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

UBS Group AG holds 312,081 shares of IBMO (ISHARES TR), worth $8M as of 2026-Q2. The position was decreased (-18.2% shares). IBMO represents 0.0% of UBS Group AG's portfolio.

Current Value

$8M

Current Shares

312,081

Total Value Change

-$11.3M

Total Shares Change

-439,967

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
312,081
-18.2%
$8M0.0%$25.54
0
2026-Q1
Decreased
381,308
-9.5%
$9.8M0.0%$25.38
0
2025-Q4
Decreased
421,446
-4.4%
$10.8M0.0%$25.28
0
2025-Q3
Decreased
441,038
-1.4%
$11.3M0.0%$25.10
0
2025-Q2
Decreased
447,469
-4.6%
$11.5M0.0%$24.92
0
2025-Q1
Decreased
468,920
-28.3%
$12M0.0%$24.71
0
2024-Q4
Decreased
653,707
-13.1%
$16.6M0.0%$24.52
0
2024-Q3
Increased
752,048
+3.0%
$19.3M0.0%$24.53
29

Other major holders of IBMO: MERCER GLOBAL ADVISORS INC /ADV, BANK OF AMERICA CORP /DE/

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