UBS Group
PIZ icon

UBS Group’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

UBS Group’s Portfolio PIZ Stock Details PIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.1M Buy
486,865
+191,894
+65% +$9.94M ﹤0.01% 2382
2025
Q4 		$14.4M Buy
294,971
+19,183
+7% +$922K ﹤0.01% 2915
2025
Q3 		$13.1M Buy
275,788
+2,315
+0.8% +$107K ﹤0.01% 3003
2025
Q2 		$12.6M Sell
273,473
-2,798
-1% -$118K ﹤0.01% 2850
2025
Q1 		$10.5M Sell
276,271
-5,869
-2% -$226K ﹤0.01% 2981
2024
Q4 		$10.2M Buy
282,140
+7,455
+3% +$279K ﹤0.01% 3017
2024
Q3 		$10.4M Sell
274,685
-20,741
-7% -$751K ﹤0.01% 2326
2024
Q2 		$10.5M Sell
295,426
-73,488
-20% -$2.55M ﹤0.01% 2176
2024
Q1 		$12.7M Buy
368,914
+23,071
+7% +$759K ﹤0.01% 2066
2023
Q4 		$11M Sell
345,843
-2,335
-0.7% -$68.6K ﹤0.01% 2015
2023
Q3 		$9.98M Buy
348,178
+717
+0.2% +$21.8K ﹤0.01% 1982
2023
Q2 		$10.6M Buy
347,461
+3,052
+0.9% +$92.1K ﹤0.01% 1920
2023
Q1 		$10.3M Buy
344,409
+18,901
+6% +$554K ﹤0.01% 1868
2022
Q4 		$8.94M Sell
325,508
-33,307
-9% -$897K ﹤0.01% 2004
2022
Q3 		$8.71M Sell
358,815
-44,324
-11% -$1.23M ﹤0.01% 1910
2022
Q2 		$11.1M Buy
403,139
+1,326
+0.3% +$40.6K ﹤0.01% 1729
2022
Q1 		$13.5M Buy
401,813
+24,830
+7% +$844K ﹤0.01% 1712
2021
Q4 		$15.2M Buy
376,983
+5,554
+1% +$219K ﹤0.01% 1783
2021
Q3 		$14.1M Buy
371,429
+29,836
+9% +$1.19M ﹤0.01% 1776
2021
Q2 		$12.9M Buy
341,593
+11,961
+4% +$439K ﹤0.01% 1829
2021
Q1 		$11.2M Sell
329,632
-21,928
-6% -$747K ﹤0.01% 1855
2020
Q4 		$11.9M Sell
351,560
-14,243
-4% -$459K ﹤0.01% 1723
2020
Q3 		$11.3M Buy
365,803
+11,298
+3% +$339K ﹤0.01% 1559
2020
Q2 		$9.79M Sell
354,505
-162,932
-31% -$4.15M ﹤0.01% 1528
2020
Q1 		$11.7M Sell
517,437
-5,624
-1% -$152K 0.01% 1294
2019
Q4 		$15.1M Sell
523,061
-16,799
-3% -$462K 0.01% 1592
2019
Q3 		$14.2M Sell
539,860
-137,580
-20% -$3.69M 0.01% 1484
2019
Q2 		$18.3M Buy
677,440
+123,909
+22% +$3.28M 0.01% 1275
2019
Q1 		$14.3M Buy
553,531
+26,502
+5% +$658K 0.01% 1391
2018
Q4 		$12.1M Sell
527,029
-206,447
-28% -$5.03M 0.01% 1427
2018
Q3 		$20.1M Buy
733,476
+4,210
+0.6% +$117K 0.01% 1208
2018
Q2 		$20M Sell
729,266
-10,765
-1% -$302K 0.01% 1168
2018
Q1 		$20.6M Sell
740,031
-15,028
-2% -$426K 0.01% 1141
2017
Q4 		$20.9M Buy
755,059
+13,646
+2% +$373K 0.01% 1174
2017
Q3 		$20.1M Buy
741,413
+175,221
+31% +$4.62M 0.01% 1096
2017
Q2 		$14.5M Buy
566,192
+40,215
+8% +$1M 0.01% 1257
2017
Q1 		$12.3M Buy
525,977
+4,655
+0.9% +$105K 0.01% 1338
2016
Q4 		$11.2M Sell
521,322
-36,037
-6% -$789K 0.01% 1414
2016
Q3 		$13.2M Sell
557,359
-99,210
-15% -$2.31M 0.01% 1222
2016
Q2 		$14.9M Sell
656,569
-106,413
-14% -$2.46M 0.01% 1117
2016
Q1 		$17.6M Sell
762,982
-61,310
-7% -$1.35M 0.01% 968
2015
Q4 		$19.5M Sell
824,292
-39,748
-5% -$932K 0.01% 975
2015
Q3 		$19.4M Sell
864,040
-536,094
-38% -$12.6M 0.01% 915
2015
Q2 		$33.4M Buy
1,400,134
+103,836
+8% +$2.64M 0.02% 694
2015
Q1 		$32.3M Buy
1,296,298
+23,227
+2% +$571K 0.02% 696
2014
Q4 		$30.6M Buy
+1,273,071
New +$30.7M 0.02% 744

Other funds holding PIZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 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
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group's PIZ Position: Q1 2026 in Review

UBS Group increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 65% in Q1 2026, buying an estimated $9.94M and bringing the position to 486,865 shares worth $24.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2382.

UBS Group first reported a position in PIZ in Q4 2014 and has held it in 46 quarters since. The position peaked at $33.4M in Q2 2015. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

  • UBS Group held 486,865 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $24.1M as of Q1 2026.
  • UBS Group bought 191,894 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2026, an estimated $9.94M.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2382 holding.
  • UBS Group first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $33.4M in Q2 2015.
  • 104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

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