UBS Group
IDV icon

UBS Group’s iShares International Select Dividend ETF IDV Stock Holding History

UBS Group’s Portfolio IDV Stock Details IDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-2,600
Closed -$84K – 8504
2015
Q2 		$84K Hold
2,600
– – ﹤0.01% 5547
2015
Q1 		$87K Buy
+2,600
New +$89.4K ﹤0.01% 5536

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Group's IDV Position: Q1 2026 in Review

UBS Group increased its iShares International Select Dividend ETF (IDV) stake by 27% in Q1 2026, buying an estimated $33.8M and bringing the position to 3,725,095 shares worth $159M. The position accounts for 0.02% of the portfolio, ranked #739.

UBS Group first reported a position in IDV in Q4 2014 and has held it in 46 quarters since. The position peaked at $177M in Q3 2018. 602 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

  • UBS Group held 3,725,095 shares of iShares International Select Dividend ETF worth $159M as of Q1 2026.
  • UBS Group bought 803,169 iShares International Select Dividend ETF shares in Q1 2026, an estimated $33.8M.
  • iShares International Select Dividend ETF made up 0.02% of UBS Group's portfolio in Q1 2026, its #739 holding.
  • UBS Group first reported a position in iShares International Select Dividend ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's iShares International Select Dividend ETF position peaked at $177M in Q3 2018.
  • 602 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

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