UBS Group
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UBS Group’s Principal Focused Blue Chip ETF BCHP Stock Holding History

UBS Group’s Portfolio BCHP Stock Details BCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-267
Closed -$8.61K – 10252
2025
Q1 		$8.61K Buy
+267
New +$9.11K ﹤0.01% 8742
2024
Q4 		– Sell
-58
Closed -$1.92K – 9926
2024
Q3 		$1.92K Buy
+58
New +$1.86K ﹤0.01% 8527
2024
Q2 		– Sell
-18
Closed -$563 – 9518
2024
Q1 		$563 Buy
+18
New +$537 ﹤0.01% 8469

Other funds holding BCHP

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group's BCHP Position: Q2 2025 in Review

UBS Group sold out of Principal Focused Blue Chip ETF (BCHP) in Q2 2025, closing a stake of 267 shares — an estimated $8.61K sold.

UBS Group first reported a position in BCHP in Q1 2024 and held it in 3 quarters. The position peaked at $8.61K in Q1 2025. 9 funds tracked by Wall St. Rank hold BCHP as of Q2 2025.

  • UBS Group reported no remaining Principal Focused Blue Chip ETF position as of Q2 2025 after selling out during the quarter.
  • UBS Group sold 267 Principal Focused Blue Chip ETF shares in Q2 2025, an estimated $8.61K.
  • UBS Group first reported a position in Principal Focused Blue Chip ETF in Q1 2024 and held it in 3 quarters.
  • UBS Group's Principal Focused Blue Chip ETF position peaked at $8.61K in Q1 2025.
  • 9 funds tracked by Wall St. Rank held Principal Focused Blue Chip ETF as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.