UBS Group
ITDF icon

UBS Group’s iShares LifePath Target Date 2050 ETF ITDF Stock Holding History

UBS Group’s Portfolio ITDF Stock Details ITDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.8K Buy
+767
New +$30.8K ﹤0.01% 7856
2025
Q1 		– Sell
-78
Closed -$2.44K – 10471
2024
Q4 		$2.44K Sell
78
-50
-39% -$1.61K ﹤0.01% 9052
2024
Q3 		$4.11K Buy
+128
New +$3.94K ﹤0.01% 8182

Other funds holding ITDF

IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
1L
10Elms LLP Tulsa, Oklahoma $236M AUM 18.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

UBS Group's ITDF Position: Q2 2026 in Review

UBS Group opened a new position in iShares LifePath Target Date 2050 ETF (ITDF) in Q2 2026: 767 shares worth $31.8K. The stake represents ﹤0.01% of the portfolio and ranks #7856 among its holdings. This is a return to the name: UBS Group previously reported a position in ITDF as recently as Q4 2024.

UBS Group first reported a position in ITDF in Q3 2024 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold ITDF as of Q2 2026.

  • UBS Group held 767 shares of iShares LifePath Target Date 2050 ETF worth $31.8K as of Q2 2026.
  • iShares LifePath Target Date 2050 ETF was a new UBS Group position in Q2 2026.
  • iShares LifePath Target Date 2050 ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7856 holding.
  • UBS Group first reported a position in iShares LifePath Target Date 2050 ETF in Q3 2024 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held iShares LifePath Target Date 2050 ETF as of Q2 2026.

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