	Sell	10,000 -90,000	-90%	-$29.9M	﹤0.01%	2907
2022 Q4	$33.1M	Sell	100,000 -50,000	-33%	-$16.3M	0.01%	1066
2022 Q3	$43.1M	Buy	+150,000	New	+$47.7M	0.02%	769
2020 Q1	–	Sell	-400,000	Closed	-$114M	–	8026
2019 Q4	$114M	Buy	+400,000	New	+$110M	0.04%	413
2019 Q2	–	Sell	-46,000	Closed	-$11.9M	–	7910
2019 Q1	$11.9M	Sell	46,000 -26,000	-36%	-$6.54M	﹤0.01%	1532
2018 Q4	$16.8M	Buy	72,000 +71,400	+11,900%	+$17.8M	0.01%	1207
2018 Q3	$159K	Sell	600 -14,400	-96%	-$3.69M	﹤0.01%	5226
2018 Q2	$3.64M	Sell	15,000 -282,600	-95%	-$69.4M	﹤0.01%	2619
2018 Q1	$71.8M	Buy	297,600 +204,700	+220%	+$51.4M	0.03%	490
2017 Q4	$23M	Buy	+92,900	New	+$22M	0.01%	1100
2016 Q2	–	Sell	-13,000	Closed	-$2.3M	–	7770
2016 Q1	$2.3M	Buy	13,000 +3,400	+35%	+$566K	﹤0.01%	2560
2015 Q4	$1.67M	Hold	9,600	–	–	﹤0.01%	2967
2015 Q3	$1.56M	Sell	9,600 -1,000	-9%	-$171K	﹤0.01%	2968
2015 Q2	$1.86M	Sell	10,600 -6,900	-39%	-$1.24M	﹤0.01%	3044
2015 Q1	$3.11M	Sell	17,500 -25,800	-60%	-$4.59M	﹤0.01%	2516
2014 Q4	$7.7M	Buy	+43,300	New	+$7.5M	0.01%	1714

Other funds holding DIA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group's DIA Position: Q1 2026 in Review

UBS Group increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.13% in Q1 2026, buying an estimated $590K and bringing the position to 916,275 shares worth $424M. The position accounts for 0.06% of the portfolio, ranked #309.

UBS Group first reported a position in DIA in Q4 2014 and has held it in 46 quarters since. The position peaked at $449M in Q4 2024. 1,359 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

UBS Group held 916,275 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $424M as of Q1 2026.
UBS Group bought 1,217 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $590K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of UBS Group's portfolio in Q1 2026, its #309 holding.
UBS Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2014 and has held it in 46 quarters since.
UBS Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $449M in Q4 2024.
1,359 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

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