UBS AM
PREF icon

UBS AM’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

UBS AM’s Portfolio PREF Stock Details PREF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-500
Closed -$9.41K – 3832
2026
Q1 		$9.41K Buy
+500
New +$9.54K ﹤0.01% 3320

Other funds holding PREF

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS AM's PREF Position: Q2 2026 in Review

UBS AM sold out of Principal Spectrum Preferred Securities Active ETF (PREF) in Q2 2026, closing a stake of 500 shares — an estimated $9.41K sold.

UBS AM first reported a position in PREF in Q1 2026 and held it in 1 quarter. The position peaked at $9.41K in Q1 2026. 134 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

  • UBS AM reported no remaining Principal Spectrum Preferred Securities Active ETF position as of Q2 2026 after selling out during the quarter.
  • UBS AM sold 500 Principal Spectrum Preferred Securities Active ETF shares in Q2 2026, an estimated $9.41K.
  • UBS AM first reported a position in Principal Spectrum Preferred Securities Active ETF in Q1 2026 and held it in 1 quarter.
  • UBS AM's Principal Spectrum Preferred Securities Active ETF position peaked at $9.41K in Q1 2026.
  • 134 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.