UBS Group
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UBS Group’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

UBS Group’s Portfolio PBE Stock Details PBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.46M Buy
68,976
+1,615
+2% +$131K ﹤0.01% 3994
2025
Q4 		$5.53M Sell
67,361
-4,664
-6% -$361K ﹤0.01% 3917
2025
Q3 		$5.03M Sell
72,025
-3,958
-5% -$267K ﹤0.01% 4025
2025
Q2 		$4.87M Buy
75,983
+2,753
+4% +$171K ﹤0.01% 3916
2025
Q1 		$4.65M Sell
73,230
-2,446
-3% -$165K ﹤0.01% 3852
2024
Q4 		$5.03M Sell
75,676
-3,786
-5% -$261K ﹤0.01% 3839
2024
Q3 		$5.55M Buy
79,462
+3,518
+5% +$244K ﹤0.01% 2970
2024
Q2 		$4.92M Sell
75,944
-11,117
-13% -$704K ﹤0.01% 2890
2024
Q1 		$5.63M Buy
87,061
+10,104
+13% +$657K ﹤0.01% 2847
2023
Q4 		$5.07M Sell
76,957
-17,293
-18% -$1.01M ﹤0.01% 2775
2023
Q3 		$5.38M Buy
94,250
+8,266
+10% +$504K ﹤0.01% 2498
2023
Q2 		$5.27M Buy
85,984
+527
+0.6% +$32.9K ﹤0.01% 2525
2023
Q1 		$5.36M Sell
85,457
-3,318
-4% -$214K ﹤0.01% 2448
2022
Q4 		$5.64M Buy
88,775
+3,070
+4% +$195K ﹤0.01% 2380
2022
Q3 		$5.05M Sell
85,705
-5,191
-6% -$320K ﹤0.01% 2337
2022
Q2 		$5.25M Buy
90,896
+64,015
+238% +$3.69M ﹤0.01% 2339
2022
Q1 		$1.67M Sell
26,881
-2,298
-8% -$140K ﹤0.01% 3613
2021
Q4 		$2.08M Sell
29,179
-693
-2% -$50.2K ﹤0.01% 3704
2021
Q3 		$2.24M Buy
29,872
+67
+0.2% +$5.11K ﹤0.01% 3483
2021
Q2 		$2.31M Buy
29,805
+1,568
+6% +$117K ﹤0.01% 3454
2021
Q1 		$2.08M Sell
28,237
-1,471
-5% -$111K ﹤0.01% 3526
2020
Q4 		$2.08M Sell
29,708
-916
-3% -$58K ﹤0.01% 3372
2020
Q3 		$1.73M Sell
30,624
-33,742
-52% -$1.98M ﹤0.01% 3181
2020
Q2 		$3.75M Sell
64,366
-163
-0.3% -$8.88K ﹤0.01% 2277
2020
Q1 		$3M Sell
64,529
-13,152
-17% -$686K ﹤0.01% 2379
2019
Q4 		$4.34M Buy
77,681
+665
+0.9% +$34.7K ﹤0.01% 2731
2019
Q3 		$3.65M Sell
77,016
-14,911
-16% -$764K ﹤0.01% 2683
2019
Q2 		$4.92M Sell
91,927
-91,633
-50% -$4.75M ﹤0.01% 2335
2019
Q1 		$10.1M Buy
183,560
+79,295
+76% +$4.19M ﹤0.01% 1665
2018
Q4 		$4.91M Sell
104,265
-43,387
-29% -$2.23M ﹤0.01% 2168
2018
Q3 		$8.78M Buy
147,652
+23,193
+19% +$1.35M ﹤0.01% 1885
2018
Q2 		$6.81M Buy
124,459
+24,993
+25% +$1.27M ﹤0.01% 2074
2018
Q1 		$4.9M Buy
99,466
+3,275
+3% +$167K ﹤0.01% 2334
2017
Q4 		$4.54M Buy
96,191
+146
+0.2% +$6.84K ﹤0.01% 2447
2017
Q3 		$4.8M Buy
96,045
+2,742
+3% +$130K ﹤0.01% 2252
2017
Q2 		$4.26M Sell
93,303
-22,089
-19% -$954K ﹤0.01% 2293
2017
Q1 		$4.88M Buy
115,392
+2,647
+2% +$111K ﹤0.01% 2107
2016
Q4 		$4.38M Sell
112,745
-9,180
-8% -$371K ﹤0.01% 2213
2016
Q3 		$5.12M Buy
121,925
+11,388
+10% +$468K ﹤0.01% 2003
2016
Q2 		$4.09M Sell
110,537
-32,180
-23% -$1.26M ﹤0.01% 2127
2016
Q1 		$5.46M Sell
142,717
-105,423
-42% -$4.1M ﹤0.01% 1794
2015
Q4 		$12.5M Sell
248,140
-75,877
-23% -$3.75M 0.01% 1256
2015
Q3 		$14.8M Sell
324,017
-52,937
-14% -$2.96M 0.01% 1094
2015
Q2 		$22M Sell
376,954
-3,751
-1% -$214K 0.01% 925
2015
Q1 		$21M Buy
380,705
+38,265
+11% +$2.07M 0.01% 929
2014
Q4 		$17.2M Buy
+342,440
New +$16.8M 0.01% 1099

Other funds holding PBE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group's PBE Position: Q1 2026 in Review

UBS Group increased its Invesco Biotechnology & Genome ETF (PBE) stake by 2.4% in Q1 2026, buying an estimated $131K and bringing the position to 68,976 shares worth $5.46M. The position accounts for ﹤0.01% of the portfolio, ranked #3994.

UBS Group first reported a position in PBE in Q4 2014 and has held it in 46 quarters since. The position peaked at $22M in Q2 2015. 100 funds tracked by Wall St. Rank hold PBE as of Q1 2026.

  • UBS Group held 68,976 shares of Invesco Biotechnology & Genome ETF worth $5.46M as of Q1 2026.
  • UBS Group bought 1,615 Invesco Biotechnology & Genome ETF shares in Q1 2026, an estimated $131K.
  • Invesco Biotechnology & Genome ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3994 holding.
  • UBS Group first reported a position in Invesco Biotechnology & Genome ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Invesco Biotechnology & Genome ETF position peaked at $22M in Q2 2015.
  • 100 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2026.

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