UBS Group’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

UBS Group’s Portfolio FXB Stock Details FXB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.16M	Buy	9,074 +5,200	+134%	+$674K	﹤0.01%	5443
2025 Q4	$503K	Sell	3,874 -8,876	-70%	-$1.14M	﹤0.01%	6087
2025 Q3	$1.65M	Sell	12,750 -349	-3%	-$45.2K	﹤0.01%	5141
2025 Q2	$1.73M	Buy	13,099 +12,770	+3,881%	+$1.64M	﹤0.01%	4964
2025 Q1	$40.9K	Sell	329 -1,297	-80%	-$157K	﹤0.01%	7726
2024 Q4	$196K	Sell	1,626 -905	-36%	-$112K	﹤0.01%	6460
2024 Q3	$326K	Buy	2,531 +750	+42%	+$93.8K	﹤0.01%	5518
2024 Q2	$217K	Sell	1,781 -1,591	-47%	-$193K	﹤0.01%	5609
2024 Q1	$410K	Buy	3,372 +476	+16%	+$58.1K	﹤0.01%	5356
2023 Q4	$356K	Buy	2,896 +505	+21%	+$60.3K	﹤0.01%	5371
2023 Q3	$281K	Buy	2,391 +174	+8%	+$21.2K	﹤0.01%	5112
2023 Q2	$271K	Sell	2,217 -312	-12%	-$37.6K	﹤0.01%	5270
2023 Q1	$300K	Sell	2,529 -2,903	-53%	-$339K	﹤0.01%	5085
2022 Q4	$631K	Sell	5,432 -546,342	-99%	-$61.6M	﹤0.01%	4498
2022 Q3	$59.2M	Buy	551,774 +546,844	+11,092%	+$61.8M	0.03%	613
2022 Q2	$576K	Sell	4,930 -1,989	-29%	-$240K	﹤0.01%	4159
2022 Q1	$874K	Sell	6,919 -882	-11%	-$114K	﹤0.01%	4238
2021 Q4	$1.01M	Sell	7,801 -31,345	-80%	-$4.07M	﹤0.01%	4384
2021 Q3	$5.08M	Sell	39,146 -4,323	-10%	-$574K	﹤0.01%	2653
2021 Q2	$5.8M	Sell	43,469 -6,453	-13%	-$871K	﹤0.01%	2532
2021 Q1	$6.64M	Sell	49,922 -1,350	-3%	-$180K	﹤0.01%	2319
2020 Q4	$6.77M	Buy	51,272 +9,729	+23%	+$1.24M	﹤0.01%	2167
2020 Q3	$5.19M	Sell	41,543 -354	-0.8%	-$44.3K	﹤0.01%	2171
2020 Q2	$5.03M	Buy	41,897 +37,745	+909%	+$4.54M	﹤0.01%	2049
2020 Q1	$500K	Sell	4,152 -4,850	-54%	-$601K	﹤0.01%	3960
2019 Q4	$1.16M	Buy	9,002 +3,027	+51%	+$378K	﹤0.01%	4069
2019 Q3	$713K	Sell	5,975 -5,795	-49%	-$693K	﹤0.01%	4256
2019 Q2	$1.45M	Buy	11,770 +2,611	+29%	+$326K	﹤0.01%	3429
2019 Q1	$1.16M	Buy	9,159 +4,163	+83%	+$526K	﹤0.01%	3463
2018 Q4	$618K	Sell	4,996 -3,669	-42%	-$458K	﹤0.01%	4108
2018 Q3	$1.1M	Buy	8,665 +3,109	+56%	+$393K	﹤0.01%	3762
2018 Q2	$711K	Sell	5,556 -20,519	-79%	-$2.71M	﹤0.01%	4051
2018 Q1	$3.55M	Buy	26,075 +16,736	+179%	+$2.26M	﹤0.01%	2622
2017 Q4	$1.23M	Sell	9,339 -3,540	-27%	-$457K	﹤0.01%	3603
2017 Q3	$1.68M	Sell	12,879 -10,758	-46%	-$1.37M	﹤0.01%	3277
2017 Q2	$3M	Sell	23,637 -7,316	-24%	-$913K	﹤0.01%	2623
2017 Q1	$3.78M	Sell	30,953 -10,433	-25%	-$1.26M	﹤0.01%	2337
2016 Q4	$4.98M	Buy	41,386 +36,178	+695%	+$4.39M	﹤0.01%	2098
2016 Q3	$659K	Sell	5,208 -111,972	-96%	-$14.4M	﹤0.01%	3723
2016 Q2	$15.3M	Buy	117,180 +116,947	+50,192%	+$16.4M	0.01%	1104
2016 Q1	$33K	Sell	233 -980	-81%	-$137K	﹤0.01%	5811
2015 Q4	$175K	Buy	1,213 +404	+50%	+$60K	﹤0.01%	4776
2015 Q3	$120K	Sell	809 -2,054	-72%	-$312K	﹤0.01%	5068
2015 Q2	$441K	Sell	2,863 -11,283	-80%	-$1.7M	﹤0.01%	4234
2015 Q1	$2.06M	Sell	14,146 -3,907	-22%	-$581K	﹤0.01%	2901
2014 Q4	$2.76M	Buy	+18,053	New	+$2.81M	﹤0.01%	2598

Other funds holding FXB

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

PWAC

Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return

Tableaux Stockbridge, Massachusetts $206M AUM 21.58% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

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

HSA

Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return

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

KFC

Klingenstein Fields & Co New York $2.54B AUM 22.19% 1-Year Est. Return

UBS Group's FXB Position: Q1 2026 in Review

UBS Group increased its Invesco CurrencyShares British Pound Sterling Trust (FXB) stake by 134% in Q1 2026, buying an estimated $674K and bringing the position to 9,074 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #5443.

UBS Group first reported a position in FXB in Q4 2014 and has held it in 46 quarters since. The position peaked at $59.2M in Q3 2022. 30 funds tracked by Wall St. Rank hold FXB as of Q1 2026.

UBS Group held 9,074 shares of Invesco CurrencyShares British Pound Sterling Trust worth $1.16M as of Q1 2026.
UBS Group bought 5,200 Invesco CurrencyShares British Pound Sterling Trust shares in Q1 2026, an estimated $674K.
Invesco CurrencyShares British Pound Sterling Trust made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5443 holding.
UBS Group first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q4 2014 and has held it in 46 quarters since.
UBS Group's Invesco CurrencyShares British Pound Sterling Trust position peaked at $59.2M in Q3 2022.
30 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q1 2026.

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