UBS Group
IDU icon

UBS Group’s iShares US Utilities ETF IDU Stock Holding History

UBS Group’s Portfolio IDU Stock Details IDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.11M Buy
52,652
+4,578
+10% +$520K ﹤0.01% 3846
2025
Q4 		$5.21M Sell
48,074
-888
-2% -$99.2K ﹤0.01% 3989
2025
Q3 		$5.43M Buy
48,962
+445
+0.9% +$48K ﹤0.01% 3950
2025
Q2 		$5.07M Buy
48,517
+1,672
+4% +$171K ﹤0.01% 3863
2025
Q1 		$4.75M Buy
46,845
+2,593
+6% +$259K ﹤0.01% 3827
2024
Q4 		$4.26M Buy
44,252
+905
+2% +$91.2K ﹤0.01% 3996
2024
Q3 		$4.42M Buy
43,347
+5,737
+15% +$543K ﹤0.01% 3202
2024
Q2 		$3.31M Sell
37,610
-1,496
-4% -$131K ﹤0.01% 3250
2024
Q1 		$3.31M Sell
39,106
-1,805
-4% -$144K ﹤0.01% 3410
2023
Q4 		$3.27M Sell
40,911
-14,373
-26% -$1.1M ﹤0.01% 3254
2023
Q3 		$4.07M Sell
55,284
-4,182
-7% -$336K ﹤0.01% 2781
2023
Q2 		$4.86M Buy
59,466
+402
+0.7% +$33.5K ﹤0.01% 2621
2023
Q1 		$4.94M Sell
59,064
-4,728
-7% -$395K ﹤0.01% 2531
2022
Q4 		$5.52M Buy
63,792
+16,601
+35% +$1.39M ﹤0.01% 2410
2022
Q3 		$3.83M Buy
47,191
+2,887
+7% +$260K ﹤0.01% 2596
2022
Q2 		$3.79M Sell
44,304
-1,767
-4% -$156K ﹤0.01% 2606
2022
Q1 		$4.19M Buy
46,071
+1,666
+4% +$142K ﹤0.01% 2712
2021
Q4 		$3.93M Sell
44,405
-4,586
-9% -$384K ﹤0.01% 3090
2021
Q3 		$3.87M Buy
48,991
+3,241
+7% +$268K ﹤0.01% 2948
2021
Q2 		$3.59M Sell
45,750
-9,935
-18% -$806K ﹤0.01% 3020
2021
Q1 		$4.43M Buy
55,685
+552
+1% +$42.5K ﹤0.01% 2744
2020
Q4 		$4.28M Sell
55,133
-30,431
-36% -$2.37M ﹤0.01% 2613
2020
Q3 		$6.25M Sell
85,564
-41,038
-32% -$3.01M ﹤0.01% 1992
2020
Q2 		$8.88M Buy
126,602
+31,024
+32% +$2.22M ﹤0.01% 1596
2020
Q1 		$6.6M Buy
95,578
+3,388
+4% +$270K ﹤0.01% 1700
2019
Q4 		$7.47M Buy
92,190
+8,672
+10% +$691K ﹤0.01% 2212
2019
Q3 		$6.8M Sell
83,518
-12,364
-13% -$961K ﹤0.01% 2096
2019
Q2 		$7.23M Buy
95,882
+3,156
+3% +$234K ﹤0.01% 2016
2019
Q1 		$6.83M Buy
92,726
+19,360
+26% +$1.37M ﹤0.01% 1968
2018
Q4 		$4.92M Buy
73,366
+18,592
+34% +$1.28M ﹤0.01% 2161
2018
Q3 		$3.67M Buy
54,774
+118
+0.2% +$7.96K ﹤0.01% 2643
2018
Q2 		$3.61M Sell
54,656
-3,800
-7% -$243K ﹤0.01% 2627
2018
Q1 		$3.73M Sell
58,456
-15,242
-21% -$959K ﹤0.01% 2581
2017
Q4 		$4.9M Sell
73,698
-65,038
-47% -$4.47M ﹤0.01% 2373
2017
Q3 		$9.22M Sell
138,736
-16,940
-11% -$1.14M ﹤0.01% 1681
2017
Q2 		$10.1M Buy
155,676
+56,710
+57% +$3.73M 0.01% 1531
2017
Q1 		$6.36M Sell
98,966
-7,902
-7% -$495K ﹤0.01% 1877
2016
Q4 		$6.51M Sell
106,868
-108,594
-50% -$6.5M ﹤0.01% 1857
2016
Q3 		$13.2M Sell
215,462
-12,460
-5% -$790K 0.01% 1221
2016
Q2 		$15M Buy
227,922
+27,932
+14% +$1.72M 0.01% 1113
2016
Q1 		$12.4M Buy
199,990
+120,230
+151% +$6.91M 0.01% 1189
2015
Q4 		$4.3M Sell
79,760
-19,910
-20% -$1.08M ﹤0.01% 2091
2015
Q3 		$5.38M Buy
99,670
+39,548
+66% +$2.12M ﹤0.01% 1858
2015
Q2 		$3.12M Buy
60,122
+4,244
+8% +$233K ﹤0.01% 2544
2015
Q1 		$3.12M Sell
55,878
-18,016
-24% -$1.04M ﹤0.01% 2512
2014
Q4 		$4.37M Buy
+73,894
New +$4.19M ﹤0.01% 2212

Other funds holding IDU

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group's IDU Position: Q1 2026 in Review

UBS Group increased its iShares US Utilities ETF (IDU) stake by 9.5% in Q1 2026, buying an estimated $520K and bringing the position to 52,652 shares worth $6.11M. The position accounts for ﹤0.01% of the portfolio, ranked #3846.

UBS Group first reported a position in IDU in Q4 2014 and has held it in 46 quarters since. The position peaked at $15M in Q2 2016. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

  • UBS Group held 52,652 shares of iShares US Utilities ETF worth $6.11M as of Q1 2026.
  • UBS Group bought 4,578 iShares US Utilities ETF shares in Q1 2026, an estimated $520K.
  • iShares US Utilities ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3846 holding.
  • UBS Group first reported a position in iShares US Utilities ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's iShares US Utilities ETF position peaked at $15M in Q2 2016.
  • 300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

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