UBS Group
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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 $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group's IYF Position: Q2 2026 in Review

UBS Group reduced its iShares US Financials ETF (IYF) stake by 5.9% in Q2 2026, selling an estimated $2.99M and leaving 383,365 shares worth $48.9M. The position accounts for 0.01% of the portfolio, ranked #1766.

UBS Group first reported a position in IYF in Q4 2014 and has held it in 47 quarters since. The position peaked at $54M in Q4 2025. 462 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • UBS Group held 383,365 shares of iShares US Financials ETF worth $48.9M as of Q2 2026.
  • UBS Group sold 24,049 iShares US Financials ETF shares in Q2 2026, an estimated $2.99M.
  • iShares US Financials ETF made up 0.01% of UBS Group's portfolio in Q2 2026, its #1766 holding.
  • UBS Group first reported a position in iShares US Financials ETF in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's iShares US Financials ETF position peaked at $54M in Q4 2025.
  • 462 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

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