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 $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

UBS Group's XT Position: Q2 2026 in Review

UBS Group reduced its iShares Future Exponential Technologies ETF (XT) stake by 6.4% in Q2 2026, selling an estimated $1.41M and leaving 264,698 shares worth $21.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2591.

UBS Group first reported a position in XT in Q2 2015 and has held it in 42 quarters since. The position peaked at $34M in Q4 2021. 288 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • UBS Group held 264,698 shares of iShares Future Exponential Technologies ETF worth $21.9M as of Q2 2026.
  • UBS Group sold 17,993 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $1.41M.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2591 holding.
  • UBS Group first reported a position in iShares Future Exponential Technologies ETF in Q2 2015 and has held it in 42 quarters since.
  • UBS Group's iShares Future Exponential Technologies ETF position peaked at $34M in Q4 2021.
  • 288 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.