UBS Group
BCLO

UBS Group’s iShares BBB-B CLO Active ETF BCLO Stock Holding History

UBS Group’s Portfolio BCLO Stock Details BCLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.2K Buy
310
+296
+2,114% +$14.6K ﹤0.01% 8135
2025
Q4 		$694 Buy
+14
New +$697 ﹤0.01% 9843

Other funds holding BCLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

UBS Group's BCLO Position: Q1 2026 in Review

UBS Group increased its iShares BBB-B CLO Active ETF (BCLO) stake by 2,114% in Q1 2026, buying an estimated $14.6K and bringing the position to 310 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #8135.

UBS Group first reported a position in BCLO in Q4 2025 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold BCLO as of Q1 2026.

  • UBS Group held 310 shares of iShares BBB-B CLO Active ETF worth $15.2K as of Q1 2026.
  • UBS Group bought 296 iShares BBB-B CLO Active ETF shares in Q1 2026, an estimated $14.6K.
  • iShares BBB-B CLO Active ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8135 holding.
  • UBS Group first reported a position in iShares BBB-B CLO Active ETF in Q4 2025 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held iShares BBB-B CLO Active ETF as of Q1 2026.

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