UBS Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.18M | Sell |
154,200
-283,940
| -65% | -$17.7M | ﹤0.01% | 3455 |
|
|
2025
Q4 | $26.6M | Buy |
438,140
+63,840
| +17% | +$3.76M | ﹤0.01% | 2310 |
|
|
2025
Q3 | $22.2M | Sell |
374,300
-251,300
| -40% | -$14.8M | ﹤0.01% | 2440 |
|
|
2025
Q2 | $34.9M | Buy |
625,600
+575,600
| +1,151% | +$30M | 0.01% | 1849 |
|
|
2025
Q1 | $2.65M | Buy |
+50,000
| New | +$2.8M | ﹤0.01% | 4441 |
|
|
2024
Q2 | – | Sell |
-229,900
| Closed | -$10.8M | – | 9820 |
|
|
2024
Q1 | $10.8M | Buy |
+229,900
| New | +$10.3M | ﹤0.01% | 2204 |
|
|
2023
Q4 | – | Sell |
-132,400
| Closed | -$4.88M | – | 9610 |
|
|
2023
Q3 | $4.88M | Buy |
+132,400
| New | +$5.16M | ﹤0.01% | 2590 |
|
|
2023
Q2 | – | Sell |
-208,300
| Closed | -$7.72M | – | 9281 |
|
|
2023
Q1 | $7.72M | Buy |
+208,300
| New | +$9.36M | ﹤0.01% | 2109 |
|
|
2021
Q4 | – | Sell |
-28,000
| Closed | -$1.48M | – | 10479 |
|
|
2021
Q3 | $1.48M | Hold |
28,000
| – | – | ﹤0.01% | 3845 |
|
|
2021
Q2 | $1.44M | Hold |
28,000
| – | – | ﹤0.01% | 3868 |
|
|
2021
Q1 | $1.45M | Hold |
28,000
| – | – | ﹤0.01% | 3876 |
|
|
2020
Q4 | $1.17M | Buy |
+28,000
| New | +$1.04M | ﹤0.01% | 3884 |
|
|
2020
Q2 | – | Sell |
-10,300
| Closed | -$278K | – | 8154 |
|
|
2020
Q1 | $278K | Sell |
10,300
-45,000
| -81% | -$1.8M | ﹤0.01% | 4455 |
|
|
2019
Q4 | $2.62M | Buy |
+55,300
| New | +$2.51M | ﹤0.01% | 3282 |
|
|
2019
Q2 | – | Sell |
-27,200
| Closed | -$1.14M | – | 8015 |
|
|
2019
Q1 | $1.14M | Buy |
27,200
+14,200
| +109% | +$609K | ﹤0.01% | 3477 |
|
|
2018
Q4 | $486K | Sell |
13,000
-43,600
| -77% | -$1.85M | ﹤0.01% | 4293 |
|
|
2018
Q3 | $2.64M | Buy |
56,600
+29,800
| +111% | +$1.45M | ﹤0.01% | 2964 |
|
|
2018
Q2 | $1.26M | Sell |
26,800
-22,100
| -45% | -$1.08M | ﹤0.01% | 3578 |
|
|
2018
Q1 | $2.34M | Sell |
48,900
-33,400
| -41% | -$1.66M | ﹤0.01% | 3004 |
|
|
2017
Q4 | $3.9M | Buy |
+82,300
| New | +$3.79M | ﹤0.01% | 2600 |
|
|
2017
Q3 | – | Sell |
-200,000
| Closed | -$8.7M | – | 7861 |
|
|
2017
Q2 | $8.7M | Buy |
+200,000
| New | +$8.5M | ﹤0.01% | 1658 |
|
|
2016
Q3 | – | Sell |
-39,700
| Closed | -$1.21M | – | 7809 |
|
|
2016
Q2 | $1.21M | Buy |
+39,700
| New | +$1.26M | ﹤0.01% | 3212 |
|
|
2015
Q4 | – | Sell |
-37,500
| Closed | -$1.25M | – | 8464 |
|
|
2015
Q3 | $1.25M | Buy |
+37,500
| New | +$1.31M | ﹤0.01% | 3153 |
|
Other funds holding KBE
WBG
UBS Group's KBE Position: Q1 2026 in Review
UBS Group reduced its State Street SPDR S&P Bank ETF (KBE) stake by 4.7% in Q1 2026, selling an estimated $1.99M and leaving 652,510 shares worth $38.9M. The position accounts for 0.01% of the portfolio, ranked #1895.
UBS Group first reported a position in KBE in Q4 2014 and has held it in 46 quarters since. The position peaked at $80.3M in Q2 2017. 249 funds tracked by Wall St. Rank hold KBE as of Q1 2026.
- UBS Group held 652,510 shares of State Street SPDR S&P Bank ETF worth $38.9M as of Q1 2026.
- UBS Group sold 31,954 State Street SPDR S&P Bank ETF shares in Q1 2026, an estimated $1.99M.
- State Street SPDR S&P Bank ETF made up 0.01% of UBS Group's portfolio in Q1 2026, its #1895 holding.
- UBS Group first reported a position in State Street SPDR S&P Bank ETF in Q4 2014 and has held it in 46 quarters since.
- UBS Group's State Street SPDR S&P Bank ETF position peaked at $80.3M in Q2 2017.
- 249 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.