UBS Group
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UBS Group’s Invesco KBW Bank ETF KBWB Stock Holding History

UBS Group’s Portfolio KBWB Stock Details KBWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-55,200
Closed -$4.37M – 10763
2026
Q1 		$4.37M Buy
+55,200
New +$4.61M ﹤0.01% 4207
2025
Q3 		– Sell
-268,100
Closed -$19.2M – 10629
2025
Q2 		$19.2M Buy
+268,100
New +$17M ﹤0.01% 2400

Other funds holding KBWB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group's KBWB Position: Q2 2026 in Review

UBS Group increased its Invesco KBW Bank ETF (KBWB) stake by 9.4% in Q2 2026, buying an estimated $4.04M and bringing the position to 538,544 shares worth $50.1M. The position accounts for 0.01% of the portfolio, ranked #1739.

UBS Group first reported a position in KBWB in Q4 2014 and has held it in 47 quarters since. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • UBS Group held 538,544 shares of Invesco KBW Bank ETF worth $50.1M as of Q2 2026.
  • UBS Group bought 46,146 Invesco KBW Bank ETF shares in Q2 2026, an estimated $4.04M.
  • Invesco KBW Bank ETF made up 0.01% of UBS Group's portfolio in Q2 2026, its #1739 holding.
  • UBS Group first reported a position in Invesco KBW Bank ETF in Q4 2014 and has held it in 47 quarters since.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

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