UBS Group
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UBS Group’s Invesco Solar ETF TAN Stock Holding History

UBS Group’s Portfolio TAN Stock Details TAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.91M Buy
+160,000
New +$8.85M ﹤0.01% 3484
2025
Q3 		– Sell
-406,300
Closed -$13.9M – 10913
2025
Q2 		$13.9M Buy
406,300
+236,300
+139% +$7.42M ﹤0.01% 2762
2025
Q1 		$5.18M Sell
170,000
-270,000
-61% -$9.03M ﹤0.01% 3749
2024
Q4 		$14.6M Buy
440,000
+340,000
+340% +$12.5M ﹤0.01% 2665
2024
Q3 		$4.31M Sell
100,000
-299,700
-75% -$12.3M ﹤0.01% 3227
2024
Q2 		$16.1M Buy
399,700
+359,700
+899% +$15.7M ﹤0.01% 1854
2024
Q1 		$1.81M Sell
40,000
-250,000
-86% -$11.2M ﹤0.01% 4045
2023
Q4 		$15.5M Buy
+290,000
New +$13.6M ﹤0.01% 1769
2023
Q2 		– Sell
-138,000
Closed -$10.7M – 9634
2023
Q1 		$10.7M Buy
+138,000
New +$10.6M ﹤0.01% 1844
2022
Q1 		– Sell
-133,600
Closed -$10.3M – 10881
2021
Q4 		$10.3M Hold
133,600
– – ﹤0.01% 2117
2021
Q3 		$10.7M Sell
133,600
-65,000
-33% -$5.47M ﹤0.01% 1975
2021
Q2 		$17.7M Buy
+198,600
New +$16.2M 0.01% 1587

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HI
Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return

UBS Group's TAN Position: Q1 2026 in Review

UBS Group increased its Invesco Solar ETF (TAN) stake by 83% in Q1 2026, buying an estimated $4.47M and bringing the position to 177,817 shares worth $9.91M. The position accounts for ﹤0.01% of the portfolio, ranked #3365.

UBS Group first reported a position in TAN in Q4 2014 and has held it in 46 quarters since. The position peaked at $42M in Q4 2020. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

  • UBS Group held 177,817 shares of Invesco Solar ETF worth $9.91M as of Q1 2026.
  • UBS Group bought 80,703 Invesco Solar ETF shares in Q1 2026, an estimated $4.47M.
  • Invesco Solar ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3365 holding.
  • UBS Group first reported a position in Invesco Solar ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Invesco Solar ETF position peaked at $42M in Q4 2020.
  • 246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

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