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
Q1 		$834K Buy
+3,510
New +$878K ﹤0.01% 5693
2025
Q4 		– Sell
-4,500
Closed -$1.11M – 11046
2025
Q3 		$1.11M Sell
4,500
-520
-10% -$123K ﹤0.01% 5484
2025
Q2 		$1.14M Buy
5,020
+2,510
+100% +$514K ﹤0.01% 5332
2025
Q1 		$484K Buy
+2,510
New +$525K ﹤0.01% 5873

Other funds holding QQQM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group's QQQM Position: Q1 2026 in Review

UBS Group reduced its Invesco NASDAQ 100 ETF (QQQM) stake by 3% in Q1 2026, selling an estimated $5.69M and leaving 735,529 shares worth $175M. The position accounts for 0.03% of the portfolio, ranked #683.

UBS Group first reported a position in QQQM in Q2 2021 and has held it in 20 quarters since. The position peaked at $208M in Q3 2025. 1,187 funds tracked by Wall St. Rank hold QQQM as of Q1 2026.

  • UBS Group held 735,529 shares of Invesco NASDAQ 100 ETF worth $175M as of Q1 2026.
  • UBS Group sold 22,729 Invesco NASDAQ 100 ETF shares in Q1 2026, an estimated $5.69M.
  • Invesco NASDAQ 100 ETF made up 0.03% of UBS Group's portfolio in Q1 2026, its #683 holding.
  • UBS Group first reported a position in Invesco NASDAQ 100 ETF in Q2 2021 and has held it in 20 quarters since.
  • UBS Group's Invesco NASDAQ 100 ETF position peaked at $208M in Q3 2025.
  • 1,187 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q1 2026.

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