UBS Group
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UBS Group’s ActivePassive Core Bond ETF APCB Stock Holding History

UBS Group’s Portfolio APCB Stock Details APCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-54
Closed -$1.59K – 10426
2026
Q1 		$1.59K Buy
+54
New +$1.6K ﹤0.01% 9486
2025
Q3 		– Sell
-2,932
Closed -$86.9K – 10313
2025
Q2 		$86.9K Buy
+2,932
New +$85.9K ﹤0.01% 7349
2025
Q1 		– Sell
-3,394
Closed -$98.4K – 10197
2024
Q4 		$98.4K Buy
+3,394
New +$100K ﹤0.01% 6886
2024
Q3 		– Sell
-3,809
Closed -$112K – 9478
2024
Q2 		$112K Buy
+3,809
New +$111K ﹤0.01% 6097

Other funds holding APCB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

UBS Group's APCB Position: Q2 2026 in Review

UBS Group sold out of ActivePassive Core Bond ETF (APCB) in Q2 2026, closing a stake of 54 shares — an estimated $1.59K sold.

UBS Group first reported a position in APCB in Q2 2024 and held it in 4 quarters. The position peaked at $112K in Q2 2024. 39 funds tracked by Wall St. Rank hold APCB as of Q2 2026.

  • UBS Group reported no remaining ActivePassive Core Bond ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 54 ActivePassive Core Bond ETF shares in Q2 2026, an estimated $1.59K.
  • UBS Group first reported a position in ActivePassive Core Bond ETF in Q2 2024 and held it in 4 quarters.
  • UBS Group's ActivePassive Core Bond ETF position peaked at $112K in Q2 2024.
  • 39 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q2 2026.

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