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
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

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

UBS Group's ITDF Position: Q1 2025 in Review

UBS Group sold out of iShares LifePath Target Date 2050 ETF (ITDF) in Q1 2025, closing a stake of 78 shares — an estimated $2.44K sold.

UBS Group first reported a position in ITDF in Q3 2024 and held it in 2 quarters. The position peaked at $4.11K in Q3 2024. 3 funds tracked by Wall St. Rank hold ITDF as of Q1 2025.

  • UBS Group reported no remaining iShares LifePath Target Date 2050 ETF position as of Q1 2025 after selling out during the quarter.
  • UBS Group sold 78 iShares LifePath Target Date 2050 ETF shares in Q1 2025, an estimated $2.44K.
  • UBS Group first reported a position in iShares LifePath Target Date 2050 ETF in Q3 2024 and held it in 2 quarters.
  • UBS Group's iShares LifePath Target Date 2050 ETF position peaked at $4.11K in Q3 2024.
  • 3 funds tracked by Wall St. Rank held iShares LifePath Target Date 2050 ETF as of Q1 2025.

Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.