UBS Group
QQQM icon

UBS Group’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

UBS Group’s Portfolio QQQM Stock Details QQQM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$227M Buy
748,818
+13,289
+2% +$3.76M 0.03% 593
2026
Q1 		$175M Sell
735,529
-22,729
-3% -$5.69M 0.03% 683
2025
Q4 		$192M Sell
758,258
-83,220
-10% -$21M 0.03% 595
2025
Q3 		$208M Buy
841,478
+51,499
+7% +$12.1M 0.03% 560
2025
Q2 		$179M Buy
789,979
+150,779
+24% +$30.9M 0.03% 587
2025
Q1 		$123M Sell
639,200
-113,178
-15% -$23.7M 0.02% 789
2024
Q4 		$158M Buy
752,378
+199,046
+36% +$41.4M 0.03% 630
2024
Q3 		$111M Buy
553,332
+20,316
+4% +$3.96M 0.02% 673
2024
Q2 		$105M Buy
533,016
+239,009
+81% +$44.2M 0.03% 629
2024
Q1 		$53.7M Buy
294,007
+47,120
+19% +$8.32M 0.01% 993
2023
Q4 		$41.6M Buy
246,887
+89,652
+57% +$14M 0.01% 1091
2023
Q3 		$23.2M Buy
157,235
+54,093
+52% +$8.25M 0.01% 1374
2023
Q2 		$15.7M Buy
103,142
+16,826
+19% +$2.33M 0.01% 1646
2023
Q1 		$11.4M Sell
86,316
-91,823
-52% -$11.1M ﹤0.01% 1799
2022
Q4 		$19.5M Buy
178,139
+88,256
+98% +$10M 0.01% 1431
2022
Q3 		$9.88M Buy
89,883
+58,667
+188% +$7.28M ﹤0.01% 1804
2022
Q2 		$3.6M Buy
31,216
+4,375
+16% +$559K ﹤0.01% 2652
2022
Q1 		$4M Buy
26,841
+2,966
+12% +$433K ﹤0.01% 2760
2021
Q4 		$3.9M Buy
23,875
+7,644
+47% +$1.21M ﹤0.01% 3096
2021
Q3 		$2.39M Buy
16,231
+11,884
+273% +$1.8M ﹤0.01% 3432
2021
Q2 		$633K Buy
+4,347
New +$601K ﹤0.01% 4550

Other funds holding QQQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group's QQQM Position: Q2 2026 in Review

UBS Group increased its Invesco NASDAQ 100 ETF (QQQM) stake by 1.8% in Q2 2026, buying an estimated $3.76M and bringing the position to 748,818 shares worth $227M. The position accounts for 0.03% of the portfolio, ranked #593.

UBS Group first reported a position in QQQM in Q2 2021 and has held it in 21 quarters since. 1,350 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • UBS Group held 748,818 shares of Invesco NASDAQ 100 ETF worth $227M as of Q2 2026.
  • UBS Group bought 13,289 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $3.76M.
  • Invesco NASDAQ 100 ETF made up 0.03% of UBS Group's portfolio in Q2 2026, its #593 holding.
  • UBS Group first reported a position in Invesco NASDAQ 100 ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.