UBS Group
TOPT

UBS Group’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

UBS Group’s Portfolio TOPT Stock Details TOPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$150K Sell
5,229
-14,615
-74% -$440K ﹤0.01% 6790
2025
Q4 		$620K Buy
19,844
+19,544
+6,515% +$606K ﹤0.01% 5953
2025
Q3 		$9.14K Buy
+300
New +$8.63K ﹤0.01% 8619

Other funds holding TOPT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

UBS Group's TOPT Position: Q1 2026 in Review

UBS Group reduced its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 74% in Q1 2026, selling an estimated $440K and leaving 5,229 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #6790.

UBS Group first reported a position in TOPT in Q3 2025 and has held it in 3 quarters since. The position peaked at $620K in Q4 2025. 85 funds tracked by Wall St. Rank hold TOPT as of Q1 2026.

  • UBS Group held 5,229 shares of iShares Top 20 U.S. Stocks ETF worth $150K as of Q1 2026.
  • UBS Group sold 14,615 iShares Top 20 U.S. Stocks ETF shares in Q1 2026, an estimated $440K.
  • iShares Top 20 U.S. Stocks ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6790 holding.
  • UBS Group first reported a position in iShares Top 20 U.S. Stocks ETF in Q3 2025 and has held it in 3 quarters since.
  • UBS Group's iShares Top 20 U.S. Stocks ETF position peaked at $620K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q1 2026.

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