UBS Group
URTH icon

UBS Group’s iShares MSCI World ETF URTH Stock Holding History

UBS Group’s Portfolio URTH Stock Details URTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$32.7M Buy
181,835
+1,099
+0.6% +$206K ﹤0.01% 2082
2025
Q4 		$33.6M Buy
180,736
+22,279
+14% +$4.1M 0.01% 2050
2025
Q3 		$28.8M Buy
158,457
+32,048
+25% +$5.6M ﹤0.01% 2175
2025
Q2 		$21.4M Buy
126,409
+3,986
+3% +$629K ﹤0.01% 2295
2025
Q1 		$18.8M Buy
122,423
+1,092
+0.9% +$173K ﹤0.01% 2392
2024
Q4 		$18.9M Sell
121,331
-11,683
-9% -$1.85M ﹤0.01% 2385
2024
Q3 		$20.9M Buy
133,014
+11,391
+9% +$1.72M ﹤0.01% 1787
2024
Q2 		$17.9M Sell
121,623
-483,877
-80% -$69.8M ﹤0.01% 1780
2024
Q1 		$87.7M Sell
605,500
-65,950
-10% -$9.1M 0.02% 720
2023
Q4 		$89.3M Buy
671,450
+40,124
+6% +$5M 0.03% 629
2023
Q3 		$75.9M Sell
631,326
-9,850
-2% -$1.23M 0.03% 617
2023
Q2 		$79.8M Buy
641,176
+169,064
+36% +$20.3M 0.03% 593
2023
Q1 		$55.6M Buy
472,112
+64,043
+16% +$7.34M 0.02% 721
2022
Q4 		$44.6M Buy
408,069
+63,417
+18% +$6.88M 0.02% 870
2022
Q3 		$34.4M Buy
344,652
+214,106
+164% +$23.8M 0.02% 917
2022
Q2 		$14M Buy
130,546
+13,266
+11% +$1.54M 0.01% 1574
2022
Q1 		$15M Sell
117,280
-55,284
-32% -$7.02M 0.01% 1646
2021
Q4 		$23.4M Buy
172,564
+72,298
+72% +$9.61M 0.01% 1471
2021
Q3 		$12.7M Buy
100,266
+6,738
+7% +$874K ﹤0.01% 1858
2021
Q2 		$11.8M Sell
93,528
-1,081
-1% -$135K ﹤0.01% 1894
2021
Q1 		$11.2M Sell
94,609
-37,545
-28% -$4.36M ﹤0.01% 1853
2020
Q4 		$14.9M Sell
132,154
-52,088
-28% -$5.52M 0.01% 1552
2020
Q3 		$18.3M Buy
184,242
+83,163
+82% +$8.2M 0.01% 1235
2020
Q2 		$9.31M Sell
101,079
-17,176
-15% -$1.5M ﹤0.01% 1560
2020
Q1 		$9.22M Sell
118,255
-19,738
-14% -$1.82M ﹤0.01% 1469
2019
Q4 		$13.6M Buy
137,993
+25,485
+23% +$2.43M ﹤0.01% 1667
2019
Q3 		$10.3M Sell
112,508
-25,938
-19% -$2.36M ﹤0.01% 1735
2019
Q2 		$12.6M Sell
138,446
-15,163
-10% -$1.37M ﹤0.01% 1576
2019
Q1 		$13.6M Sell
153,609
-21,253
-12% -$1.82M 0.01% 1433
2018
Q4 		$13.8M Buy
174,862
+138,680
+383% +$11.8M 0.01% 1341
2018
Q3 		$3.32M Buy
36,182
+7,389
+26% +$667K ﹤0.01% 2726
2018
Q2 		$2.52M Buy
28,793
+3,761
+15% +$333K ﹤0.01% 2958
2018
Q1 		$2.18M Buy
25,032
+1,197
+5% +$107K ﹤0.01% 3065
2017
Q4 		$2.1M Buy
23,835
+14,345
+151% +$1.24M ﹤0.01% 3152
2017
Q3 		$798K Sell
9,490
-259
-3% -$21.3K ﹤0.01% 3879
2017
Q2 		$783K Sell
9,749
-556
-5% -$44.4K ﹤0.01% 3806
2017
Q1 		$802K Buy
10,305
+899
+10% +$68.6K ﹤0.01% 3710
2016
Q4 		$687K Buy
9,406
+3,147
+50% +$227K ﹤0.01% 3874
2016
Q3 		$455K Buy
6,259
+1,498
+31% +$108K ﹤0.01% 3976
2016
Q2 		$330K Buy
4,761
+2,404
+102% +$168K ﹤0.01% 4197
2016
Q1 		$164K Sell
2,357
-1,621
-41% -$106K ﹤0.01% 4630
2015
Q4 		$277K Sell
3,978
-2,573
-39% -$182K ﹤0.01% 4421
2015
Q3 		$437K Sell
6,551
-44,729
-87% -$3.17M ﹤0.01% 4017
2015
Q2 		$3.7M Sell
51,280
-2,380
-4% -$179K ﹤0.01% 2381
2015
Q1 		$3.94M Buy
53,660
+53,388
+19,628% +$3.87M ﹤0.01% 2280
2014
Q4 		$19K Buy
+272
New +$19.4K ﹤0.01% 7751

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

UBS Group's URTH Position: Q1 2026 in Review

UBS Group increased its iShares MSCI World ETF (URTH) stake by 0.61% in Q1 2026, buying an estimated $206K and bringing the position to 181,835 shares worth $32.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2082.

UBS Group first reported a position in URTH in Q4 2014 and has held it in 46 quarters since. The position peaked at $89.3M in Q4 2023. 267 funds tracked by Wall St. Rank hold URTH as of Q1 2026.

  • UBS Group held 181,835 shares of iShares MSCI World ETF worth $32.7M as of Q1 2026.
  • UBS Group bought 1,099 iShares MSCI World ETF shares in Q1 2026, an estimated $206K.
  • iShares MSCI World ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2082 holding.
  • UBS Group first reported a position in iShares MSCI World ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's iShares MSCI World ETF position peaked at $89.3M in Q4 2023.
  • 267 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2026.

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