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

UBS Group AG holds 937,678 shares of IBTJ (ISHARES TR), worth $20.3M as of 2026-Q2. The position was increased (+2.4% shares). IBTJ represents 0.0% of UBS Group AG's portfolio.

Current Value

$20.3M

Current Shares

937,678

Total Value Change

+$7.8M

Total Shares Change

+372,547

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
937,678
+2.4%
$20.3M0.0%$21.51
29
2026-Q1
Decreased
915,521
-11.4%
$20M0.0%$21.50
0
2025-Q4
Increased
1M
+8.9%
$22.7M0.0%$21.47
31
2025-Q3
Increased
948,336
+2.8%
$20.8M0.0%$21.22
29
2025-Q2
Increased
922,187
+17.3%
$20.2M0.0%$20.98
33
2025-Q1
Increased
785,917
+5.4%
$17.1M0.0%$20.63
30
2024-Q4
Increased
745,436
+31.9%
$15.9M0.0%$20.09
36
2024-Q3
Increased
565,131
+115.8%
$12.5M0.0%$20.55
45

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

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