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

UBS Group AG holds 691,900 shares of MTUM (ISHARES TR), worth $237.2M as of 2026-Q2. The position was decreased (-2.3% shares). MTUM represents 0.0% of UBS Group AG's portfolio.

Current Value

$237.2M

Current Shares

691,900

Total Value Change

+$115.1M

Total Shares Change

+89,459

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
691,900
-2.3%
$237.2M0.0%$342.83
0
2026-Q1
Decreased
707,960
-8.5%
$169.9M0.0%$247.01
0
2025-Q4
Increased
773,553
+2.0%
$193.6M0.0%$252.79
31
2025-Q3
Decreased
758,362
-3.9%
$194.5M0.0%$254.95
0
2025-Q2
Increased
788,870
+1.0%
$189.6M0.0%$236.51
31
2025-Q1
Increased
781,068
+12.2%
$157.9M0.0%$199.43
34
2024-Q4
Increased
696,266
+15.6%
$144.1M0.0%$205.88
35
2024-Q3
Decreased
602,441
-15.7%
$122.2M0.0%$199.30
0

Other major holders of MTUM: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV

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