UBS Group
EPU icon

UBS Group’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

UBS Group’s Portfolio EPU Stock Details EPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.9M Sell
135,032
-12,546
-9% -$1.06M ﹤0.01% 3231
2025
Q4 		$10.7M Buy
147,578
+15,761
+12% +$1.02M ﹤0.01% 3221
2025
Q3 		$8.11M Sell
131,817
-2,492
-2% -$132K ﹤0.01% 3529
2025
Q2 		$6.53M Sell
134,309
-35,627
-21% -$1.62M ﹤0.01% 3597
2025
Q1 		$7.46M Buy
169,936
+30,585
+22% +$1.27M ﹤0.01% 3365
2024
Q4 		$5.52M Buy
139,351
+555
+0.4% +$23.8K ﹤0.01% 3730
2024
Q3 		$5.99M Sell
138,796
-8,165
-6% -$332K ﹤0.01% 2883
2024
Q2 		$5.91M Buy
146,961
+45,286
+45% +$1.87M ﹤0.01% 2690
2024
Q1 		$3.98M Buy
101,675
+101,028
+15,615% +$3.56M ﹤0.01% 3209
2023
Q4 		$22.2K Buy
+647
New +$19.8K ﹤0.01% 7044
2023
Q2 		– Sell
-1,646
Closed -$50.2K – 9094
2023
Q1 		$50.2K Sell
1,646
-2,325
-59% -$70K ﹤0.01% 6452
2022
Q4 		$114K Buy
3,971
+2,121
+115% +$58.8K ﹤0.01% 5981
2022
Q3 		$46K Buy
1,850
+189
+11% +$4.81K ﹤0.01% 6424
2022
Q2 		$43K Sell
1,661
-1,639
-50% -$50.8K ﹤0.01% 6032
2022
Q1 		$123K Buy
3,300
+2,300
+230% +$79K ﹤0.01% 5745
2021
Q4 		$30K Sell
1,000
-1,978
-66% -$57.3K ﹤0.01% 7394
2021
Q3 		$78K Hold
2,978
– – ﹤0.01% 6005
2021
Q2 		$86K Buy
2,978
+1,389
+87% +$45.1K ﹤0.01% 5989
2021
Q1 		$54K Buy
1,589
+1,410
+788% +$50.9K ﹤0.01% 6464
2020
Q4 		$6K Sell
179
-146
-45% -$4.65K ﹤0.01% 7756
2020
Q3 		$10K Sell
325
-5,951
-95% -$179K ﹤0.01% 6841
2020
Q2 		$178K Sell
6,276
-3,383
-35% -$89.6K ﹤0.01% 4884
2020
Q1 		$223K Sell
9,659
-4,915
-34% -$157K ﹤0.01% 4634
2019
Q4 		$540K Sell
14,574
-611
-4% -$21.3K ﹤0.01% 4777
2019
Q3 		$532K Sell
15,185
-2,249
-13% -$79.3K ﹤0.01% 4510
2019
Q2 		$645K Sell
17,434
-6,317
-27% -$234K ﹤0.01% 4104
2019
Q1 		$934K Sell
23,751
-9,285
-28% -$352K ﹤0.01% 3635
2018
Q4 		$1.17M Sell
33,036
-20,214
-38% -$719K ﹤0.01% 3521
2018
Q3 		$1.97M Buy
53,250
+14,171
+36% +$538K ﹤0.01% 3234
2018
Q2 		$1.53M Buy
39,079
+1,546
+4% +$65.9K ﹤0.01% 3404
2018
Q1 		$1.6M Buy
37,533
+18,381
+96% +$776K ﹤0.01% 3318
2017
Q4 		$784K Buy
19,152
+13,955
+269% +$569K ﹤0.01% 3969
2017
Q3 		$202K Sell
5,197
-22,220
-81% -$811K ﹤0.01% 4837
2017
Q2 		$929K Sell
27,417
-128,957
-82% -$4.4M ﹤0.01% 3683
2017
Q1 		$5.33M Buy
156,374
+16,144
+12% +$555K ﹤0.01% 2043
2016
Q4 		$4.6M Sell
140,230
-7,036
-5% -$229K ﹤0.01% 2171
2016
Q3 		$4.89M Buy
147,266
+24,626
+20% +$827K ﹤0.01% 2045
2016
Q2 		$3.79M Buy
122,640
+122,610
+408,700% +$3.61M ﹤0.01% 2211
2016
Q1 		$1K Hold
30
– – ﹤0.01% 7424
2015
Q4 		$1K Buy
+30
New +$664 ﹤0.01% 8140
2015
Q3 		– Sell
-430
Closed -$13K – 8464
2015
Q2 		$13K Hold
430
– – ﹤0.01% 7258
2015
Q1 		$12K Sell
430
-9
-2% -$269 ﹤0.01% 7478
2014
Q4 		$14K Buy
+439
New +$14.4K ﹤0.01% 8079

Other funds holding EPU

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

UBS Group's EPU Position: Q1 2026 in Review

UBS Group reduced its iShares MSCI Peru and Global Exposure ETF (EPU) stake by 8.5% in Q1 2026, selling an estimated $1.06M and leaving 135,032 shares worth $10.9M. The position accounts for ﹤0.01% of the portfolio, ranked #3231.

UBS Group first reported a position in EPU in Q4 2014 and has held it in 43 quarters since. 64 funds tracked by Wall St. Rank hold EPU as of Q1 2026.

  • UBS Group held 135,032 shares of iShares MSCI Peru and Global Exposure ETF worth $10.9M as of Q1 2026.
  • UBS Group sold 12,546 iShares MSCI Peru and Global Exposure ETF shares in Q1 2026, an estimated $1.06M.
  • iShares MSCI Peru and Global Exposure ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3231 holding.
  • UBS Group first reported a position in iShares MSCI Peru and Global Exposure ETF in Q4 2014 and has held it in 43 quarters since.
  • 64 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q1 2026.

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