UBS Group
IYG icon

UBS Group’s iShares US Financial Services ETF IYG Stock Holding History

UBS Group’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.1M Buy
111,801
+608
+0.5% +$53.3K ﹤0.01% 3433
2026
Q1 		$9.21M Sell
111,193
-1,304
-1% -$114K ﹤0.01% 3447
2025
Q4 		$10.4M Sell
112,497
-3,144
-3% -$281K ﹤0.01% 3249
2025
Q3 		$10.4M Sell
115,641
-10,915
-9% -$959K ﹤0.01% 3258
2025
Q2 		$10.8M Sell
126,556
-48,311
-28% -$3.83M ﹤0.01% 3001
2025
Q1 		$13.7M Sell
174,867
-8,764
-5% -$706K ﹤0.01% 2726
2024
Q4 		$14.3M Sell
183,631
-22,188
-11% -$1.71M ﹤0.01% 2689
2024
Q3 		$14.6M Buy
205,819
+3,321
+2% +$228K ﹤0.01% 2068
2024
Q2 		$13.2M Sell
202,498
-6,280
-3% -$408K ﹤0.01% 2012
2024
Q1 		$13.8M Sell
208,778
-60,793
-23% -$3.78M ﹤0.01% 1995
2023
Q4 		$16.1M Sell
269,571
-31,944
-11% -$1.72M ﹤0.01% 1740
2023
Q3 		$15.5M Buy
301,515
+18,348
+6% +$992K 0.01% 1659
2023
Q2 		$14.9M Sell
283,167
-25,452
-8% -$1.29M 0.01% 1676
2023
Q1 		$15.5M Sell
308,619
-21,417
-6% -$1.17M 0.01% 1579
2022
Q4 		$17.3M Sell
330,036
-8,688
-3% -$455K 0.01% 1520
2022
Q3 		$15.9M Sell
338,724
-48,360
-12% -$2.54M 0.01% 1429
2022
Q2 		$19.1M Sell
387,084
-27,177
-7% -$1.47M 0.01% 1343
2022
Q1 		$24.9M Buy
414,261
+3,540
+0.9% +$223K 0.01% 1276
2021
Q4 		$26.4M Buy
410,721
+12,471
+3% +$813K 0.01% 1389
2021
Q3 		$25M Buy
398,250
+600
+0.2% +$37.7K 0.01% 1328
2021
Q2 		$24.6M Buy
397,650
+20,088
+5% +$1.23M 0.01% 1335
2021
Q1 		$21.6M Sell
377,562
-68,268
-15% -$3.69M 0.01% 1396
2020
Q4 		$22.3M Sell
445,830
-114,957
-20% -$5.19M 0.01% 1277
2020
Q3 		$22.8M Buy
560,787
+152,514
+37% +$6.29M 0.01% 1093
2020
Q2 		$16.2M Buy
408,273
+103,758
+34% +$3.99M 0.01% 1200
2020
Q1 		$10.4M Buy
304,515
+9,951
+3% +$454K ﹤0.01% 1378
2019
Q4 		$14.9M Sell
294,564
-156
-0.1% -$7.49K 0.01% 1606
2019
Q3 		$13.4M Sell
294,720
-57,744
-16% -$2.6M 0.01% 1537
2019
Q2 		$15.7M Sell
352,464
-43,821
-11% -$1.92M 0.01% 1387
2019
Q1 		$16.5M Sell
396,285
-144,765
-27% -$6M 0.01% 1277
2018
Q4 		$20.2M Buy
541,050
+12,573
+2% +$519K 0.01% 1075
2018
Q3 		$23.5M Sell
528,477
-106,179
-17% -$4.8M 0.01% 1100
2018
Q2 		$27.4M Sell
634,656
-66,594
-9% -$2.95M 0.01% 978
2018
Q1 		$30.6M Buy
701,250
+86,199
+14% +$3.91M 0.01% 884
2017
Q4 		$26.7M Buy
615,051
+16,974
+3% +$708K 0.01% 1004
2017
Q3 		$23.9M Buy
598,077
+13,716
+2% +$525K 0.01% 1002
2017
Q2 		$22.1M Buy
584,361
+75,234
+15% +$2.74M 0.01% 995
2017
Q1 		$18.5M Buy
509,127
+54,303
+12% +$1.99M 0.01% 1078
2016
Q4 		$16.1M Buy
454,824
+102,924
+29% +$3.36M 0.01% 1164
2016
Q3 		$10.3M Buy
351,900
+63,024
+22% +$1.81M 0.01% 1388
2016
Q2 		$7.76M Buy
288,876
+15
+0% +$419 ﹤0.01% 1572
2016
Q1 		$7.81M Sell
288,861
-37,380
-11% -$988K 0.01% 1496
2015
Q4 		$9.79M Buy
326,241
+17,454
+6% +$530K 0.01% 1414
2015
Q3 		$8.8M Sell
308,787
-36,660
-11% -$1.12M 0.01% 1481
2015
Q2 		$10.8M Buy
345,447
+50,961
+17% +$1.58M 0.01% 1413
2015
Q1 		$8.79M Sell
294,486
-36,417
-11% -$1.08M 0.01% 1577
2014
Q4 		$10.1M Buy
+330,903
New +$9.75M 0.01% 1502

Other funds holding IYG

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group's IYG Position: Q2 2026 in Review

UBS Group increased its iShares US Financial Services ETF (IYG) stake by 0.55% in Q2 2026, buying an estimated $53.3K and bringing the position to 111,801 shares worth $10.1M. The position accounts for ﹤0.01% of the portfolio, ranked #3433.

UBS Group first reported a position in IYG in Q4 2014 and has held it in 47 quarters since. The position peaked at $30.6M in Q1 2018. 261 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • UBS Group held 111,801 shares of iShares US Financial Services ETF worth $10.1M as of Q2 2026.
  • UBS Group bought 608 iShares US Financial Services ETF shares in Q2 2026, an estimated $53.3K.
  • iShares US Financial Services ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3433 holding.
  • UBS Group first reported a position in iShares US Financial Services ETF in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's iShares US Financial Services ETF position peaked at $30.6M in Q1 2018.
  • 261 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

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