UBS Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

UBS Group’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$426K	Buy	2,004 +504	+34%	+$103K	﹤0.01%	6344
2026 Q1	$288K	Sell	1,500 -302,300	-100%	-$59.9M	﹤0.01%	6424
2025 Q4	$58.2M	Buy	303,800 +105,500	+53%	+$20M	0.01%	1465
2025 Q3	$37.6M	Sell	198,300 -1,600	-0.8%	-$298K	0.01%	1920
2025 Q2	$36.3M	Sell	199,900 -10,300	-5%	-$1.78M	0.01%	1804
2025 Q1	$36.4M	Buy	+210,200	New	+$37.4M	0.01%	1762
2017 Q1	–	Sell	-3,900	Closed	-$338K	–	7917
2016 Q4	$338K	Buy	+3,900	New	+$329K	﹤0.01%	4404
2016 Q3	–	Sell	-1,300	Closed	-$104K	–	7889
2016 Q2	$104K	Buy	1,300 +800	+160%	+$63.6K	﹤0.01%	5005
2016 Q1	$39K	Buy	+500	New	+$36.8K	﹤0.01%	5686
2015 Q3	–	Sell	-1,200	Closed	-$96K	–	8594
2015 Q2	$96K	Buy	+1,200	New	+$98.3K	﹤0.01%	5439
2015 Q1	–	Sell	-100	Closed	-$8K	–	9282
2014 Q4	$8K	Buy	+100	New	+$7.77K	﹤0.01%	8604

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group's RSP Position: Q2 2026 in Review

UBS Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 28% in Q2 2026, selling an estimated $645M and leaving 8,192,436 shares worth $1.74B. The position accounts for 0.22% of the portfolio, ranked #85.

UBS Group first reported a position in RSP in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.18B in Q1 2026. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

UBS Group held 8,192,436 shares of Invesco S&P 500 Equal Weight ETF worth $1.74B as of Q2 2026.
UBS Group sold 3,150,385 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $645M.
Invesco S&P 500 Equal Weight ETF made up 0.22% of UBS Group's portfolio in Q2 2026, its #85 holding.
UBS Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2014 and has held it in 47 quarters since.
UBS Group's Invesco S&P 500 Equal Weight ETF position peaked at $2.18B in Q1 2026.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

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