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

UBS Group AG holds 67,183 shares of SMMV (ISHARES TR), worth $3.1M as of 2026-Q2. The position was decreased (-0.3% shares). SMMV represents 0.0% of UBS Group AG's portfolio.

Current Value

$3.1M

Current Shares

67,183

Total Value Change

+$44,366

Total Shares Change

-7,541

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
67,183
-0.3%
$3.1M0.0%$46.04
0
2026-Q1
Decreased
67,377
-1.5%
$2.9M0.0%$45.99
0
2025-Q4
Decreased
68,389
-5.4%
$3M0.0%$43.61
0
2025-Q3
Increased
72,290
+3.7%
$3.1M0.0%$42.65
27
2025-Q2
Decreased
69,726
-1.5%
$2.9M0.0%$41.58
0
2025-Q1
Decreased
70,788
-5.0%
$2.9M0.0%$40.73
0
2024-Q4
Decreased
74,492
-0.3%
$3.1M0.0%$40.63
0
2024-Q3
Increased
74,724
+1.0%
$3M0.0%$39.65
27

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

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