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

UBS Group’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-300	Closed	-$177K	–	10473
2024 Q4	$177K	Sell	300 -1,907	-86%	-$1.13M	﹤0.01%	6530
2024 Q3	$1.27M	Buy	+2,207	New	+$1.23M	﹤0.01%	4427
2024 Q2	–	Sell	-1,200	Closed	-$631K	–	9788
2024 Q1	$631K	Hold	1,200	–	–	﹤0.01%	5011
2023 Q4	$573K	Buy	+1,200	New	+$537K	﹤0.01%	5001
2020 Q2	–	Sell	-1,000	Closed	-$258K	–	8148
2020 Q1	$258K	Buy	+1,000	New	+$306K	﹤0.01%	4520
2019 Q1	–	Sell	-600	Closed	-$151K	–	7925
2018 Q4	$151K	Buy	+600	New	+$163K	﹤0.01%	5177

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group's IVV Position: Q1 2026 in Review

UBS Group increased its iShares Core S&P 500 ETF (IVV) stake by 44% in Q1 2026, buying an estimated $978M and bringing the position to 4,681,918 shares worth $3.06B. The position accounts for 0.46% of the portfolio, ranked #20.

UBS Group first reported a position in IVV in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.19B in Q3 2025. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

UBS Group held 4,681,918 shares of iShares Core S&P 500 ETF worth $3.06B as of Q1 2026.
UBS Group bought 1,432,944 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $978M.
iShares Core S&P 500 ETF made up 0.46% of UBS Group's portfolio in Q1 2026, its #20 holding.
UBS Group first reported a position in iShares Core S&P 500 ETF in Q4 2014 and has held it in 46 quarters since.
UBS Group's iShares Core S&P 500 ETF position peaked at $3.19B in Q3 2025.
3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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