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
2023
Q4 		– Sell
-30,000
Closed -$1.2M – 9612
2023
Q3 		$1.2M Buy
+30,000
New +$1.28M ﹤0.01% 3912
2022
Q1 		– Sell
-500
Closed -$34K – 10583
2021
Q4 		$34K Hold
500
– – ﹤0.01% 7265
2021
Q3 		$34K Hold
500
– – ﹤0.01% 6644
2021
Q2 		$32K Buy
+500
New +$32.9K ﹤0.01% 6852

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS Group's KBWB Position: Q1 2026 in Review

UBS Group increased its Invesco KBW Bank ETF (KBWB) stake by 62% in Q1 2026, buying an estimated $15.7M and bringing the position to 492,398 shares worth $39M. The position accounts for 0.01% of the portfolio, ranked #1889.

UBS Group first reported a position in KBWB in Q4 2014 and has held it in 46 quarters since. The position peaked at $40.9M in Q1 2018. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • UBS Group held 492,398 shares of Invesco KBW Bank ETF worth $39M as of Q1 2026.
  • UBS Group bought 187,701 Invesco KBW Bank ETF shares in Q1 2026, an estimated $15.7M.
  • Invesco KBW Bank ETF made up 0.01% of UBS Group's portfolio in Q1 2026, its #1889 holding.
  • UBS Group first reported a position in Invesco KBW Bank ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Invesco KBW Bank ETF position peaked at $40.9M in Q1 2018.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.