UBS Group
XLG icon

UBS Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

UBS Group’s Portfolio XLG Stock Details XLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$101M Sell
1,849,717
-11,028
-0.6% -$633K 0.02% 1038
2025
Q4 		$110M Sell
1,860,745
-63,515
-3% -$3.73M 0.02% 964
2025
Q3 		$111M Sell
1,924,260
-370,871
-16% -$20.3M 0.02% 955
2025
Q2 		$120M Buy
2,295,131
+4,231
+0.2% +$201K 0.02% 840
2025
Q1 		$105M Sell
2,290,900
-202,330
-8% -$9.98M 0.02% 889
2024
Q4 		$125M Buy
2,493,230
+79,066
+3% +$3.89M 0.02% 781
2024
Q3 		$115M Buy
2,414,164
+13,616
+0.6% +$626K 0.03% 659
2024
Q2 		$110M Buy
2,400,548
+398,536
+20% +$17.1M 0.03% 608
2024
Q1 		$84.3M Buy
2,002,012
+235,081
+13% +$9.46M 0.02% 736
2023
Q4 		$66.6M Buy
1,766,931
+243,950
+16% +$8.71M 0.02% 800
2023
Q3 		$51.7M Sell
1,522,981
-1,499
-0.1% -$52.7K 0.02% 833
2023
Q2 		$53.3M Sell
1,524,480
-104,880
-6% -$3.42M 0.02% 795
2023
Q1 		$50.6M Sell
1,629,360
-18,760
-1% -$550K 0.02% 774
2022
Q4 		$45.5M Sell
1,648,120
-811,910
-33% -$22.9M 0.02% 858
2022
Q3 		$66.2M Sell
2,460,030
-240,980
-9% -$7.27M 0.03% 573
2022
Q2 		$77.4M Buy
2,701,010
+487,580
+22% +$15.2M 0.03% 532
2022
Q1 		$77.8M Buy
2,213,430
+432,820
+24% +$14.9M 0.03% 615
2021
Q4 		$65.7M Buy
1,780,610
+22,170
+1% +$790K 0.02% 791
2021
Q3 		$58M Sell
1,758,440
-89,380
-5% -$3.03M 0.02% 792
2021
Q2 		$60.1M Buy
1,847,820
+115,010
+7% +$3.61M 0.02% 749
2021
Q1 		$51.4M Sell
1,732,810
-402,480
-19% -$11.7M 0.02% 823
2020
Q4 		$60.9M Sell
2,135,290
-76,620
-3% -$2.09M 0.02% 692
2020
Q3 		$57.9M Buy
2,211,910
+202,700
+10% +$5.24M 0.02% 589
2020
Q2 		$47.8M Buy
2,009,210
+287,420
+17% +$6.43M 0.02% 634
2020
Q1 		$33.7M Buy
1,721,790
+24,980
+1% +$563K 0.02% 721
2019
Q4 		$39.6M Sell
1,696,810
-17,800
-1% -$396K 0.01% 908
2019
Q3 		$36.4M Buy
1,714,610
+475,120
+38% +$10.1M 0.01% 858
2019
Q2 		$26M Buy
1,239,490
+4,030
+0.3% +$83.5K 0.01% 1036
2019
Q1 		$25.1M Sell
1,235,460
-142,470
-10% -$2.77M 0.01% 1003
2018
Q4 		$24.8M Buy
1,377,930
+131,250
+11% +$2.55M 0.01% 946
2018
Q3 		$26.1M Sell
1,246,680
-26,260
-2% -$536K 0.01% 1036
2018
Q2 		$24.5M Buy
1,272,940
+15,060
+1% +$289K 0.01% 1040
2018
Q1 		$23.5M Sell
1,257,880
-129,050
-9% -$2.51M 0.01% 1037
2017
Q4 		$26.4M Buy
1,386,930
+70,290
+5% +$1.3M 0.01% 1017
2017
Q3 		$23.4M Sell
1,316,640
-115,550
-8% -$2.02M 0.01% 1017
2017
Q2 		$24.5M Buy
1,432,190
+24,790
+2% +$421K 0.01% 923
2017
Q1 		$23.5M Sell
1,407,400
-183,360
-12% -$3.01M 0.01% 935
2016
Q4 		$25.1M Sell
1,590,760
-117,560
-7% -$1.81M 0.01% 893
2016
Q3 		$26.1M Buy
1,708,320
+48,920
+3% +$747K 0.02% 815
2016
Q2 		$24.5M Sell
1,659,400
-198,980
-11% -$2.92M 0.02% 825
2016
Q1 		$27M Sell
1,858,380
-283,540
-13% -$3.94M 0.02% 718
2015
Q4 		$31M Buy
2,141,920
+1,393,180
+186% +$20.1M 0.02% 726
2015
Q3 		$9.95M Sell
748,740
-22,560
-3% -$317K 0.01% 1369
2015
Q2 		$10.9M Sell
771,300
-7,450
-1% -$107K 0.01% 1408
2015
Q1 		$10.9M Sell
778,750
-242,840
-24% -$3.44M 0.01% 1404
2014
Q4 		$14.5M Buy
+1,021,590
New +$14.3M 0.01% 1218

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group's XLG Position: Q1 2026 in Review

UBS Group reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.59% in Q1 2026, selling an estimated $633K and leaving 1,849,717 shares worth $101M. The position accounts for 0.02% of the portfolio, ranked #1038.

UBS Group first reported a position in XLG in Q4 2014 and has held it in 46 quarters since. The position peaked at $125M in Q4 2024. 560 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • UBS Group held 1,849,717 shares of Invesco S&P 500 Top 50 ETF worth $101M as of Q1 2026.
  • UBS Group sold 11,028 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $633K.
  • Invesco S&P 500 Top 50 ETF made up 0.02% of UBS Group's portfolio in Q1 2026, its #1038 holding.
  • UBS Group first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Invesco S&P 500 Top 50 ETF position peaked at $125M in Q4 2024.
  • 560 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

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