UBS Group
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UBS Group’s iShares North American Natural Resources ETF IGE Stock Holding History

UBS Group’s Portfolio IGE Stock Details IGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.95M Sell
88,043
-80,502
-48% -$4.87M ﹤0.01% 4170
2026
Q1 		$10.6M Buy
168,545
+102,508
+155% +$6.01M ﹤0.01% 3264
2025
Q4 		$3.32M Sell
66,037
-10,440
-14% -$512K ﹤0.01% 4449
2025
Q3 		$3.75M Buy
76,477
+9,429
+14% +$438K ﹤0.01% 4335
2025
Q2 		$2.97M Sell
67,048
-4,099
-6% -$176K ﹤0.01% 4412
2025
Q1 		$3.24M Buy
71,147
+1,688
+2% +$75.3K ﹤0.01% 4243
2024
Q4 		$2.97M Buy
69,459
+1,639
+2% +$74.1K ﹤0.01% 4333
2024
Q3 		$2.99M Buy
67,820
+2,071
+3% +$91.2K ﹤0.01% 3597
2024
Q2 		$2.89M Sell
65,749
-1,225
-2% -$55K ﹤0.01% 3385
2024
Q1 		$3.01M Sell
66,974
-9,751
-13% -$400K ﹤0.01% 3520
2023
Q4 		$3.12M Sell
76,725
-30,906
-29% -$1.25M ﹤0.01% 3315
2023
Q3 		$4.48M Sell
107,631
-40,029
-27% -$1.65M ﹤0.01% 2689
2023
Q2 		$5.73M Sell
147,660
-57,221
-28% -$2.21M ﹤0.01% 2448
2023
Q1 		$8.03M Sell
204,881
-2,215
-1% -$89.4K ﹤0.01% 2068
2022
Q4 		$8.42M Buy
207,096
+19,696
+11% +$800K ﹤0.01% 2045
2022
Q3 		$6.51M Buy
187,400
+47,728
+34% +$1.78M ﹤0.01% 2121
2022
Q2 		$5.03M Buy
139,672
+7,339
+6% +$298K ﹤0.01% 2376
2022
Q1 		$5.35M Buy
132,333
+89,807
+211% +$3.29M ﹤0.01% 2475
2021
Q4 		$1.34M Sell
42,526
-4,263
-9% -$134K ﹤0.01% 4130
2021
Q3 		$1.37M Buy
46,789
+14,786
+46% +$425K ﹤0.01% 3908
2021
Q2 		$974K Buy
32,003
+1,543
+5% +$46.1K ﹤0.01% 4196
2021
Q1 		$840K Buy
30,460
+7,482
+33% +$198K ﹤0.01% 4425
2020
Q4 		$535K Sell
22,978
-81,340
-78% -$1.77M ﹤0.01% 4552
2020
Q3 		$2.07M Buy
104,318
+9,008
+9% +$196K ﹤0.01% 3008
2020
Q2 		$2.07M Buy
95,310
+65,557
+220% +$1.36M ﹤0.01% 2844
2020
Q1 		$495K Sell
29,753
-14,955
-33% -$370K ﹤0.01% 3968
2019
Q4 		$1.35M Sell
44,708
-8,309
-16% -$242K ﹤0.01% 3937
2019
Q3 		$1.54M Sell
53,017
-1,450
-3% -$42.7K ﹤0.01% 3562
2019
Q2 		$1.67M Sell
54,467
-8,418
-13% -$257K ﹤0.01% 3309
2019
Q1 		$1.97M Sell
62,885
-17,464
-22% -$534K ﹤0.01% 3003
2018
Q4 		$2.18M Buy
80,349
+12,588
+19% +$397K ﹤0.01% 2950
2018
Q3 		$2.43M Buy
67,761
+403
+0.6% +$14.6K ﹤0.01% 3047
2018
Q2 		$2.48M Sell
67,358
-8,080
-11% -$291K ﹤0.01% 2973
2018
Q1 		$2.5M Sell
75,438
-135,123
-64% -$4.67M ﹤0.01% 2954
2017
Q4 		$7.46M Buy
210,561
+119,670
+132% +$4.03M ﹤0.01% 1974
2017
Q3 		$3.06M Sell
90,891
-5,325
-6% -$171K ﹤0.01% 2691
2017
Q2 		$3.05M Sell
96,216
-93,360
-49% -$3.06M ﹤0.01% 2606
2017
Q1 		$6.5M Sell
189,576
-66,355
-26% -$2.33M ﹤0.01% 1850
2016
Q4 		$9.2M Buy
255,931
+25,833
+11% +$900K 0.01% 1563
2016
Q3 		$7.93M Buy
230,098
+30,204
+15% +$1.02M ﹤0.01% 1610
2016
Q2 		$6.64M Buy
199,894
+13,260
+7% +$424K ﹤0.01% 1708
2016
Q1 		$5.55M Sell
186,634
-14,972
-7% -$407K ﹤0.01% 1776
2015
Q4 		$5.67M Sell
201,606
-65,908
-25% -$2.05M ﹤0.01% 1849
2015
Q3 		$7.77M Sell
267,514
-6,758
-2% -$218K 0.01% 1578
2015
Q2 		$9.95M Sell
274,272
-1,348
-0.5% -$52.1K 0.01% 1478
2015
Q1 		$10.3M Sell
275,620
-270,372
-50% -$10.2M 0.01% 1450
2014
Q4 		$20.9M Buy
+545,992
New +$22.1M 0.01% 957

Other funds holding IGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group's IGE Position: Q2 2026 in Review

UBS Group reduced its iShares North American Natural Resources ETF (IGE) stake by 48% in Q2 2026, selling an estimated $4.87M and leaving 88,043 shares worth $4.95M. The position accounts for ﹤0.01% of the portfolio, ranked #4170.

UBS Group first reported a position in IGE in Q4 2014 and has held it in 47 quarters since. The position peaked at $20.9M in Q4 2014. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

  • UBS Group held 88,043 shares of iShares North American Natural Resources ETF worth $4.95M as of Q2 2026.
  • UBS Group sold 80,502 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $4.87M.
  • iShares North American Natural Resources ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4170 holding.
  • UBS Group first reported a position in iShares North American Natural Resources ETF in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's iShares North American Natural Resources ETF position peaked at $20.9M in Q4 2014.
  • 171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

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