UBS Group
BILZ icon

UBS Group’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

UBS Group’s Portfolio BILZ Stock Details BILZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$74.8K Buy
+741
New +$74.7K ﹤0.01% 7346
2026
Q1 		– Sell
-85
Closed -$8.56K – 10507
2025
Q4 		$8.56K Sell
85
-3
-3% -$303 ﹤0.01% 8353
2025
Q3 		$8.9K Sell
88
-6,417
-99% -$648K ﹤0.01% 8632
2025
Q2 		$658K Sell
6,505
-7,042
-52% -$712K ﹤0.01% 5785
2025
Q1 		$1.37M Buy
13,547
+12,672
+1,448% +$1.28M ﹤0.01% 5022
2024
Q4 		$88.2K Sell
875
-180
-17% -$18.2K ﹤0.01% 6955
2024
Q3 		$107K Buy
1,055
+784
+289% +$79.2K ﹤0.01% 6310
2024
Q2 		$27.4K Buy
+271
New +$27.4K ﹤0.01% 7112

Other funds holding BILZ

AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Delta Investment Management
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Beacon Capital Management LLC (Tennessee)
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

UBS Group's BILZ Position: Q2 2026 in Review

UBS Group opened a new position in PIMCO Ultra Short Government Active ETF (BILZ) in Q2 2026: 741 shares worth $74.8K. The stake represents ﹤0.01% of the portfolio and ranks #7346 among its holdings. This is a return to the name: UBS Group previously reported a position in BILZ as recently as Q4 2025.

UBS Group first reported a position in BILZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.37M in Q1 2025. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • UBS Group held 741 shares of PIMCO Ultra Short Government Active ETF worth $74.8K as of Q2 2026.
  • PIMCO Ultra Short Government Active ETF was a new UBS Group position in Q2 2026.
  • PIMCO Ultra Short Government Active ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7346 holding.
  • UBS Group first reported a position in PIMCO Ultra Short Government Active ETF in Q2 2024 and has held it in 8 quarters since.
  • UBS Group's PIMCO Ultra Short Government Active ETF position peaked at $1.37M in Q1 2025.
  • 122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

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