UBS Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,207
Closed -$1.27M 10169
2024
Q3
$1.27M Buy
+2,207
New +$1.23M ﹤0.01% 4426
2015
Q1
Sell
-100
Closed -$21K 9055
2014
Q4
$21K Buy
+100
New +$20.2K ﹤0.01% 7599

Other funds holding IVV

UBS Group's IVV Position: Q2 2026 in Review

UBS Group reduced its iShares Core S&P 500 ETF (IVV) stake by 22% in Q2 2026, selling an estimated $749M and leaving 3,653,598 shares worth $2.74B. The position accounts for 0.35% of the portfolio, ranked #39.

UBS Group first reported a position in IVV in Q4 2014 and has held it in 47 quarters since. The position peaked at $3.19B in Q3 2025. 4,111 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • UBS Group held 3,653,598 shares of iShares Core S&P 500 ETF worth $2.74B as of Q2 2026.
  • UBS Group sold 1,028,320 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $749M.
  • iShares Core S&P 500 ETF made up 0.35% of UBS Group's portfolio in Q2 2026, its #39 holding.
  • UBS Group first reported a position in iShares Core S&P 500 ETF in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's iShares Core S&P 500 ETF position peaked at $3.19B in Q3 2025.
  • 4,111 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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