UBS Group
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UBS Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

UBS Group’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$299M Sell
3,227,908
-190,318
-6% -$18.1M 0.04% 428
2025
Q4 		$322M Sell
3,418,226
-127,752
-4% -$12M 0.05% 358
2025
Q3 		$337M Buy
3,545,978
+80,056
+2% +$7.5M 0.05% 348
2025
Q2 		$325M Sell
3,465,922
-90,537
-3% -$8.33M 0.06% 339
2025
Q1 		$333M Sell
3,556,459
-309,597
-8% -$28.5M 0.06% 319
2024
Q4 		$343M Buy
3,866,056
+23,863
+0.6% +$2.19M 0.06% 292
2024
Q3 		$351M Sell
3,842,193
-75,772
-2% -$6.68M 0.08% 246
2024
Q2 		$329M Sell
3,917,965
-147,007
-4% -$12.1M 0.08% 238
2024
Q1 		$340M Sell
4,064,972
-117,805
-3% -$9.51M 0.08% 234
2023
Q4 		$326M Sell
4,182,777
-114,959
-3% -$8.58M 0.1% 202
2023
Q3 		$311M Sell
4,297,736
-171,627
-4% -$12.8M 0.11% 187
2023
Q2 		$332M Sell
4,469,363
-180,502
-4% -$13.2M 0.11% 185
2023
Q1 		$338M Sell
4,649,865
-302,035
-6% -$21.7M 0.12% 163
2022
Q4 		$357M Buy
4,951,900
+91,783
+2% +$6.53M 0.13% 164
2022
Q3 		$321M Sell
4,860,117
-121,674
-2% -$8.77M 0.14% 147
2022
Q2 		$350M Sell
4,981,791
-310,022
-6% -$22.7M 0.14% 142
2022
Q1 		$410M Sell
5,291,813
-458,250
-8% -$34.7M 0.14% 151
2021
Q4 		$465M Sell
5,750,063
-34,796
-0.6% -$2.69M 0.13% 153
2021
Q3 		$425M Sell
5,784,859
-258,262
-4% -$19.7M 0.13% 160
2021
Q2 		$445M Sell
6,043,121
-444,570
-7% -$32.1M 0.14% 146
2021
Q1 		$449M Sell
6,487,691
-1,032,779
-14% -$69.8M 0.15% 141
2020
Q4 		$510M Sell
7,520,470
-926,624
-11% -$61M 0.17% 136
2020
Q3 		$538M Sell
8,447,094
-453,443
-5% -$28.8M 0.2% 120
2020
Q2 		$540M Sell
8,900,537
-729,629
-8% -$43.3M 0.23% 102
2020
Q1 		$520M Sell
9,630,166
-149,406
-2% -$9.48M 0.25% 87
2019
Q4 		$642M Sell
9,779,572
-367,093
-4% -$23.6M 0.22% 103
2019
Q3 		$650M Buy
10,146,665
+418,959
+4% +$26.5M 0.25% 89
2019
Q2 		$600M Buy
9,727,706
+937,403
+11% +$56.3M 0.23% 101
2019
Q1 		$517M Buy
8,790,303
+823,361
+10% +$46.1M 0.21% 113
2018
Q4 		$417M Buy
7,966,942
+2,191,217
+38% +$120M 0.19% 122
2018
Q3 		$329M Buy
5,775,725
+22,739
+0.4% +$1.27M 0.13% 170
2018
Q2 		$306M Buy
5,752,986
+62,185
+1% +$3.27M 0.13% 177
2018
Q1 		$296M Sell
5,690,801
-371,297
-6% -$19.6M 0.13% 180
2017
Q4 		$320M Buy
6,062,098
+127,240
+2% +$6.6M 0.13% 173
2017
Q3 		$299M Sell
5,934,858
-5,732
-0.1% -$286K 0.14% 167
2017
Q2 		$291M Sell
5,940,590
-2,872
-0% -$140K 0.15% 164
2017
Q1 		$284M Sell
5,943,462
-780,162
-12% -$36.5M 0.15% 157
2016
Q4 		$304M Sell
6,723,624
-2,081,057
-24% -$92.9M 0.17% 140
2016
Q3 		$400M Buy
8,804,681
+604,152
+7% +$28M 0.24% 90
2016
Q2 		$379M Buy
8,200,529
+504,103
+7% +$22.4M 0.24% 89
2016
Q1 		$338M Buy
7,696,426
+4,133,030
+116% +$172M 0.23% 92
2015
Q4 		$149M Buy
3,563,396
+1,443,561
+68% +$60.1M 0.1% 221
2015
Q3 		$83.9M Buy
2,119,835
+660,655
+45% +$27M 0.06% 321
2015
Q2 		$58.8M Buy
1,459,180
+66,299
+5% +$2.74M 0.04% 462
2015
Q1 		$57.5M Buy
1,392,881
+685,503
+97% +$28.2M 0.04% 460
2014
Q4 		$28.6M Buy
+707,378
New +$27.9M 0.02% 792

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group's USMV Position: Q1 2026 in Review

UBS Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5.6% in Q1 2026, selling an estimated $18.1M and leaving 3,227,908 shares worth $299M. The position accounts for 0.04% of the portfolio, ranked #428.

UBS Group first reported a position in USMV in Q4 2014 and has held it in 46 quarters since. The position peaked at $650M in Q3 2019. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • UBS Group held 3,227,908 shares of iShares MSCI USA Min Vol Factor ETF worth $299M as of Q1 2026.
  • UBS Group sold 190,318 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $18.1M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.04% of UBS Group's portfolio in Q1 2026, its #428 holding.
  • UBS Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's iShares MSCI USA Min Vol Factor ETF position peaked at $650M in Q3 2019.
  • 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

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