UBS Group
TIP icon

UBS Group’s iShares TIPS Bond ETF TIP Stock Holding History

UBS Group’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$166M Sell
1,520,787
-142,972
-9% -$15.8M 0.02% 774
2026
Q1 		$184M Buy
1,663,759
+30,665
+2% +$3.39M 0.03% 658
2025
Q4 		$179M Sell
1,633,094
-162,155
-9% -$18M 0.03% 630
2025
Q3 		$200M Buy
1,795,249
+156,730
+10% +$17.3M 0.03% 587
2025
Q2 		$180M Buy
1,638,519
+2,166
+0.1% +$236K 0.03% 583
2025
Q1 		$182M Buy
1,636,353
+97,277
+6% +$10.6M 0.03% 562
2024
Q4 		$164M Sell
1,539,076
-291,099
-16% -$31.5M 0.03% 613
2024
Q3 		$202M Sell
1,830,175
-77,268
-4% -$8.4M 0.04% 410
2024
Q2 		$204M Buy
1,907,443
+106,521
+6% +$11.3M 0.05% 342
2024
Q1 		$193M Sell
1,800,922
-63,726
-3% -$6.81M 0.05% 380
2023
Q4 		$200M Sell
1,864,648
-261,052
-12% -$27.3M 0.06% 330
2023
Q3 		$220M Sell
2,125,700
-307,166
-13% -$32.5M 0.08% 258
2023
Q2 		$262M Sell
2,432,866
-2,350,117
-49% -$256M 0.09% 236
2023
Q1 		$527M Buy
4,782,983
+739,259
+18% +$80M 0.19% 108
2022
Q4 		$430M Buy
4,043,724
+903,316
+29% +$96.5M 0.16% 133
2022
Q3 		$329M Sell
3,140,408
-719,339
-19% -$81.5M 0.14% 144
2022
Q2 		$440M Sell
3,859,747
-269,685
-7% -$32M 0.18% 115
2022
Q1 		$514M Sell
4,129,432
-9,967
-0.2% -$1.25M 0.17% 119
2021
Q4 		$535M Buy
4,139,399
+172,073
+4% +$22.2M 0.15% 131
2021
Q3 		$507M Buy
3,967,326
+110,054
+3% +$14.2M 0.16% 131
2021
Q2 		$494M Sell
3,857,272
-98,746
-2% -$12.5M 0.16% 124
2021
Q1 		$496M Sell
3,956,018
-296,852
-7% -$37.6M 0.16% 130
2020
Q4 		$543M Sell
4,252,870
-17,451
-0.4% -$2.2M 0.18% 126
2020
Q3 		$540M Buy
4,270,321
+585,135
+16% +$73.5M 0.2% 119
2020
Q2 		$453M Buy
3,685,186
+1,308,414
+55% +$159M 0.19% 120
2020
Q1 		$280M Buy
2,376,772
+602,378
+34% +$71M 0.13% 162
2019
Q4 		$207M Buy
1,774,394
+94,522
+6% +$11M 0.07% 263
2019
Q3 		$195M Buy
1,679,872
+240,951
+17% +$28M 0.08% 246
2019
Q2 		$166M Sell
1,438,921
-112,188
-7% -$12.8M 0.06% 273
2019
Q1 		$175M Sell
1,551,109
-455,117
-23% -$50.5M 0.07% 247
2018
Q4 		$220M Buy
2,006,226
+54,298
+3% +$5.93M 0.1% 209
2018
Q3 		$216M Sell
1,951,928
-255,998
-12% -$28.6M 0.09% 227
2018
Q2 		$249M Buy
2,207,926
+309,547
+16% +$34.7M 0.11% 201
2018
Q1 		$215M Buy
1,898,379
+62,606
+3% +$7.05M 0.09% 229
2017
Q4 		$209M Sell
1,835,773
-9,392
-0.5% -$1.07M 0.09% 244
2017
Q3 		$210M Sell
1,845,165
-111,579
-6% -$12.7M 0.1% 219
2017
Q2 		$222M Sell
1,956,744
-277,685
-12% -$31.7M 0.11% 196
2017
Q1 		$256M Buy
2,234,429
+599,503
+37% +$68.3M 0.14% 170
2016
Q4 		$185M Buy
1,634,926
+560,752
+52% +$64M 0.1% 217
2016
Q3 		$125M Buy
1,074,174
+44,581
+4% +$5.17M 0.07% 269
2016
Q2 		$120M Buy
1,029,593
+187,123
+22% +$21.5M 0.08% 260
2016
Q1 		$96.6M Buy
842,470
+30,622
+4% +$3.42M 0.06% 284
2015
Q4 		$89M Buy
811,848
+6,561
+0.8% +$725K 0.06% 338
2015
Q3 		$89.1M Buy
805,287
+28,488
+4% +$3.18M 0.06% 310
2015
Q2 		$87M Buy
776,799
+104,294
+16% +$11.8M 0.06% 338
2015
Q1 		$76.4M Buy
672,505
+5,322
+0.8% +$603K 0.05% 380
2014
Q4 		$74.7M Buy
+667,183
New +$75.3M 0.05% 380

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group's TIP Position: Q2 2026 in Review

UBS Group reduced its iShares TIPS Bond ETF (TIP) stake by 8.6% in Q2 2026, selling an estimated $15.8M and leaving 1,520,787 shares worth $166M. The position accounts for 0.02% of the portfolio, ranked #774.

UBS Group first reported a position in TIP in Q4 2014 and has held it in 47 quarters since. The position peaked at $543M in Q4 2020. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • UBS Group held 1,520,787 shares of iShares TIPS Bond ETF worth $166M as of Q2 2026.
  • UBS Group sold 142,972 iShares TIPS Bond ETF shares in Q2 2026, an estimated $15.8M.
  • iShares TIPS Bond ETF made up 0.02% of UBS Group's portfolio in Q2 2026, its #774 holding.
  • UBS Group first reported a position in iShares TIPS Bond ETF in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's iShares TIPS Bond ETF position peaked at $543M in Q4 2020.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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