UBS Group
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UBS Group’s iShares Global Utilities ETF JXI Stock Holding History

UBS Group’s Portfolio JXI Stock Details JXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.83M Buy
21,579
+1,417
+7% +$121K ﹤0.01% 5185
2026
Q1 		$1.74M Buy
20,162
+2,883
+17% +$242K ﹤0.01% 5095
2025
Q4 		$1.36M Sell
17,279
-1,304
-7% -$104K ﹤0.01% 5309
2025
Q3 		$1.44M Buy
18,583
+978
+6% +$73.6K ﹤0.01% 5261
2025
Q2 		$1.3M Buy
17,605
+1,158
+7% +$82.7K ﹤0.01% 5215
2025
Q1 		$1.14M Sell
16,447
-42,704
-72% -$2.84M ﹤0.01% 5174
2024
Q4 		$3.79M Buy
59,151
+40,138
+211% +$2.73M ﹤0.01% 4119
2024
Q3 		$1.35M Buy
19,013
+485
+3% +$31.6K ﹤0.01% 4372
2024
Q2 		$1.11M Buy
18,528
+1,299
+8% +$79.2K ﹤0.01% 4325
2024
Q1 		$1.02M Sell
17,229
-1,955
-10% -$111K ﹤0.01% 4585
2023
Q4 		$1.12M Sell
19,184
-229
-1% -$12.9K ﹤0.01% 4402
2023
Q3 		$1.05M Sell
19,413
-14,030
-42% -$819K ﹤0.01% 4032
2023
Q2 		$2M Buy
33,443
+7,125
+27% +$434K ﹤0.01% 3525
2023
Q1 		$1.59M Sell
26,318
-8,010
-23% -$475K ﹤0.01% 3669
2022
Q4 		$2.07M Buy
34,328
+4,819
+16% +$279K ﹤0.01% 3359
2022
Q3 		$1.62M Buy
29,509
+3,451
+13% +$213K ﹤0.01% 3343
2022
Q2 		$1.57M Sell
26,058
-255
-1% -$16.2K ﹤0.01% 3345
2022
Q1 		$1.73M Buy
26,313
+5,434
+26% +$340K ﹤0.01% 3573
2021
Q4 		$1.35M Sell
20,879
-22,619
-52% -$1.4M ﹤0.01% 4118
2021
Q3 		$2.56M Buy
43,498
+26,905
+162% +$1.67M ﹤0.01% 3367
2021
Q2 		$986K Sell
16,593
-2,516
-13% -$156K ﹤0.01% 4190
2021
Q1 		$1.16M Buy
19,109
+2,313
+14% +$137K ﹤0.01% 4105
2020
Q4 		$1.01M Sell
16,796
-1,651
-9% -$98.2K ﹤0.01% 4018
2020
Q3 		$1.04M Sell
18,447
-415
-2% -$23.3K ﹤0.01% 3609
2020
Q2 		$1M Buy
18,862
+569
+3% +$30K ﹤0.01% 3501
2020
Q1 		$926K Sell
18,293
-217
-1% -$12.6K ﹤0.01% 3412
2019
Q4 		$1.09M Buy
18,510
+585
+3% +$33.7K ﹤0.01% 4133
2019
Q3 		$1.05M Sell
17,925
-352
-2% -$19.6K ﹤0.01% 3931
2019
Q2 		$998K Sell
18,277
-5,411
-23% -$293K ﹤0.01% 3754
2019
Q1 		$1.28M Buy
23,688
+2,206
+10% +$115K ﹤0.01% 3371
2018
Q4 		$1.05M Sell
21,482
-546
-2% -$27.3K ﹤0.01% 3628
2018
Q3 		$1.08M Buy
22,028
+998
+5% +$49.6K ﹤0.01% 3772
2018
Q2 		$1.03M Sell
21,030
-1,278
-6% -$62.3K ﹤0.01% 3761
2018
Q1 		$1.09M Sell
22,308
-1,142
-5% -$54.7K ﹤0.01% 3638
2017
Q4 		$1.16M Buy
23,450
+1,694
+8% +$87.5K ﹤0.01% 3664
2017
Q3 		$1.1M Sell
21,756
-685
-3% -$34.8K ﹤0.01% 3633
2017
Q2 		$1.1M Buy
22,441
+828
+4% +$41.1K ﹤0.01% 3537
2017
Q1 		$1.04M Sell
21,613
-439
-2% -$20.2K ﹤0.01% 3491
2016
Q4 		$986K Sell
22,052
-2,464
-10% -$111K ﹤0.01% 3550
2016
Q3 		$1.17M Buy
24,516
+14,353
+141% +$694K ﹤0.01% 3303
2016
Q2 		$501K Buy
10,163
+1,071
+12% +$51.2K ﹤0.01% 3886
2016
Q1 		$437K Sell
9,092
-2,370
-21% -$107K ﹤0.01% 3875
2015
Q4 		$504K Sell
11,462
-1,180
-9% -$53K ﹤0.01% 3945
2015
Q3 		$560K Buy
12,642
+987
+8% +$44.4K ﹤0.01% 3810
2015
Q2 		$516K Sell
11,655
-16,661
-59% -$785K ﹤0.01% 4095
2015
Q1 		$1.31M Buy
28,316
+2,263
+9% +$108K ﹤0.01% 3322
2014
Q4 		$1.28M Buy
+26,053
New +$1.28M ﹤0.01% 3370

Other funds holding JXI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group's JXI Position: Q2 2026 in Review

UBS Group increased its iShares Global Utilities ETF (JXI) stake by 7% in Q2 2026, buying an estimated $121K and bringing the position to 21,579 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #5185.

UBS Group first reported a position in JXI in Q4 2014 and has held it in 47 quarters since. The position peaked at $3.79M in Q4 2024. 80 funds tracked by Wall St. Rank hold JXI as of Q2 2026.

  • UBS Group held 21,579 shares of iShares Global Utilities ETF worth $1.83M as of Q2 2026.
  • UBS Group bought 1,417 iShares Global Utilities ETF shares in Q2 2026, an estimated $121K.
  • iShares Global Utilities ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5185 holding.
  • UBS Group first reported a position in iShares Global Utilities ETF in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's iShares Global Utilities ETF position peaked at $3.79M in Q4 2024.
  • 80 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2026.

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