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 Q1	–	Sell	-260,200	Closed	-$49.8M	–	11071
2025 Q4	$49.8M	Sell	260,200 -690,300	-73%	-$131M	0.01%	1632
2025 Q3	$180M	Buy	950,500 +350,400	+58%	+$65.3M	0.03%	644
2025 Q2	$109M	Sell	600,100 -810,000	-57%	-$140M	0.02%	903
2025 Q1	$244M	Buy	1,410,100 +1,178,100	+508%	+$209M	0.04%	421
2024 Q4	$40.7M	Buy	+232,000	New	+$41.9M	0.01%	1636
2022 Q3	–	Sell	-300	Closed	-$40K	–	10835
2022 Q2	$40K	Buy	+300	New	+$43.9K	﹤0.01%	6101
2022 Q1	–	Sell	-700	Closed	-$114K	–	10807
2021 Q4	$114K	Buy	700 +400	+133%	+$63.2K	﹤0.01%	6194
2021 Q3	$45K	Hold	300	–	–	﹤0.01%	6423
2021 Q2	$45K	Buy	+300	New	+$44.7K	﹤0.01%	6534
2020 Q1	–	Sell	-200	Closed	-$23K	–	8335
2019 Q4	$23K	Buy	+200	New	+$22.2K	﹤0.01%	6796
2017 Q3	–	Sell	-500	Closed	-$46K	–	7949
2017 Q2	$46K	Sell	500 -9,300	-95%	-$853K	﹤0.01%	5716
2017 Q1	$890K	Buy	+9,800	New	+$879K	﹤0.01%	3635
2015 Q1	–	Sell	-52,200	Closed	-$4.18M	–	9283
2014 Q4	$4.18M	Buy	+52,200	New	+$4.06M	﹤0.01%	2247

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

UBS Group's RSP Position: Q1 2026 in Review

UBS Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 15% in Q1 2026, buying an estimated $301M and bringing the position to 11,342,821 shares worth $2.18B. The position accounts for 0.33% of the portfolio, ranked #45.

UBS Group first reported a position in RSP in Q4 2014 and has held it in 46 quarters since. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

UBS Group held 11,342,821 shares of Invesco S&P 500 Equal Weight ETF worth $2.18B as of Q1 2026.
UBS Group bought 1,518,029 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $301M.
Invesco S&P 500 Equal Weight ETF made up 0.33% of UBS Group's portfolio in Q1 2026, its #45 holding.
UBS Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2014 and has held it in 46 quarters since.
2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

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