UBS Group
ITOT icon

UBS Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

UBS Group’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-400
Closed -$46.1K – 9786
2024
Q1 		$46.1K Hold
400
– – ﹤0.01% 6547
2023
Q4 		$42.1K Buy
+400
New +$39.2K ﹤0.01% 6646

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

UBS Group's ITOT Position: Q1 2026 in Review

UBS Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2% in Q1 2026, selling an estimated $3.08M and leaving 1,016,552 shares worth $145M. The position accounts for 0.02% of the portfolio, ranked #786.

UBS Group first reported a position in ITOT in Q4 2014 and has held it in 46 quarters since. The position peaked at $178M in Q2 2021. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • UBS Group held 1,016,552 shares of iShares Core S&P Total US Stock Market ETF worth $145M as of Q1 2026.
  • UBS Group sold 20,739 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $3.08M.
  • iShares Core S&P Total US Stock Market ETF made up 0.02% of UBS Group's portfolio in Q1 2026, its #786 holding.
  • UBS Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's iShares Core S&P Total US Stock Market ETF position peaked at $178M in Q2 2021.
  • 1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

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