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Ishares Tr Msci Usa Momentum Factor shares owned by UBS Group

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Ishares Tr Msci Usa Momentum Factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr Msci Usa Momentum Factor held by UBS Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by UBS Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $93M 591k 156.89
2023-09-30 $87M 623k 139.70
2023-06-30 $102M 706k 144.25
2023-03-31 $113M 815k 139.04
2022-12-31 $136M 930k 145.93
2022-09-30 $118M 890k 132.23
2022-06-30 $130M 944k 137.43
2022-03-31 $173M 1.0M 169.59
2021-12-31 $189M 1.0M 181.82
2021-09-30 $187M 1.1M 175.60
2021-06-30 $199M 1.1M 173.17
2021-03-31 $203M 1.3M 160.86
2020-12-31 $210M 1.3M 161.28
2020-09-30 $197M 1.3M 147.40
2020-06-30 $187M 1.4M 131.00
2020-03-31 $157M 1.5M 106.48
2019-12-31 $236M 1.9M 125.00
2019-09-30 $276M 2.3M 119.25
2019-06-30 $240M 2.0M 118.60
2019-03-31 $246M 2.2M 112.18
2018-12-31 $202M 2.0M 100.27
2018-09-30 $249M 2.1M 118.97
2018-06-30 $223M 2.0M 109.68
2018-03-31 $179M 1.7M 105.98
2017-12-31 $117M 1.1M 103.12
2017-09-30 $95M 988k 95.68
2017-06-30 $69M 781k 88.89
2017-03-31 $59M 713k 82.65
2016-12-31 $50M 656k 75.86
2016-09-30 $72M 930k 77.37
2016-06-30 $48M 633k 76.40
2016-03-31 $38M 525k 73.10
2015-12-31 $16M 217k 73.29
2015-09-30 $7.7M 113k 68.21
2015-03-31 $1.1M 16k 70.29

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 2000 Etf (IWM)
Amazon Call Option (AMZN)
NVIDIA Corporation (NVDA)
Ubs Group SHS (UBS)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Union Pacific Corporation (UNP)
Alphabet Cap Stk Cl C Put Option (GOOG)
Meta Platforms Cl A (META)

View all positions for UBS Group

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors
Raymond James & Associates
Assetmark
State Treasurer State Of Michigan
HPM Partners
Savant Capital Management
Wealth Enhancement Advisory Services
Ronald Blue Trust
Bank of America Corporation
CWM
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
CI Private Wealth
UBS Group
Pnc Financial Services
Symmetry Partner

View all funds holding Ishares Tr Msci Usa Momentum Factor