UBS Group
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UBS Group’s iShares Future Exponential Technologies ETF XT Stock Holding History

UBS Group’s Portfolio XT Stock Details XT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,000
Closed -$71.9K – 11258
2025
Q3 		$71.9K Buy
+1,000
New +$67.7K ﹤0.01% 7321

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group's XT Position: Q1 2026 in Review

UBS Group increased its iShares Future Exponential Technologies ETF (XT) stake by 30% in Q1 2026, buying an estimated $4.62M and bringing the position to 282,691 shares worth $19.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2639.

UBS Group first reported a position in XT in Q2 2015 and has held it in 41 quarters since. The position peaked at $34M in Q4 2021. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

  • UBS Group held 282,691 shares of iShares Future Exponential Technologies ETF worth $19.3M as of Q1 2026.
  • UBS Group bought 64,980 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $4.62M.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2639 holding.
  • UBS Group first reported a position in iShares Future Exponential Technologies ETF in Q2 2015 and has held it in 41 quarters since.
  • UBS Group's iShares Future Exponential Technologies ETF position peaked at $34M in Q4 2021.
  • 267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

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