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EFGEFG
Showing 8 of 30 quarters

Position history for UBS Group AGUBS Group AG's holdings in ISHARES TR

Yes. Ubs holds 1,078,606 shares of EFG, worth $134.2M, as of its Q2 2026 13F filing. It increased the position by 90,116 shares (+9.1%) from Q1 2026. Ubs has held EFG in every 13F on record since Q1 2019, 30 quarterly filings.

Current Value

$134.2M

Current Shares

1.1M

Total Value Change

+$21.7M

Total Shares Change

+33,167

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.1M
+9.1%
$134.2M0.0%$124.42
33
2026-Q1
Increased
988,490
+14.2%
$110.1M0.0%$110.49
34
2025-Q4
Decreased
865,462
-13.8%
$98.6M0.0%$113.02
0
2025-Q3
Increased
1M
+0.9%
$114.3M0.0%$111.21
30
2025-Q2
Decreased
994,534
-13.0%
$111.4M0.0%$109.37
0
2025-Q1
Decreased
1.1M
-7.8%
$114.3M0.0%$96.70
0
2024-Q4
Increased
1.2M
+18.6%
$120.1M0.0%$93.64
35
2024-Q3
Increased
1M
+3.5%
$112.5M0.0%$103.38
31

Other major holders of EFG: ENVESTNET ASSET MANAGEMENT INC

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