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	$117M	Sell	800,600 -341,600	-30%	-$52.7M	0.02%	938
2025 Q4	$177M	Buy	1,142,200 +199,900	+21%	+$29.9M	0.03%	645
2025 Q3	$131M	Buy	942,300 +306,000	+48%	+$41.4M	0.02%	839
2025 Q2	$85.8M	Buy	+636,300	New	+$85.9M	0.01%	1084
2025 Q1	–	Sell	-810,800	Closed	-$112M	–	10773
2024 Q4	$112M	Buy	810,800 +606,900	+298%	+$88.8M	0.02%	855
2024 Q3	$31.4M	Buy	203,900 +167,500	+460%	+$25.4M	0.01%	1486
2024 Q2	$5.31M	Sell	36,400 -569,900	-94%	-$81.8M	﹤0.01%	2824
2024 Q1	$89.6M	Buy	606,300 +115,300	+23%	+$16.5M	0.02%	707
2023 Q4	$67M	Buy	491,000 +337,000	+219%	+$43.8M	0.02%	795
2023 Q3	$19.8M	Sell	154,000 -295,900	-66%	-$39.3M	0.01%	1486
2023 Q2	$59.7M	Sell	449,900 -271,300	-38%	-$35.8M	0.02%	732
2023 Q1	$93.4M	Sell	721,200 -2,597,900	-78%	-$339M	0.03%	485
2022 Q4	$451M	Buy	3,319,100 +2,587,700	+354%	+$343M	0.17%	125
2022 Q3	$88.6M	Buy	731,400 +331,100	+83%	+$42.6M	0.04%	470
2022 Q2	$51.3M	Sell	400,300 -124,700	-24%	-$16.3M	0.02%	718
2022 Q1	$71.9M	Sell	525,000 -145,000	-22%	-$19.2M	0.02%	664
2021 Q4	$94.4M	Sell	670,000 -170,200	-20%	-$22.6M	0.03%	627
2021 Q3	$107M	Buy	840,200 +420,200	+100%	+$55.5M	0.03%	511
2021 Q2	$52.9M	Sell	420,000 -115,800	-22%	-$14.2M	0.02%	817
2021 Q1	$62.5M	Sell	535,800 -976,900	-65%	-$113M	0.02%	716
2020 Q4	$172M	Buy	1,512,700 +852,700	+129%	+$93.1M	0.06%	314
2020 Q3	$69.6M	Sell	660,000 -40,000	-6%	-$4.21M	0.03%	519
2020 Q2	$70M	Sell	700,000 -285,000	-29%	-$28.1M	0.03%	470
2020 Q1	$87.3M	Sell	985,000 -39,600	-4%	-$3.85M	0.04%	388
2019 Q4	$104M	Buy	1,024,600 +424,400	+71%	+$40.8M	0.04%	438
2019 Q3	$54.1M	Buy	600,200 +501,600	+509%	+$45.8M	0.02%	648
2019 Q2	$9.13M	Buy	98,600 +70,000	+245%	+$6.29M	﹤0.01%	1834
2019 Q1	$2.62M	Sell	28,600 -88,200	-76%	-$7.95M	﹤0.01%	2752
2018 Q4	$10.1M	Hold	116,800	–	–	﹤0.01%	1558
2018 Q3	$11.1M	Hold	116,800	–	–	﹤0.01%	1687
2018 Q2	$9.75M	Sell	116,800 -197,500	-63%	-$16.4M	﹤0.01%	1776
2018 Q1	$25.6M	Sell	314,300 -67,500	-18%	-$5.75M	0.01%	994
2017 Q4	$31.6M	Hold	381,800	–	–	0.01%	898
2017 Q3	$31.2M	Hold	381,800	–	–	0.01%	846
2017 Q2	$30.3M	Hold	381,800	–	–	0.02%	816
2017 Q1	$28.4M	Sell	381,800 -449,300	-54%	-$32.7M	0.02%	818
2016 Q4	$57.3M	Sell	831,100 -72,100	-8%	-$5.01M	0.03%	484
2016 Q3	$65.1M	Buy	903,200 +346,000	+62%	+$25.5M	0.04%	433
2016 Q2	$40M	Buy	+557,200	New	+$39.3M	0.03%	588
2016 Q1	–	Sell	-55,700	Closed	-$4.01M	–	8259
2015 Q4	$4.01M	Sell	55,700 -368,200	-87%	-$26M	﹤0.01%	2151
2015 Q3	$28.1M	Buy	423,900 +422,900	+42,290%	+$30.9M	0.02%	708
2015 Q2	$74K	Sell	1,000 -56,800	-98%	-$4.21M	﹤0.01%	5655
2015 Q1	$4.19M	Sell	57,800 -58,300	-50%	-$4.16M	﹤0.01%	2223
2014 Q4	$7.94M	Buy	+116,100	New	+$7.77M	0.01%	1693

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.