UBS Group
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UBS Group’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

UBS Group’s Portfolio IDNA Stock Details IDNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.1M Buy
486,772
+787
+0.2% +$22.8K ﹤0.01% 2974
2025
Q4 		$12.7M Sell
485,985
-73,855
-13% -$1.9M ﹤0.01% 3039
2025
Q3 		$13.2M Buy
559,840
+7,497
+1% +$166K ﹤0.01% 2993
2025
Q2 		$11.3M Buy
552,343
+48,180
+10% +$970K ﹤0.01% 2957
2025
Q1 		$10.3M Buy
504,163
+75,373
+18% +$1.68M ﹤0.01% 3003
2024
Q4 		$9.7M Sell
428,790
-3,954
-0.9% -$94.9K ﹤0.01% 3083
2024
Q3 		$10.7M Buy
432,744
+95,488
+28% +$2.33M ﹤0.01% 2302
2024
Q2 		$7.8M Buy
337,256
+13,370
+4% +$313K ﹤0.01% 2447
2024
Q1 		$7.8M Buy
323,886
+206,310
+175% +$4.84M ﹤0.01% 2507
2023
Q4 		$2.71M Buy
117,576
+1,241
+1% +$24.9K ﹤0.01% 3488
2023
Q3 		$2.37M Buy
116,335
+5,267
+5% +$118K ﹤0.01% 3274
2023
Q2 		$2.59M Buy
111,068
+4,938
+5% +$118K ﹤0.01% 3278
2023
Q1 		$2.47M Sell
106,130
-8,903
-8% -$223K ﹤0.01% 3205
2022
Q4 		$2.9M Sell
115,033
-31,183
-21% -$838K ﹤0.01% 3012
2022
Q3 		$3.86M Sell
146,216
-9,580
-6% -$296K ﹤0.01% 2591
2022
Q2 		$4.5M Sell
155,796
-31,682
-17% -$945K ﹤0.01% 2462
2022
Q1 		$6.46M Sell
187,478
-120,603
-39% -$4.26M ﹤0.01% 2295
2021
Q4 		$13.5M Buy
308,081
+78,614
+34% +$3.72M ﹤0.01% 1880
2021
Q3 		$11.6M Sell
229,467
-6,768
-3% -$353K ﹤0.01% 1917
2021
Q2 		$12.3M Buy
236,235
+448
+0.2% +$21K ﹤0.01% 1858
2021
Q1 		$10.8M Buy
235,787
+49,022
+26% +$2.4M ﹤0.01% 1888
2020
Q4 		$8.58M Buy
186,765
+99,284
+113% +$4.29M ﹤0.01% 1968
2020
Q3 		$3.41M Buy
87,481
+87,469
+728,908% +$3.36M ﹤0.01% 2550
2020
Q2 		$0 Buy
+12
New +$405 ﹤0.01% 8131
2020
Q1 		– Sell
-300
Closed -$9K – 8155
2019
Q4 		$9K Buy
300
+232
+341% +$6.31K ﹤0.01% 7334
2019
Q3 		$2K Sell
68
-22
-24% -$583 ﹤0.01% 7729
2019
Q2 		$2K Buy
+90
New +$2.37K ﹤0.01% 7617

Other funds holding IDNA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PGA
Portland Global Advisors Portland, Maine $938M AUM 13.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

UBS Group's IDNA Position: Q1 2026 in Review

UBS Group increased its iShares Genomics Immunology and Healthcare ETF (IDNA) stake by 0.16% in Q1 2026, buying an estimated $22.8K and bringing the position to 486,772 shares worth $14.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2974.

UBS Group first reported a position in IDNA in Q2 2019 and has held it in 27 quarters since. 60 funds tracked by Wall St. Rank hold IDNA as of Q1 2026.

  • UBS Group held 486,772 shares of iShares Genomics Immunology and Healthcare ETF worth $14.1M as of Q1 2026.
  • UBS Group bought 787 iShares Genomics Immunology and Healthcare ETF shares in Q1 2026, an estimated $22.8K.
  • iShares Genomics Immunology and Healthcare ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2974 holding.
  • UBS Group first reported a position in iShares Genomics Immunology and Healthcare ETF in Q2 2019 and has held it in 27 quarters since.
  • 60 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q1 2026.

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