UBS Group’s iShares MBS ETF MBB Stock Holding History

UBS Group’s Portfolio MBB Stock Details MBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-150,000	Closed	-$13.9M	–	9870
2024 Q1	$13.9M	Buy	+150,000	New	+$13.9M	﹤0.01%	1992

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

UBS Group's MBB Position: Q1 2026 in Review

UBS Group increased its iShares MBS ETF (MBB) stake by 1,028% in Q1 2026, buying an estimated $1.9B and bringing the position to 21,837,225 shares worth $2.07B. The position accounts for 0.31% of the portfolio, ranked #48.

UBS Group first reported a position in MBB in Q4 2014 and has held it in 46 quarters since. 1,021 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

UBS Group held 21,837,225 shares of iShares MBS ETF worth $2.07B as of Q1 2026.
UBS Group bought 19,902,058 iShares MBS ETF shares in Q1 2026, an estimated $1.9B.
iShares MBS ETF made up 0.31% of UBS Group's portfolio in Q1 2026, its #48 holding.
UBS Group first reported a position in iShares MBS ETF in Q4 2014 and has held it in 46 quarters since.
1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

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