UBS Group
IWB icon

UBS Group’s iShares Russell 1000 ETF IWB Stock Holding History

UBS Group’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-5,700
Closed -$666K – 7797
2016
Q2 		$666K Buy
+5,700
New +$657K ﹤0.01% 3689

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

UBS Group's IWB Position: Q1 2026 in Review

UBS Group increased its iShares Russell 1000 ETF (IWB) stake by 25% in Q1 2026, buying an estimated $85.2M and bringing the position to 1,138,383 shares worth $406M. The position accounts for 0.06% of the portfolio, ranked #321.

UBS Group first reported a position in IWB in Q4 2014 and has held it in 46 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • UBS Group held 1,138,383 shares of iShares Russell 1000 ETF worth $406M as of Q1 2026.
  • UBS Group bought 228,752 iShares Russell 1000 ETF shares in Q1 2026, an estimated $85.2M.
  • iShares Russell 1000 ETF made up 0.06% of UBS Group's portfolio in Q1 2026, its #321 holding.
  • UBS Group first reported a position in iShares Russell 1000 ETF in Q4 2014 and has held it in 46 quarters since.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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