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
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 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 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: Q1 2026 in Review

UBS Group opened a new position in ActivePassive Core Bond ETF (APCB) in Q1 2026: 54 shares worth $1.59K. The stake represents ﹤0.01% of the portfolio and ranks #9486 among its holdings. This is a return to the name: UBS Group previously reported a position in APCB as recently as Q2 2025.

UBS Group first reported a position in APCB in Q2 2024 and has held it in 4 quarters since. The position peaked at $112K in Q2 2024. 38 funds tracked by Wall St. Rank hold APCB as of Q1 2026.

  • UBS Group held 54 shares of ActivePassive Core Bond ETF worth $1.59K as of Q1 2026.
  • ActivePassive Core Bond ETF was a new UBS Group position in Q1 2026.
  • ActivePassive Core Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9486 holding.
  • UBS Group first reported a position in ActivePassive Core Bond ETF in Q2 2024 and has held it in 4 quarters since.
  • UBS Group's ActivePassive Core Bond ETF position peaked at $112K in Q2 2024.
  • 38 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.