UBS Group
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UBS Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

UBS Group’s Portfolio MTUM Stock Details MTUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$816K Buy
+3,400
New +$854K ﹤0.01% 5708
2025
Q2 		– Sell
-100,000
Closed -$20.2M – 10638
2025
Q1 		$20.2M Buy
+100,000
New +$21.4M ﹤0.01% 2316
2020
Q1 		– Sell
-200
Closed -$25K – 8238
2019
Q4 		$25K Buy
+200
New +$24.3K ﹤0.01% 6751

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

UBS Group's MTUM Position: Q1 2026 in Review

UBS Group reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 8.5% in Q1 2026, selling an estimated $16.5M and leaving 707,960 shares worth $170M. The position accounts for 0.03% of the portfolio, ranked #698.

UBS Group first reported a position in MTUM in Q4 2014 and has held it in 46 quarters since. The position peaked at $276M in Q3 2019. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • UBS Group held 707,960 shares of iShares MSCI USA Momentum Factor ETF worth $170M as of Q1 2026.
  • UBS Group sold 65,593 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $16.5M.
  • iShares MSCI USA Momentum Factor ETF made up 0.03% of UBS Group's portfolio in Q1 2026, its #698 holding.
  • UBS Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's iShares MSCI USA Momentum Factor ETF position peaked at $276M in Q3 2019.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

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