UBS Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

UBS Group’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$176M	Sell	1,200,416 -317,986	-21%	-$49M	0.03%	680
2025 Q4	$235M	Buy	1,518,402 +365,502	+32%	+$54.7M	0.04%	498
2025 Q3	$160M	Sell	1,152,900 -79,100	-6%	-$10.7M	0.03%	706
2025 Q2	$166M	Buy	1,232,000 +405,800	+49%	+$54.8M	0.03%	629
2025 Q1	$121M	Sell	826,200 -83,200	-9%	-$12.1M	0.02%	809
2024 Q4	$125M	Buy	909,400 +380,300	+72%	+$55.7M	0.02%	778
2024 Q3	$81.5M	Buy	529,100 +398,600	+305%	+$60.4M	0.02%	846
2024 Q2	$19M	Sell	130,500 -555,900	-81%	-$79.7M	﹤0.01%	1725
2024 Q1	$101M	Buy	686,400 +567,300	+476%	+$81.4M	0.03%	640
2023 Q4	$16.2M	Sell	119,100 -184,900	-61%	-$24.1M	﹤0.01%	1732
2023 Q3	$39.1M	Sell	304,000 -114,700	-27%	-$15.2M	0.01%	1005
2023 Q2	$55.6M	Sell	418,700 -155,300	-27%	-$20.5M	0.02%	773
2023 Q1	$74.3M	Buy	574,000 +360,800	+169%	+$47.1M	0.03%	577
2022 Q4	$29M	Sell	213,200 -357,100	-63%	-$47.3M	0.01%	1160
2022 Q3	$69.1M	Buy	570,300 +105,000	+23%	+$13.5M	0.03%	557
2022 Q2	$59.7M	Buy	465,300 +217,800	+88%	+$28.5M	0.02%	638
2022 Q1	$33.9M	Sell	247,500 -681,800	-73%	-$90.3M	0.01%	1082
2021 Q4	$131M	Sell	929,300 -1,111,400	-54%	-$148M	0.04%	491
2021 Q3	$260M	Buy	2,040,700 +186,900	+10%	+$24.7M	0.08%	241
2021 Q2	$233M	Buy	1,853,800 +503,800	+37%	+$61.7M	0.08%	260
2021 Q1	$158M	Sell	1,350,000 -1,200	-0.1%	-$139K	0.05%	342
2020 Q4	$153M	Buy	1,351,200 +230,800	+21%	+$25.2M	0.05%	349
2020 Q3	$118M	Buy	1,120,400 +1,011,700	+931%	+$106M	0.04%	356
2020 Q2	$10.9M	Sell	108,700 -16,300	-13%	-$1.61M	﹤0.01%	1439
2020 Q1	$11.1M	Sell	125,000 -50,000	-29%	-$4.86M	0.01%	1331
2019 Q4	$17.8M	Sell	175,000 -263,100	-60%	-$25.3M	0.01%	1461
2019 Q3	$39.5M	Buy	438,100 +339,500	+344%	+$31M	0.02%	813
2019 Q2	$9.13M	Buy	98,600 +70,000	+245%	+$6.29M	﹤0.01%	1833
2019 Q1	$2.62M	Buy	28,600 +20,700	+262%	+$1.87M	﹤0.01%	2751
2018 Q4	$683K	Buy	7,900 +4,300	+119%	+$389K	﹤0.01%	4018
2018 Q3	$343K	Hold	3,600	–	–	﹤0.01%	4664
2018 Q2	$300K	Sell	3,600 -745,000	-100%	-$61.7M	﹤0.01%	4688
2018 Q1	$60.9M	Sell	748,600 -233,100	-24%	-$19.9M	0.03%	546
2017 Q4	$81.2M	Buy	981,700 +557,100	+131%	+$45.9M	0.03%	478
2017 Q3	$34.7M	Buy	424,600 +418,600	+6,977%	+$33.6M	0.02%	797
2017 Q2	$475K	Sell	6,000 -315,000	-98%	-$24M	﹤0.01%	4146
2017 Q1	$23.9M	Sell	321,000 -1,085,100	-77%	-$79.1M	0.01%	924
2016 Q4	$96.9M	Buy	1,406,100 +259,200	+23%	+$18M	0.05%	340
2016 Q3	$82.7M	Buy	1,146,900 +230,900	+25%	+$17M	0.05%	369
2016 Q2	$65.7M	Buy	916,000 +122,500	+15%	+$8.63M	0.04%	406
2016 Q1	$53.8M	Sell	793,500 -2,700	-0.3%	-$181K	0.04%	444
2015 Q4	$57.4M	Hold	796,200	–	–	0.04%	467
2015 Q3	$52.7M	Sell	796,200 -403,600	-34%	-$29.5M	0.04%	451
2015 Q2	$89.3M	Buy	1,199,800 +301,400	+34%	+$22.3M	0.06%	332
2015 Q1	$65.1M	Buy	898,400 +886,000	+7,145%	+$63.2M	0.05%	426
2014 Q4	$848K	Buy	+12,400	New	+$830K	﹤0.01%	3708

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

UBS Group's XLV Position: Q1 2026 in Review

UBS Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.1% in Q1 2026, selling an estimated $29.9M and leaving 4,528,081 shares worth $664M. The position accounts for 0.1% of the portfolio, ranked #200.

UBS Group first reported a position in XLV in Q4 2014 and has held it in 46 quarters since. The position peaked at $731M in Q4 2025. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

UBS Group held 4,528,081 shares of State Street Health Care Select Sector SPDR ETF worth $664M as of Q1 2026.
UBS Group sold 193,663 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $29.9M.
State Street Health Care Select Sector SPDR ETF made up 0.1% of UBS Group's portfolio in Q1 2026, its #200 holding.
UBS Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2014 and has held it in 46 quarters since.
UBS Group's State Street Health Care Select Sector SPDR ETF position peaked at $731M in Q4 2025.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

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