UBS Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

UBS Group’s Portfolio KBE Stock Details KBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.82M	Buy	+100,000	New	+$6.41M	﹤0.01%	3853
2026 Q1	–	Sell	-150,000	Closed	-$9.1M	–	10856
2025 Q4	$9.1M	Hold	150,000	–	–	﹤0.01%	3391
2025 Q3	$8.91M	Sell	150,000 -100	-0.1%	-$5.89K	﹤0.01%	3427
2025 Q2	$8.37M	Buy	150,100 +100	+0.1%	+$5.21K	﹤0.01%	3275
2025 Q1	$7.94M	Buy	+150,000	New	+$8.41M	﹤0.01%	3299
2024 Q1	–	Sell	-132,400	Closed	-$6.09M	–	9699
2023 Q4	$6.09M	Hold	132,400	–	–	﹤0.01%	2563
2023 Q3	$4.88M	Buy	+132,400	New	+$5.16M	﹤0.01%	2591
2023 Q2	–	Sell	-401,300	Closed	-$14.9M	–	9282
2023 Q1	$14.9M	Buy	401,300 +274,600	+217%	+$12.3M	0.01%	1618
2022 Q4	$5.72M	Sell	126,700 -5,000	-4%	-$235K	﹤0.01%	2371
2022 Q3	$5.83M	Hold	131,700	–	–	﹤0.01%	2219
2022 Q2	$5.78M	Hold	131,700	–	–	﹤0.01%	2248
2022 Q1	$6.89M	Sell	131,700 -565,500	-81%	-$31.6M	﹤0.01%	2242
2021 Q4	$38M	Buy	697,200 +54,200	+8%	+$3M	0.01%	1129
2021 Q3	$34M	Buy	643,000 +100,000	+18%	+$5.08M	0.01%	1098
2021 Q2	$27.9M	Sell	543,000 -100,000	-16%	-$5.34M	0.01%	1232
2021 Q1	$33.4M	Hold	643,000	–	–	0.01%	1088
2020 Q4	$26.9M	Buy	643,000 +428,000	+199%	+$15.9M	0.01%	1154
2020 Q3	$6.33M	Hold	215,000	–	–	﹤0.01%	1984
2020 Q2	$6.78M	Buy	215,000 +60,000	+39%	+$1.81M	﹤0.01%	1814
2020 Q1	$4.18M	Buy	+155,000	New	+$6.2M	﹤0.01%	2088
2018 Q4	–	Sell	-75,000	Closed	-$3.49M	–	8166
2018 Q3	$3.49M	Hold	75,000	–	–	﹤0.01%	2688
2018 Q2	$3.54M	Hold	75,000	–	–	﹤0.01%	2643
2018 Q1	$3.59M	Buy	+75,000	New	+$3.73M	﹤0.01%	2614
2017 Q2	–	Sell	-800	Closed	-$34K	–	7823
2017 Q1	$34K	Buy	+800	New	+$35.2K	﹤0.01%	5769
2015 Q3	–	Sell	-100	Closed	-$4K	–	8519
2015 Q2	$4K	Buy	+100	New	+$3.5K	﹤0.01%	7974

Other funds holding KBE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group's KBE Position: Q2 2026 in Review

UBS Group reduced its State Street SPDR S&P Bank ETF (KBE) stake by 20% in Q2 2026, selling an estimated $8.21M and leaving 524,433 shares worth $35.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2082.

UBS Group first reported a position in KBE in Q4 2014 and has held it in 47 quarters since. The position peaked at $80.3M in Q2 2017. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

UBS Group held 524,433 shares of State Street SPDR S&P Bank ETF worth $35.8M as of Q2 2026.
UBS Group sold 128,077 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $8.21M.
State Street SPDR S&P Bank ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2082 holding.
UBS Group first reported a position in State Street SPDR S&P Bank ETF in Q4 2014 and has held it in 47 quarters since.
UBS Group's State Street SPDR S&P Bank ETF position peaked at $80.3M in Q2 2017.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

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