UBS Group
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UBS Group’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

UBS Group’s Portfolio PBW Stock Details PBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$517K Sell
16,365
-8,889
-35% -$297K ﹤0.01% 6062
2025
Q4 		$771K Sell
25,254
-9,890
-28% -$315K ﹤0.01% 5795
2025
Q3 		$1.01M Sell
35,144
-34,454
-50% -$850K ﹤0.01% 5565
2025
Q2 		$1.39M Buy
69,598
+35,258
+103% +$607K ﹤0.01% 5156
2025
Q1 		$541K Buy
34,340
+9,651
+39% +$181K ﹤0.01% 5795
2024
Q4 		$494K Sell
24,689
-174,556
-88% -$3.56M ﹤0.01% 5842
2024
Q3 		$3.99M Buy
199,245
+162,429
+441% +$3.24M ﹤0.01% 3306
2024
Q2 		$742K Buy
36,816
+8,273
+29% +$178K ﹤0.01% 4685
2024
Q1 		$658K Sell
28,543
-3,414
-11% -$82K ﹤0.01% 4968
2023
Q4 		$950K Sell
31,957
-15,072
-32% -$416K ﹤0.01% 4543
2023
Q3 		$1.48M Buy
47,029
+3,436
+8% +$130K ﹤0.01% 3746
2023
Q2 		$1.75M Buy
43,593
+1,531
+4% +$57K ﹤0.01% 3668
2023
Q1 		$1.7M Sell
42,062
-36,562
-47% -$1.54M ﹤0.01% 3595
2022
Q4 		$3.01M Sell
78,624
-20,790
-21% -$925K ﹤0.01% 2971
2022
Q3 		$4.79M Buy
99,414
+6,355
+7% +$346K ﹤0.01% 2386
2022
Q2 		$4.25M Sell
93,059
-5,590
-6% -$293K ﹤0.01% 2506
2022
Q1 		$6.43M Sell
98,649
-56,055
-36% -$3.36M ﹤0.01% 2302
2021
Q4 		$11M Sell
154,704
-34,896
-18% -$2.85M ﹤0.01% 2054
2021
Q3 		$14.6M Sell
189,600
-4,507
-2% -$368K ﹤0.01% 1739
2021
Q2 		$18.1M Sell
194,107
-44,266
-19% -$3.83M 0.01% 1569
2021
Q1 		$23.5M Buy
238,373
+18,728
+9% +$2.14M 0.01% 1327
2020
Q4 		$22.7M Buy
219,645
+13,139
+6% +$1.06M 0.01% 1259
2020
Q3 		$12.6M Buy
206,506
+91,216
+79% +$4.75M ﹤0.01% 1501
2020
Q2 		$4.68M Buy
115,290
+10,689
+10% +$356K ﹤0.01% 2100
2020
Q1 		$2.8M Sell
104,601
-6,643
-6% -$235K ﹤0.01% 2434
2019
Q4 		$3.81M Buy
111,244
+17,012
+18% +$520K ﹤0.01% 2869
2019
Q3 		$2.75M Buy
94,232
+12,254
+15% +$367K ﹤0.01% 2985
2019
Q2 		$2.44M Buy
81,978
+72,959
+809% +$2.06M ﹤0.01% 2965
2019
Q1 		$242K Buy
9,019
+450
+5% +$11.6K ﹤0.01% 4504
2018
Q4 		$183K Buy
8,569
+350
+4% +$8.11K ﹤0.01% 5027
2018
Q3 		$204K Sell
8,219
-93
-1% -$2.36K ﹤0.01% 5045
2018
Q2 		$207K Sell
8,312
-298
-3% -$7.6K ﹤0.01% 4916
2018
Q1 		$215K Buy
8,610
+49
+0.6% +$1.22K ﹤0.01% 4739
2017
Q4 		$217K Sell
8,561
-659
-7% -$16.2K ﹤0.01% 4849
2017
Q3 		$217K Sell
9,220
-4,326
-32% -$96.2K ﹤0.01% 4787
2017
Q2 		$294K Buy
13,546
+590
+5% +$12.3K ﹤0.01% 4502
2017
Q1 		$259K Buy
12,956
+1,454
+13% +$28.1K ﹤0.01% 4486
2016
Q4 		$212K Buy
11,502
+2,692
+31% +$50.2K ﹤0.01% 4751
2016
Q3 		$170K Sell
8,810
-174
-2% -$3.36K ﹤0.01% 4657
2016
Q2 		$172K Buy
8,984
+298
+3% +$5.81K ﹤0.01% 4635
2016
Q1 		$175K Sell
8,686
-175
-2% -$3.5K ﹤0.01% 4591
2015
Q4 		$210K Sell
8,861
-21,092
-70% -$470K ﹤0.01% 4628
2015
Q3 		$614K Sell
29,953
-553
-2% -$12.8K ﹤0.01% 3724
2015
Q2 		$827K Sell
30,506
-2,072
-6% -$59.4K ﹤0.01% 3719
2015
Q1 		$909K Sell
32,578
-1,233
-4% -$32.7K ﹤0.01% 3656
2014
Q4 		$891K Buy
+33,811
New +$946K ﹤0.01% 3668

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group's PBW Position: Q1 2026 in Review

UBS Group reduced its Invesco WilderHill Clean Energy ETF (PBW) stake by 35% in Q1 2026, selling an estimated $297K and leaving 16,365 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #6062.

UBS Group first reported a position in PBW in Q4 2014 and has held it in 46 quarters since. The position peaked at $23.5M in Q1 2021. 144 funds tracked by Wall St. Rank hold PBW as of Q1 2026.

  • UBS Group held 16,365 shares of Invesco WilderHill Clean Energy ETF worth $517K as of Q1 2026.
  • UBS Group sold 8,889 Invesco WilderHill Clean Energy ETF shares in Q1 2026, an estimated $297K.
  • Invesco WilderHill Clean Energy ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6062 holding.
  • UBS Group first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Invesco WilderHill Clean Energy ETF position peaked at $23.5M in Q1 2021.
  • 144 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2026.

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