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iShares Dow Jones US Financial shares owned by UBS Group

Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in iShares Dow Jones US Financial

20162017201820192020202120222023202410M20M30M40M50M100k200k300k400k
Value ($)Share countHistorical IYF position of UBS Group Source: stockzoa.comValue ($)Share count

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All positions including iShares Dow Jones US Financial held by UBS Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Financial by UBS Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $44M 401k 110.58
2024-09-30 $39M 375k 103.90
2024-06-30 $35M 367k 94.57
2024-03-31 $35M 368k 95.65
2023-12-31 $32M 370k 85.41
2023-09-30 $25M 337k 74.76
2023-06-30 $26M 344k 74.61
2023-03-31 $25M 347k 71.14
2022-12-31 $27M 357k 75.47
2022-09-30 $28M 423k 67.14
2022-06-30 $22M 309k 69.98
2022-03-31 $28M 329k 83.64
2021-12-31 $28M 324k 86.69
2021-09-30 $26M 309k 82.55
2021-06-30 $24M 298k 80.85
2021-03-31 $21M 285k 74.87
2020-12-31 $19M 281k 66.81
2020-09-30 $17M 149k 113.48
2020-06-30 $18M 163k 110.14
2020-03-31 $22M 229k 97.28
2019-12-31 $36M 264k 137.68
2019-09-30 $36M 283k 128.73
2019-06-30 $38M 303k 125.60
2019-03-31 $40M 338k 118.21
2018-12-31 $51M 475k 106.45
2018-09-30 $29M 239k 121.47
2018-06-30 $26M 221k 117.19
2018-03-31 $26M 217k 117.50
2017-12-31 $26M 218k 119.43
2017-09-30 $21M 188k 112.12
2017-06-30 $19M 178k 107.52
2017-03-31 $25M 243k 104.05
2016-12-31 $22M 212k 101.46
2016-09-30 $19M 215k 90.00
2016-06-30 $11M 127k 86.06
2016-03-31 $10M 118k 84.46
2015-12-31 $20M 223k 88.38
2015-09-30 $15M 174k 84.08
2015-03-31 $13M 141k 89.05

More positions owned by UBS Group

Apple Call Option (AAPL)
NVIDIA Corporation Call Option (NVDA)
Microsoft Corporation Call Option (MSFT)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Amazon Call Option (AMZN)
Broadcom Call Option (AVGO)
Meta Platforms Cl A Call Option (META)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
JPMorgan Chase & Co. Call Option (JPM)
Tesla Motors Call Option (TSLA)
Ubs Group SHS Call Option (UBS)
Alphabet Cap Stk Cl C Call Option (GOOG)
Ishares Tr Russell 2000 Etf (IWM)
Visa Com Cl A Call Option (V)

View all positions for UBS Group

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Bank of America Corporation
Morgan Stanley
Phoenix Holdings
Schroder Investment Management Group
Hsbc Holdings
Goldman Sachs Group
LPL Financial
Bank Of Montreal
Northwestern Mutual Wealth Management Company
Green Harvest Asset Management
Wells Fargo & Company
UBS Group
FMR
Commonwealth Equity Services

View all funds holding iShares Dow Jones US Financial