UBS Group
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UBS Group’s Eaton ETN Stock Holding History

UBS Group’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.07M Buy
5,800
+1,900
+49% +$676K ﹤0.01% 4943
2025
Q4 		$1.24M Sell
3,900
-4,000
-51% -$1.42M ﹤0.01% 5399
2025
Q3 		$2.96M Sell
7,900
-17,000
-68% -$6.18M ﹤0.01% 4577
2025
Q2 		$8.89M Sell
24,900
-25,000
-50% -$7.7M ﹤0.01% 3197
2025
Q1 		$13.6M Buy
49,900
+6,400
+15% +$1.99M ﹤0.01% 2741
2024
Q4 		$14.4M Sell
43,500
-9,400
-18% -$3.3M ﹤0.01% 2678
2024
Q3 		$17.5M Sell
52,900
-58,600
-53% -$17.9M ﹤0.01% 1935
2024
Q2 		$35M Buy
111,500
+1,500
+1% +$484K 0.01% 1274
2024
Q1 		$34.4M Sell
110,000
-8,800
-7% -$2.41M 0.01% 1296
2023
Q4 		$28.6M Buy
118,800
+15,000
+14% +$3.31M 0.01% 1339
2023
Q3 		$22.1M Buy
103,800
+6,700
+7% +$1.44M 0.01% 1410
2023
Q2 		$19.5M Buy
97,100
+49,100
+102% +$8.64M 0.01% 1468
2023
Q1 		$8.22M Buy
+48,000
New +$7.99M ﹤0.01% 2053
2022
Q4 		– Sell
-200
Closed -$27K – 10820
2022
Q3 		$27K Hold
200
– – ﹤0.01% 6991
2022
Q2 		$25K Hold
200
– – ﹤0.01% 6598
2022
Q1 		$30K Hold
200
– – ﹤0.01% 6994
2021
Q4 		$35K Hold
200
– – ﹤0.01% 7224
2021
Q3 		$30K Buy
+200
New +$32K ﹤0.01% 6746
2019
Q1 		– Sell
-200
Closed -$14K – 7823
2018
Q4 		$14K Buy
+200
New +$15K ﹤0.01% 7035
2016
Q1 		– Sell
-3,300
Closed -$172K – 7774
2015
Q4 		$172K Hold
3,300
– – ﹤0.01% 4783
2015
Q3 		$169K Hold
3,300
– – ﹤0.01% 4773
2015
Q2 		$223K Sell
3,300
-800
-20% -$56.5K ﹤0.01% 4775
2015
Q1 		$279K Sell
4,100
-144,500
-97% -$9.83M ﹤0.01% 4618
2014
Q4 		$10.1M Buy
+148,600
New +$9.8M 0.01% 1504

Other funds holding ETN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UBS Group's ETN Position: Q1 2026 in Review

UBS Group increased its Eaton (ETN) stake by 25% in Q1 2026, buying an estimated $342M and bringing the position to 4,855,173 shares worth $1.74B. The position accounts for 0.26% of the portfolio, ranked #59.

UBS Group first reported a position in ETN in Q4 2014 and has held it in 46 quarters since. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • UBS Group held 4,855,173 shares of Eaton worth $1.74B as of Q1 2026.
  • UBS Group bought 962,272 Eaton shares in Q1 2026, an estimated $342M.
  • Eaton made up 0.26% of UBS Group's portfolio in Q1 2026, its #59 holding.
  • UBS Group first reported a position in Eaton in Q4 2014 and has held it in 46 quarters since.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

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