UBS Group
ITDG icon

UBS Group’s iShares LifePath Target Date 2055 ETF ITDG Stock Holding History

UBS Group’s Portfolio ITDG Stock Details ITDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$32.2K Buy
+759
New +$32.3K ﹤0.01% 8041

Other funds holding ITDG

Cheviot Value Management
Cheviot Value Management Beverly Hills, California $1.03B AUM 18.09% 1-Year Est. Return
10Elms LLP
10Elms LLP Tulsa, Oklahoma $238M AUM 12.04% 1-Year Est. Return
Capital Advisors Ltd
Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

UBS Group's ITDG Position: Q3 2026 in Review

UBS Group opened a new position in iShares LifePath Target Date 2055 ETF (ITDG) in Q3 2026: 759 shares worth $32.2K. The stake represents ﹤0.01% of the portfolio and ranks #8041 among its holdings.

4 funds tracked by Wall St. Rank hold ITDG as of Q3 2026.

  • UBS Group held 759 shares of iShares LifePath Target Date 2055 ETF worth $32.2K as of Q3 2026.
  • iShares LifePath Target Date 2055 ETF was a new UBS Group position in Q3 2026.
  • iShares LifePath Target Date 2055 ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #8041 holding.
  • 4 funds tracked by Wall St. Rank held iShares LifePath Target Date 2055 ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.