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
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

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

UBS Group's IBAT Position: Q2 2026 in Review

UBS Group opened a new position in iShares Energy Storage & Materials ETF (IBAT) in Q2 2026: 57 shares worth $2.57K. The stake represents ﹤0.01% of the portfolio and ranks #9326 among its holdings. This is a return to the name: UBS Group previously reported a position in IBAT as recently as Q2 2025.

UBS Group first reported a position in IBAT in Q1 2025 and has held it in 3 quarters since. The position peaked at $3.26K in Q1 2025. 25 funds tracked by Wall St. Rank hold IBAT as of Q2 2026.

  • UBS Group held 57 shares of iShares Energy Storage & Materials ETF worth $2.57K as of Q2 2026.
  • iShares Energy Storage & Materials ETF was a new UBS Group position in Q2 2026.
  • iShares Energy Storage & Materials ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9326 holding.
  • UBS Group first reported a position in iShares Energy Storage & Materials ETF in Q1 2025 and has held it in 3 quarters since.
  • UBS Group's iShares Energy Storage & Materials ETF position peaked at $3.26K in Q1 2025.
  • 25 funds tracked by Wall St. Rank held iShares Energy Storage & Materials ETF as of Q2 2026.

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