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

UBS Group AG holds 6M shares of SGOV (ISHARES TR), worth $600.2M as of 2026-Q2. The position was increased (+16.1% shares). SGOV represents 0.1% of UBS Group AG's portfolio.

Current Value

$600.2M

Current Shares

6M

Total Value Change

+$505.9M

Total Shares Change

+5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
6M
+16.1%
$600.2M0.1%$100.07
36
2026-Q1
Increased
5.1M
+98.2%
$516.8M0.1%$99.18
50
2025-Q4
Increased
2.6M
+27.2%
$260.1M0.0%$98.33
38
2025-Q3
Decreased
2M
-4.7%
$205.1M0.0%$97.35
0
2025-Q2
Increased
2.1M
+26.2%
$215.2M0.0%$96.31
38
2025-Q1
Increased
1.7M
+65.0%
$170.5M0.0%$95.30
44
2024-Q4
Increased
1M
+9.6%
$103M0.0%$94.33
33
2024-Q3
Decreased
936,465
-22.8%
$94.3M0.0%$93.21
0

Other major holders of SGOV: BANK OF AMERICA CORP /DE/, LPL Financial LLC

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