UBS Group
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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

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group's IDU Position: Q2 2026 in Review

UBS Group increased its iShares US Utilities ETF (IDU) stake by 0.08% in Q2 2026, buying an estimated $4.92K and bringing the position to 52,695 shares worth $6.04M. The position accounts for ﹤0.01% of the portfolio, ranked #3961.

UBS Group first reported a position in IDU in Q4 2014 and has held it in 47 quarters since. The position peaked at $15M in Q2 2016. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • UBS Group held 52,695 shares of iShares US Utilities ETF worth $6.04M as of Q2 2026.
  • UBS Group bought 43 iShares US Utilities ETF shares in Q2 2026, an estimated $4.92K.
  • iShares US Utilities ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3961 holding.
  • UBS Group first reported a position in iShares US Utilities ETF in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's iShares US Utilities ETF position peaked at $15M in Q2 2016.
  • 288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

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