UBS Group’s iShares S&P 500 3% Capped ETF TOPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-742
Closed -$21.1K 11318
2025
Q2
$21.1K Buy
+742
New +$19.9K ﹤0.01% 8389

Other funds holding TOPC

UBS Group's TOPC Position: Q3 2025 in Review

UBS Group sold out of iShares S&P 500 3% Capped ETF (TOPC) in Q3 2025, closing a stake of 742 shares — an estimated $21.1K sold.

UBS Group first reported a position in TOPC in Q2 2025 and held it in 1 quarter. The position peaked at $21.1K in Q2 2025. 5 funds tracked by Wall St. Rank hold TOPC as of Q3 2025.

  • UBS Group reported no remaining iShares S&P 500 3% Capped ETF position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 742 iShares S&P 500 3% Capped ETF shares in Q3 2025, an estimated $21.1K.
  • UBS Group first reported a position in iShares S&P 500 3% Capped ETF in Q2 2025 and held it in 1 quarter.
  • UBS Group's iShares S&P 500 3% Capped ETF position peaked at $21.1K in Q2 2025.
  • 5 funds tracked by Wall St. Rank held iShares S&P 500 3% Capped ETF as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.