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
2026
Q3 		$55.3K Buy
1,366
+1,309
+2,296% +$52.8K ﹤0.01% 7559
2026
Q2 		$2.57K Buy
+57
New +$2.44K ﹤0.01% 9326
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

Midwest Financial Partners Investments
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
4Wealth Advisors
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.51B AUM 12.1% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Manchester Capital Management
Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return
Quaker Wealth Management
Quaker Wealth Management Moorestown, New Jersey $341M AUM 9.06% 1-Year Est. Return

UBS Group's IBAT Position: Q3 2026 in Review

UBS Group increased its iShares Energy Storage & Materials ETF (IBAT) stake by 2,296% in Q3 2026, buying an estimated $52.8K and bringing the position to 1,366 shares worth $55.3K. The position accounts for ﹤0.01% of the portfolio, ranked #7559.

UBS Group first reported a position in IBAT in Q1 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold IBAT as of Q3 2026.

  • UBS Group held 1,366 shares of iShares Energy Storage & Materials ETF worth $55.3K as of Q3 2026.
  • UBS Group bought 1,309 iShares Energy Storage & Materials ETF shares in Q3 2026, an estimated $52.8K.
  • iShares Energy Storage & Materials ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #7559 holding.
  • UBS Group first reported a position in iShares Energy Storage & Materials ETF in Q1 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held iShares Energy Storage & Materials ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.