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
2020
Q3 		– Sell
-200
Closed -$14K – 8185
2020
Q2 		$14K Buy
+200
New +$14.3K ﹤0.01% 6787

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.