UBS Group
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UBS Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

UBS Group’s Portfolio IGV Stock Details IGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$60.6M Buy
757,372
+747,372
+7,474% +$66.2M 0.01% 1450
2025
Q4 		$1.06M Hold
10,000
– – ﹤0.01% 5516
2025
Q3 		$1.15M Sell
10,000
-500,000
-98% -$55.3M ﹤0.01% 5447
2025
Q2 		$55.8M Buy
510,000
+500,000
+5,000% +$49.4M 0.01% 1416
2025
Q1 		$890K Sell
10,000
-930,400
-99% -$91.9M ﹤0.01% 5378
2024
Q4 		$94.2M Buy
940,400
+939,648
+124,953% +$93.1M 0.02% 963
2024
Q3 		$67.2K Hold
752
– – ﹤0.01% 6629
2024
Q2 		$65.3K Hold
752
– – ﹤0.01% 6477
2024
Q1 		$64.1K Sell
752
-6,033
-89% -$509K ﹤0.01% 6403
2023
Q4 		$550K Buy
+6,785
New +$502K ﹤0.01% 5033
2023
Q3 		– Sell
-62,500
Closed -$4.32M – 9694
2023
Q2 		$4.32M Buy
62,500
+12,500
+25% +$785K ﹤0.01% 2738
2023
Q1 		$3.05M Sell
50,000
-537,100
-91% -$30.1M ﹤0.01% 2979
2022
Q4 		$30M Sell
587,100
-2,291,400
-80% -$119M 0.01% 1137
2022
Q3 		$144M Sell
2,878,500
-798,500
-22% -$45.4M 0.06% 307
2022
Q2 		$198M Buy
3,677,000
+1,025,000
+39% +$60.2M 0.08% 260
2022
Q1 		$183M Sell
2,652,000
-2,098,000
-44% -$144M 0.06% 326
2021
Q4 		$378M Buy
+4,750,000
New +$397M 0.11% 188

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group's IGV Position: Q1 2026 in Review

UBS Group increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 482% in Q1 2026, buying an estimated $561M and bringing the position to 7,650,829 shares worth $612M. The position accounts for 0.09% of the portfolio, ranked #215.

UBS Group first reported a position in IGV in Q4 2014 and has held it in 46 quarters since. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • UBS Group held 7,650,829 shares of iShares Expanded Tech-Software Sector ETF worth $612M as of Q1 2026.
  • UBS Group bought 6,337,039 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $561M.
  • iShares Expanded Tech-Software Sector ETF made up 0.09% of UBS Group's portfolio in Q1 2026, its #215 holding.
  • UBS Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2014 and has held it in 46 quarters since.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

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