UBS Group
BALI icon

UBS Group’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

UBS Group’s Portfolio BALI Stock Details BALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.62K Buy
150
+45
+43% +$1.43K ﹤0.01% 8910
2025
Q4 		$3.33K Buy
+105
New +$3.32K ﹤0.01% 9050
2024
Q4 		– Sell
-1,077
Closed -$32.7K – 9916
2024
Q3 		$32.7K Buy
+1,077
New +$31.9K ﹤0.01% 7084

Other funds holding BALI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

UBS Group's BALI Position: Q1 2026 in Review

UBS Group increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 43% in Q1 2026, buying an estimated $1.43K and bringing the position to 150 shares worth $4.62K. The position accounts for ﹤0.01% of the portfolio, ranked #8910.

UBS Group first reported a position in BALI in Q3 2024 and has held it in 3 quarters since. The position peaked at $32.7K in Q3 2024. 143 funds tracked by Wall St. Rank hold BALI as of Q1 2026.

  • UBS Group held 150 shares of iShares U.S. Large Cap Premium Income Active ETF worth $4.62K as of Q1 2026.
  • UBS Group bought 45 iShares U.S. Large Cap Premium Income Active ETF shares in Q1 2026, an estimated $1.43K.
  • iShares U.S. Large Cap Premium Income Active ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8910 holding.
  • UBS Group first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q3 2024 and has held it in 3 quarters since.
  • UBS Group's iShares U.S. Large Cap Premium Income Active ETF position peaked at $32.7K in Q3 2024.
  • 143 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q1 2026.

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