UBS Group
PSP icon

UBS Group’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

UBS Group’s Portfolio PSP Stock Details PSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.52M Buy
26,827
+8,111
+43% +$509K ﹤0.01% 5213
2025
Q4 		$1.26M Sell
18,716
-23,947
-56% -$1.6M ﹤0.01% 5388
2025
Q3 		$2.94M Buy
42,663
+24,424
+134% +$1.73M ﹤0.01% 4583
2025
Q2 		$1.26M Buy
18,239
+1,145
+7% +$74K ﹤0.01% 5241
2025
Q1 		$1.1M Buy
17,094
+2,089
+14% +$142K ﹤0.01% 5208
2024
Q4 		$1M Sell
15,005
-5,843
-28% -$402K ﹤0.01% 5300
2024
Q3 		$1.42M Buy
20,848
+7,436
+55% +$476K ﹤0.01% 4319
2024
Q2 		$819K Buy
13,412
+2,025
+18% +$131K ﹤0.01% 4599
2024
Q1 		$751K Buy
11,387
+1
+0% +$63 ﹤0.01% 4846
2023
Q4 		$708K Buy
11,386
+1,784
+19% +$96.6K ﹤0.01% 4794
2023
Q3 		$496K Sell
9,602
-1,259
-12% -$67.5K ﹤0.01% 4660
2023
Q2 		$571K Sell
10,861
-332
-3% -$17.2K ﹤0.01% 4709
2023
Q1 		$566K Buy
11,193
+163
+1% +$8.46K ﹤0.01% 4590
2022
Q4 		$521K Sell
11,030
-5,951
-35% -$281K ﹤0.01% 4661
2022
Q3 		$718K Sell
16,981
-1,156
-6% -$58K ﹤0.01% 4033
2022
Q2 		$890K Sell
18,137
-3,689
-17% -$207K ﹤0.01% 3829
2022
Q1 		$1.41M Sell
21,826
-4,004
-16% -$271K ﹤0.01% 3768
2021
Q4 		$2M Sell
25,830
-586
-2% -$46.4K ﹤0.01% 3729
2021
Q3 		$1.98M Buy
26,416
+2,022
+8% +$161K ﹤0.01% 3584
2021
Q2 		$1.87M Sell
24,394
-344
-1% -$26.8K ﹤0.01% 3631
2021
Q1 		$1.79M Sell
24,738
-25,743
-51% -$1.83M ﹤0.01% 3666
2020
Q4 		$3.4M Buy
50,481
+11,691
+30% +$711K ﹤0.01% 2865
2020
Q3 		$2.11M Sell
38,790
-1,696
-4% -$92.7K ﹤0.01% 2993
2020
Q2 		$2.1M Buy
40,486
+3,042
+8% +$144K ﹤0.01% 2831
2020
Q1 		$1.52M Buy
37,444
+22,164
+145% +$1.28M ﹤0.01% 3015
2019
Q4 		$977K Buy
15,280
+1,970
+15% +$121K ﹤0.01% 4237
2019
Q3 		$787K Sell
13,310
-157
-1% -$9.35K ﹤0.01% 4177
2019
Q2 		$804K Sell
13,467
-22,435
-62% -$1.33M ﹤0.01% 3922
2019
Q1 		$2.06M Sell
35,902
-1,422
-4% -$78.9K ﹤0.01% 2971
2018
Q4 		$1.87M Sell
37,324
-85,379
-70% -$4.67M ﹤0.01% 3104
2018
Q3 		$7.55M Buy
122,703
+8,422
+7% +$524K ﹤0.01% 2011
2018
Q2 		$6.85M Buy
114,281
+97,804
+594% +$5.97M ﹤0.01% 2067
2018
Q1 		$992K Buy
16,477
+225
+1% +$14.3K ﹤0.01% 3711
2017
Q4 		$1.01M Sell
16,252
-112,541
-87% -$7.1M ﹤0.01% 3777
2017
Q3 		$8.16M Buy
128,793
+112,507
+691% +$7.1M ﹤0.01% 1772
2017
Q2 		$1.01M Sell
16,286
-147
-0.9% -$9.03K ﹤0.01% 3601
2017
Q1 		$960K Sell
16,433
-4,194
-20% -$244K ﹤0.01% 3568
2016
Q4 		$1.15M Sell
20,627
-35,529
-63% -$1.92M ﹤0.01% 3432
2016
Q3 		$3.05M Sell
56,156
-1,842
-3% -$98.4K ﹤0.01% 2458
2016
Q2 		$2.92M Buy
57,998
+90
+0.2% +$4.66K ﹤0.01% 2453
2016
Q1 		$2.98M Buy
57,908
+15,869
+38% +$768K ﹤0.01% 2323
2015
Q4 		$2.21M Sell
42,039
-171,229
-80% -$9.28M ﹤0.01% 2699
2015
Q3 		$11.2M Buy
213,268
+136,066
+176% +$7.67M 0.01% 1291
2015
Q2 		$4.47M Buy
77,202
+1,744
+2% +$104K ﹤0.01% 2188
2015
Q1 		$4.26M Sell
75,458
-24,578
-25% -$1.38M ﹤0.01% 2206
2014
Q4 		$5.49M Buy
+100,036
New +$5.51M ﹤0.01% 2015

Other funds holding PSP

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWM
Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

UBS Group's PSP Position: Q1 2026 in Review

UBS Group increased its Invesco Global Listed Private Equity ETF (PSP) stake by 43% in Q1 2026, buying an estimated $509K and bringing the position to 26,827 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #5213.

UBS Group first reported a position in PSP in Q4 2014 and has held it in 46 quarters since. The position peaked at $11.2M in Q3 2015. 97 funds tracked by Wall St. Rank hold PSP as of Q1 2026.

  • UBS Group held 26,827 shares of Invesco Global Listed Private Equity ETF worth $1.52M as of Q1 2026.
  • UBS Group bought 8,111 Invesco Global Listed Private Equity ETF shares in Q1 2026, an estimated $509K.
  • Invesco Global Listed Private Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5213 holding.
  • UBS Group first reported a position in Invesco Global Listed Private Equity ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Invesco Global Listed Private Equity ETF position peaked at $11.2M in Q3 2015.
  • 97 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2026.

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