UBS Group
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UBS Group’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

UBS Group’s Portfolio EUFN Stock Details EUFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.2M Sell
287,782
-29,994
-9% -$1.14M ﹤0.01% 3318
2026
Q1 		$11.1M Buy
317,776
+129,291
+69% +$4.73M ﹤0.01% 3217
2025
Q4 		$6.99M Sell
188,485
-8,393
-4% -$292K ﹤0.01% 3681
2025
Q3 		$6.76M Sell
196,878
-16,764
-8% -$556K ﹤0.01% 3719
2025
Q2 		$6.76M Sell
213,642
-48,394
-18% -$1.46M ﹤0.01% 3551
2025
Q1 		$7.47M Buy
262,036
+67,833
+35% +$1.8M ﹤0.01% 3364
2024
Q4 		$4.52M Sell
194,203
-20,138
-9% -$482K ﹤0.01% 3943
2024
Q3 		$5.3M Buy
214,341
+29,387
+16% +$688K ﹤0.01% 3011
2024
Q2 		$4.14M Sell
184,954
-32,921
-15% -$756K ﹤0.01% 3050
2024
Q1 		$4.95M Buy
217,875
+28,561
+15% +$603K ﹤0.01% 2987
2023
Q4 		$3.97M Sell
189,314
-35,734
-16% -$698K ﹤0.01% 3026
2023
Q3 		$4.26M Sell
225,048
-6,795
-3% -$131K ﹤0.01% 2733
2023
Q2 		$4.45M Sell
231,843
-7,674
-3% -$148K ﹤0.01% 2710
2023
Q1 		$4.48M Sell
239,517
-235,001
-50% -$4.51M ﹤0.01% 2622
2022
Q4 		$8.32M Sell
474,518
-60,782
-11% -$985K ﹤0.01% 2064
2022
Q3 		$7.45M Buy
535,300
+7,594
+1% +$117K ﹤0.01% 2028
2022
Q2 		$8.38M Sell
527,706
-18,823
-3% -$328K ﹤0.01% 1947
2022
Q1 		$10.3M Buy
546,529
+88,817
+19% +$1.76M ﹤0.01% 1909
2021
Q4 		$9.18M Buy
457,712
+78,922
+21% +$1.6M ﹤0.01% 2219
2021
Q3 		$7.43M Buy
378,790
+5,513
+1% +$109K ﹤0.01% 2285
2021
Q2 		$7.3M Buy
373,277
+117,004
+46% +$2.37M ﹤0.01% 2310
2021
Q1 		$4.94M Buy
256,273
+52,329
+26% +$970K ﹤0.01% 2604
2020
Q4 		$3.58M Sell
203,944
-170,355
-46% -$2.69M ﹤0.01% 2807
2020
Q3 		$5.14M Sell
374,299
-32,131
-8% -$475K ﹤0.01% 2184
2020
Q2 		$5.78M Sell
406,430
-41,071
-9% -$543K ﹤0.01% 1928
2020
Q1 		$5.61M Sell
447,501
-159,107
-26% -$2.71M ﹤0.01% 1832
2019
Q4 		$11.8M Buy
606,608
+42,487
+8% +$788K ﹤0.01% 1805
2019
Q3 		$9.93M Sell
564,121
-326,468
-37% -$5.68M ﹤0.01% 1771
2019
Q2 		$16.2M Sell
890,589
-498,166
-36% -$9.33M 0.01% 1367
2019
Q1 		$25.2M Buy
1,388,755
+338,764
+32% +$6.15M 0.01% 1001
2018
Q4 		$17.8M Sell
1,049,991
-1,098,537
-51% -$20.2M 0.01% 1158
2018
Q3 		$43.6M Buy
2,148,528
+478,309
+29% +$9.75M 0.02% 749
2018
Q2 		$33.8M Sell
1,670,219
-1,290,944
-44% -$29.1M 0.01% 862
2018
Q1 		$68.4M Buy
2,961,163
+943,425
+47% +$22.8M 0.03% 507
2017
Q4 		$47M Buy
2,017,738
+509,837
+34% +$11.8M 0.02% 703
2017
Q3 		$35.4M Buy
1,507,901
+126,451
+9% +$2.89M 0.02% 788
2017
Q2 		$30.3M Buy
1,381,450
+288,418
+26% +$6.18M 0.02% 814
2017
Q1 		$22.2M Buy
1,093,032
+466,180
+74% +$9.2M 0.01% 969
2016
Q4 		$11.9M Buy
626,852
+99,916
+19% +$1.81M 0.01% 1365
2016
Q3 		$9.04M Buy
526,936
+66,824
+15% +$1.11M 0.01% 1507
2016
Q2 		$7.22M Buy
460,112
+377,331
+456% +$6.77M ﹤0.01% 1634
2016
Q1 		$1.48M Sell
82,781
-55,561
-40% -$990K ﹤0.01% 2932
2015
Q4 		$2.81M Sell
138,342
-130,106
-48% -$2.75M ﹤0.01% 2489
2015
Q3 		$5.51M Sell
268,448
-2,482
-0.9% -$55.6K ﹤0.01% 1836
2015
Q2 		$6.19M Buy
270,930
+39,471
+17% +$942K ﹤0.01% 1866
2015
Q1 		$5.32M Buy
231,459
+90,429
+64% +$2.01M ﹤0.01% 2022
2014
Q4 		$3.1M Buy
+141,030
New +$3.21M ﹤0.01% 2493

Other funds holding EUFN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group's EUFN Position: Q2 2026 in Review

UBS Group reduced its iShares MSCI Europe Financials ETF (EUFN) stake by 9.4% in Q2 2026, selling an estimated $1.14M and leaving 287,782 shares worth $11.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3318.

UBS Group first reported a position in EUFN in Q4 2014 and has held it in 47 quarters since. The position peaked at $68.4M in Q1 2018. 242 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

  • UBS Group held 287,782 shares of iShares MSCI Europe Financials ETF worth $11.2M as of Q2 2026.
  • UBS Group sold 29,994 iShares MSCI Europe Financials ETF shares in Q2 2026, an estimated $1.14M.
  • iShares MSCI Europe Financials ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3318 holding.
  • UBS Group first reported a position in iShares MSCI Europe Financials ETF in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's iShares MSCI Europe Financials ETF position peaked at $68.4M in Q1 2018.
  • 242 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.