UBS Group
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UBS Group’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

UBS Group’s Portfolio KBWP Stock Details KBWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.66M Sell
13,961
-5,752
-29% -$706K ﹤0.01% 5135
2025
Q4 		$2.51M Sell
19,713
-3,278
-14% -$402K ﹤0.01% 4753
2025
Q3 		$2.84M Buy
22,991
+1,461
+7% +$175K ﹤0.01% 4633
2025
Q2 		$2.64M Buy
21,530
+6,383
+42% +$773K ﹤0.01% 4529
2025
Q1 		$1.89M Sell
15,147
-4,910
-24% -$573K ﹤0.01% 4750
2024
Q4 		$2.33M Buy
20,057
+11,452
+133% +$1.36M ﹤0.01% 4580
2024
Q3 		$994K Buy
8,605
+6,378
+286% +$699K ﹤0.01% 4662
2024
Q2 		$228K Buy
2,227
+1,198
+116% +$125K ﹤0.01% 5576
2024
Q1 		$111K Sell
1,029
-35
-3% -$3.48K ﹤0.01% 6184
2023
Q4 		$96.3K Sell
1,064
-917
-46% -$81.2K ﹤0.01% 6192
2023
Q3 		$167K Sell
1,981
-17,018
-90% -$1.42M ﹤0.01% 5486
2023
Q2 		$1.56M Buy
18,999
+4,539
+31% +$376K ﹤0.01% 3785
2023
Q1 		$1.2M Sell
14,460
-7,565
-34% -$659K ﹤0.01% 3943
2022
Q4 		$1.9M Sell
22,025
-1,017
-4% -$85K ﹤0.01% 3441
2022
Q3 		$1.7M Sell
23,042
-2,146
-9% -$167K ﹤0.01% 3298
2022
Q2 		$2.04M Buy
25,188
+5,372
+27% +$447K ﹤0.01% 3132
2022
Q1 		$1.73M Buy
19,816
+19,781
+56,517% +$1.62M ﹤0.01% 3577
2021
Q4 		$3K Sell
35
-2,702
-99% -$212K ﹤0.01% 9663
2021
Q3 		$208K Buy
2,737
+2,573
+1,569% +$200K ﹤0.01% 5281
2021
Q2 		$13K Sell
164
-2,483
-94% -$193K ﹤0.01% 7785
2021
Q1 		$199K Buy
2,647
+2,394
+946% +$170K ﹤0.01% 5490
2020
Q4 		$17K Sell
253
-5,671
-96% -$359K ﹤0.01% 7056
2020
Q3 		$334K Buy
5,924
+3,458
+140% +$201K ﹤0.01% 4467
2020
Q2 		$138K Sell
2,466
-928
-27% -$50.1K ﹤0.01% 5067
2020
Q1 		$181K Sell
3,394
-11,948
-78% -$794K ﹤0.01% 4795
2019
Q4 		$1.09M Buy
15,342
+352
+2% +$25K ﹤0.01% 4123
2019
Q3 		$1.11M Buy
14,990
+8,600
+135% +$618K ﹤0.01% 3876
2019
Q2 		$446K Buy
6,390
+153
+2% +$10.2K ﹤0.01% 4386
2019
Q1 		$386K Sell
6,237
-3,373
-35% -$205K ﹤0.01% 4217
2018
Q4 		$544K Sell
9,610
-2,425
-20% -$145K ﹤0.01% 4195
2018
Q3 		$768K Buy
12,035
+1,084
+10% +$67.9K ﹤0.01% 4079
2018
Q2 		$652K Sell
10,951
-3,471
-24% -$212K ﹤0.01% 4119
2018
Q1 		$894K Sell
14,422
-60,200
-81% -$3.63M ﹤0.01% 3803
2017
Q4 		$4.43M Buy
74,622
+2,792
+4% +$166K ﹤0.01% 2472
2017
Q3 		$4.17M Sell
71,830
-56,453
-44% -$3.3M ﹤0.01% 2390
2017
Q2 		$7.46M Buy
128,283
+4,529
+4% +$258K ﹤0.01% 1780
2017
Q1 		$7.05M Buy
123,754
+14,523
+13% +$823K ﹤0.01% 1783
2016
Q4 		$6.08M Buy
109,231
+6,217
+6% +$328K ﹤0.01% 1925
2016
Q3 		$5.19M Buy
103,014
+52,338
+103% +$2.63M ﹤0.01% 1982
2016
Q2 		$2.53M Buy
50,676
+772
+2% +$37.5K ﹤0.01% 2580
2016
Q1 		$2.45M Buy
49,904
+30,844
+162% +$1.44M ﹤0.01% 2492
2015
Q4 		$916K Buy
19,060
+2,744
+17% +$132K ﹤0.01% 3479
2015
Q3 		$745K Buy
16,316
+15,878
+3,625% +$735K ﹤0.01% 3598
2015
Q2 		$19K Buy
+438
New +$19.2K ﹤0.01% 6914

Other funds holding KBWP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
RFS
RM Financial Services Falmouth, Maine $116M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

UBS Group's KBWP Position: Q1 2026 in Review

UBS Group reduced its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 29% in Q1 2026, selling an estimated $706K and leaving 13,961 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #5135.

UBS Group first reported a position in KBWP in Q2 2015 and has held it in 44 quarters since. The position peaked at $7.46M in Q2 2017. 59 funds tracked by Wall St. Rank hold KBWP as of Q1 2026.

  • UBS Group held 13,961 shares of Invesco KBW Property & Casualty Insurance ETF worth $1.66M as of Q1 2026.
  • UBS Group sold 5,752 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2026, an estimated $706K.
  • Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5135 holding.
  • UBS Group first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2015 and has held it in 44 quarters since.
  • UBS Group's Invesco KBW Property & Casualty Insurance ETF position peaked at $7.46M in Q2 2017.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2026.

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