UBS Group
IYF icon

UBS Group’s iShares US Financials ETF IYF Stock Holding History

UBS Group’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-200
Closed -$10K – 7785
2016
Q4 		$10K Buy
+200
New +$9.55K ﹤0.01% 6921
2016
Q3 		– Sell
-29,600
Closed -$1.27M – 7801
2016
Q2 		$1.27M Buy
+29,600
New +$1.28M ﹤0.01% 3164

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group's IYF Position: Q1 2026 in Review

UBS Group reduced its iShares US Financials ETF (IYF) stake by 2.7% in Q1 2026, selling an estimated $1.43M and leaving 407,414 shares worth $47.9M. The position accounts for 0.01% of the portfolio, ranked #1689.

UBS Group first reported a position in IYF in Q4 2014 and has held it in 46 quarters since. The position peaked at $54M in Q4 2025. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • UBS Group held 407,414 shares of iShares US Financials ETF worth $47.9M as of Q1 2026.
  • UBS Group sold 11,509 iShares US Financials ETF shares in Q1 2026, an estimated $1.43M.
  • iShares US Financials ETF made up 0.01% of UBS Group's portfolio in Q1 2026, its #1689 holding.
  • UBS Group first reported a position in iShares US Financials ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's iShares US Financials ETF position peaked at $54M in Q4 2025.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

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