UBS Group
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UBS Group’s Invesco Global Clean Energy ETF PBD Stock Holding History

UBS Group’s Portfolio PBD Stock Details PBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.09M Buy
172,323
+8,533
+5% +$151K ﹤0.01% 4570
2025
Q4 		$2.63M Buy
163,790
+127,175
+347% +$2.06M ﹤0.01% 4699
2025
Q3 		$552K Buy
36,615
+1,238
+3% +$17.3K ﹤0.01% 6020
2025
Q2 		$446K Buy
35,377
+23,910
+209% +$272K ﹤0.01% 6106
2025
Q1 		$121K Sell
11,467
-17,422
-60% -$200K ﹤0.01% 6898
2024
Q4 		$334K Sell
28,889
-10,929
-27% -$137K ﹤0.01% 6123
2024
Q3 		$558K Sell
39,818
-25,159
-39% -$340K ﹤0.01% 5145
2024
Q2 		$878K Sell
64,977
-2,022
-3% -$28.4K ﹤0.01% 4530
2024
Q1 		$948K Buy
66,999
+13,394
+25% +$188K ﹤0.01% 4644
2023
Q4 		$856K Sell
53,605
-97,732
-65% -$1.43M ﹤0.01% 4644
2023
Q3 		$2.33M Buy
151,337
+92,893
+159% +$1.65M ﹤0.01% 3293
2023
Q2 		$1.1M Sell
58,444
-26,916
-32% -$502K ﹤0.01% 4149
2023
Q1 		$1.68M Buy
85,360
+16,260
+24% +$322K ﹤0.01% 3609
2022
Q4 		$1.27M Buy
69,100
+7,918
+13% +$153K ﹤0.01% 3850
2022
Q3 		$1.17M Sell
61,182
-1,544
-2% -$33.8K ﹤0.01% 3626
2022
Q2 		$1.23M Buy
62,726
+13,706
+28% +$297K ﹤0.01% 3559
2022
Q1 		$1.22M Buy
49,020
+7,843
+19% +$182K ﹤0.01% 3901
2021
Q4 		$1.1M Sell
41,177
-88,392
-68% -$2.57M ﹤0.01% 4298
2021
Q3 		$3.61M Buy
129,569
+7,072
+6% +$207K ﹤0.01% 3016
2021
Q2 		$3.79M Sell
122,497
-3,915
-3% -$117K ﹤0.01% 2965
2021
Q1 		$4.04M Buy
126,412
+56,622
+81% +$2.03M ﹤0.01% 2843
2020
Q4 		$2.42M Buy
69,790
+17,762
+34% +$489K ﹤0.01% 3222
2020
Q3 		$1.14M Buy
52,028
+40,575
+354% +$786K ﹤0.01% 3540
2020
Q2 		$182K Sell
11,453
-2,691
-19% -$37.3K ﹤0.01% 4870
2020
Q1 		$163K Sell
14,144
-12,505
-47% -$179K ﹤0.01% 4886
2019
Q4 		$381K Buy
26,649
+7,847
+42% +$102K ﹤0.01% 5077
2019
Q3 		$229K Sell
18,802
-5,516
-23% -$68.2K ﹤0.01% 5146
2019
Q2 		$305K Sell
24,318
-1,924
-7% -$23.5K ﹤0.01% 4653
2019
Q1 		$314K Buy
26,242
+2,077
+9% +$24.3K ﹤0.01% 4351
2018
Q4 		$252K Sell
24,165
-126,879
-84% -$1.4M ﹤0.01% 4775
2018
Q3 		$1.81M Buy
151,044
+19
+0% +$226 ﹤0.01% 3307
2018
Q2 		$1.78M Buy
151,025
+2,527
+2% +$32.3K ﹤0.01% 3267
2018
Q1 		$1.91M Buy
148,498
+3,103
+2% +$41K ﹤0.01% 3180
2017
Q4 		$1.91M Sell
145,395
-6,209
-4% -$80.3K ﹤0.01% 3244
2017
Q3 		$1.92M Sell
151,604
-15,941
-10% -$196K ﹤0.01% 3161
2017
Q2 		$2M Buy
167,545
+6,181
+4% +$71.3K ﹤0.01% 3012
2017
Q1 		$1.8M Sell
161,364
-2,376
-1% -$25.8K ﹤0.01% 3027
2016
Q4 		$1.7M Buy
163,740
+10,464
+7% +$110K ﹤0.01% 3068
2016
Q3 		$1.71M Buy
153,276
+9,295
+6% +$102K ﹤0.01% 2988
2016
Q2 		$1.53M Sell
143,981
-395
-0.3% -$4.23K ﹤0.01% 3003
2016
Q1 		$1.56M Buy
144,376
+5,421
+4% +$55.4K ﹤0.01% 2883
2015
Q4 		$1.59M Buy
138,955
+27,591
+25% +$313K ﹤0.01% 3020
2015
Q3 		$1.18M Buy
111,364
+61,357
+123% +$702K ﹤0.01% 3209
2015
Q2 		$636K Buy
50,007
+5,990
+14% +$80K ﹤0.01% 3910
2015
Q1 		$553K Sell
44,017
-952
-2% -$11.4K ﹤0.01% 4057
2014
Q4 		$518K Buy
+44,969
New +$540K ﹤0.01% 4168

Other funds holding PBD

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group's PBD Position: Q1 2026 in Review

UBS Group increased its Invesco Global Clean Energy ETF (PBD) stake by 5.2% in Q1 2026, buying an estimated $151K and bringing the position to 172,323 shares worth $3.09M. The position accounts for ﹤0.01% of the portfolio, ranked #4570.

UBS Group first reported a position in PBD in Q4 2014 and has held it in 46 quarters since. The position peaked at $4.04M in Q1 2021. 74 funds tracked by Wall St. Rank hold PBD as of Q1 2026.

  • UBS Group held 172,323 shares of Invesco Global Clean Energy ETF worth $3.09M as of Q1 2026.
  • UBS Group bought 8,533 Invesco Global Clean Energy ETF shares in Q1 2026, an estimated $151K.
  • Invesco Global Clean Energy ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4570 holding.
  • UBS Group first reported a position in Invesco Global Clean Energy ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Invesco Global Clean Energy ETF position peaked at $4.04M in Q1 2021.
  • 74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2026.

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