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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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 Singapore $37.3B AUM 12.6% 1-Year Est. Return

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.