UBS Group
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UBS Group’s iShares Energy Storage & Materials ETF IBAT Stock Holding History

UBS Group’s Portfolio IBAT Stock Details IBAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-37
Closed -$814 – 11065
2025
Q2 		$814 Sell
37
-117
-76% -$2.44K ﹤0.01% 9733
2025
Q1 		$3.26K Buy
+154
New +$3.43K ﹤0.01% 9233

Other funds holding IBAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

UBS Group's IBAT Position: Q3 2025 in Review

UBS Group sold out of iShares Energy Storage & Materials ETF (IBAT) in Q3 2025, closing a stake of 37 shares — an estimated $814 sold.

UBS Group first reported a position in IBAT in Q1 2025 and held it in 2 quarters. The position peaked at $3.26K in Q1 2025. 6 funds tracked by Wall St. Rank hold IBAT as of Q3 2025.

  • UBS Group reported no remaining iShares Energy Storage & Materials ETF position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 37 iShares Energy Storage & Materials ETF shares in Q3 2025, an estimated $814.
  • UBS Group first reported a position in iShares Energy Storage & Materials ETF in Q1 2025 and held it in 2 quarters.
  • UBS Group's iShares Energy Storage & Materials ETF position peaked at $3.26K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held iShares Energy Storage & Materials ETF as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.