UBS Group
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UBS Group’s iShares Core Dividend ETF DIVB Stock Holding History

UBS Group’s Portfolio DIVB Stock Details DIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-259
Closed -$13.8K – 10627
2025
Q4 		$13.8K Buy
+259
New +$13.6K ﹤0.01% 8037
2025
Q3 		– Sell
-249
Closed -$12.5K – 10419
2025
Q2 		$12.5K Buy
+249
New +$11.8K ﹤0.01% 8734
2023
Q4 		– Sell
-2,604
Closed -$96.9K – 9406
2023
Q3 		$96.9K Buy
+2,604
New +$101K ﹤0.01% 5852
2023
Q1 		– Sell
-4,353
Closed -$163K – 9729
2022
Q4 		$163K Buy
+4,353
New +$162K ﹤0.01% 5635
2022
Q1 		– Sell
-2
Closed – – 10366
2021
Q4 		$0 Sell
2
-533
-100% -$22.1K ﹤0.01% 10333
2021
Q3 		$21K Buy
+535
New +$21.5K ﹤0.01% 7106
2020
Q4 		– Sell
-2,593
Closed -$74K – 8453
2020
Q3 		$74K Buy
+2,593
New +$74.4K ﹤0.01% 5367
2020
Q1 		– Sell
-439
Closed -$13K – 8028
2019
Q4 		$13K Sell
439
-690
-61% -$20.3K ﹤0.01% 7139
2019
Q3 		$32K Buy
+1,129
New +$31.5K ﹤0.01% 6449
2019
Q2 		– Sell
-1,897
Closed -$51K – 7912
2019
Q1 		$51K Buy
1,897
+74
+4% +$1.91K ﹤0.01% 5524
2018
Q4 		$43K Buy
+1,823
New +$47K ﹤0.01% 6225
2018
Q3 		– Sell
-916
Closed -$24K – 8025
2018
Q2 		$24K Sell
916
-1,298
-59% -$33.4K ﹤0.01% 6566
2018
Q1 		$56K Buy
+2,214
New +$58.5K ﹤0.01% 5630

Other funds holding DIVB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

UBS Group's DIVB Position: Q1 2026 in Review

UBS Group sold out of iShares Core Dividend ETF (DIVB) in Q1 2026, closing a stake of 259 shares — an estimated $13.8K sold.

UBS Group first reported a position in DIVB in Q1 2018 and held it in 13 quarters. The position peaked at $163K in Q4 2022. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

  • UBS Group reported no remaining iShares Core Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 259 iShares Core Dividend ETF shares in Q1 2026, an estimated $13.8K.
  • UBS Group first reported a position in iShares Core Dividend ETF in Q1 2018 and held it in 13 quarters.
  • UBS Group's iShares Core Dividend ETF position peaked at $163K in Q4 2022.
  • 155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

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