UBS Group
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UBS Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

UBS Group’s Portfolio BOND Stock Details BOND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$87.3M Buy
946,854
+35,151
+4% +$3.24M 0.01% 1228
2026
Q1 		$84.1M Buy
911,703
+22,498
+3% +$2.1M 0.01% 1188
2025
Q4 		$82.8M Buy
889,205
+74,794
+9% +$7M 0.01% 1163
2025
Q3 		$76M Sell
814,411
-129,714
-14% -$12M 0.01% 1257
2025
Q2 		$87M Buy
944,125
+71,545
+8% +$6.51M 0.02% 1067
2025
Q1 		$80.7M Sell
872,580
-149,696
-15% -$13.7M 0.01% 1073
2024
Q4 		$92.4M Buy
1,022,276
+151,045
+17% +$13.9M 0.02% 971
2024
Q3 		$82.4M Buy
871,231
+66,058
+8% +$6.17M 0.02% 837
2024
Q2 		$73.3M Buy
805,173
+38,435
+5% +$3.48M 0.02% 805
2024
Q1 		$70.4M Buy
766,738
+122,573
+19% +$11.2M 0.02% 835
2023
Q4 		$59.6M Buy
644,165
+276,508
+75% +$24.5M 0.02% 874
2023
Q3 		$32.3M Sell
367,657
-20,441
-5% -$1.84M 0.01% 1126
2023
Q2 		$35.6M Buy
388,098
+78,114
+25% +$7.2M 0.01% 1017
2023
Q1 		$28.8M Sell
309,984
-21,794
-7% -$2.01M 0.01% 1128
2022
Q4 		$30M Buy
331,778
+43,870
+15% +$3.95M 0.01% 1142
2022
Q3 		$25.8M Sell
287,908
-174,675
-38% -$16.5M 0.01% 1104
2022
Q2 		$44.1M Sell
462,583
-5,773
-1% -$561K 0.02% 802
2022
Q1 		$47.7M Sell
468,356
-172,808
-27% -$18.2M 0.02% 873
2021
Q4 		$70.1M Buy
641,164
+50,476
+9% +$5.54M 0.02% 757
2021
Q3 		$65.3M Buy
590,688
+35,234
+6% +$3.93M 0.02% 723
2021
Q2 		$61.6M Buy
555,454
+86,105
+18% +$9.5M 0.02% 738
2021
Q1 		$51.4M Buy
469,349
+29,694
+7% +$3.31M 0.02% 824
2020
Q4 		$49.7M Buy
439,655
+27,404
+7% +$3.08M 0.02% 790
2020
Q3 		$46.3M Buy
412,251
+77,007
+23% +$8.66M 0.02% 686
2020
Q2 		$37.4M Buy
335,244
+39,669
+13% +$4.34M 0.02% 742
2020
Q1 		$31.4M Sell
295,575
-10,022
-3% -$1.09M 0.01% 764
2019
Q4 		$32.9M Buy
305,597
+2,902
+1% +$314K 0.01% 1028
2019
Q3 		$33M Buy
302,695
+63,782
+27% +$6.91M 0.01% 911
2019
Q2 		$25.7M Buy
238,913
+5,530
+2% +$585K 0.01% 1039
2019
Q1 		$24.6M Buy
233,383
+17,274
+8% +$1.79M 0.01% 1014
2018
Q4 		$22.2M Buy
216,109
+82,622
+62% +$8.39M 0.01% 1012
2018
Q3 		$13.7M Sell
133,487
-1,044
-0.8% -$107K 0.01% 1511
2018
Q2 		$13.9M Sell
134,531
-3,075
-2% -$316K 0.01% 1449
2018
Q1 		$14.3M Sell
137,606
-11,286
-8% -$1.18M 0.01% 1401
2017
Q4 		$15.8M Sell
148,892
-16,809
-10% -$1.79M 0.01% 1359
2017
Q3 		$17.3M Sell
165,701
-43,437
-21% -$4.63M 0.01% 1198
2017
Q2 		$22.2M Sell
209,138
-85,747
-29% -$9.08M 0.01% 991
2017
Q1 		$31.1M Sell
294,885
-64,610
-18% -$6.77M 0.02% 767
2016
Q4 		$37.4M Buy
359,495
+9,952
+3% +$1.05M 0.02% 669
2016
Q3 		$37.7M Buy
349,543
+1,868
+0.5% +$201K 0.02% 633
2016
Q2 		$37.3M Buy
347,675
+12,996
+4% +$1.38M 0.02% 622
2016
Q1 		$35.3M Buy
334,679
+57,102
+21% +$5.96M 0.02% 599
2015
Q4 		$28.9M Sell
277,577
-45,607
-14% -$4.82M 0.02% 754
2015
Q3 		$34.1M Buy
323,184
+25,331
+9% +$2.71M 0.02% 623
2015
Q2 		$31.9M Sell
297,853
-1,823
-0.6% -$197K 0.02% 718
2015
Q1 		$33M Buy
299,676
+3,857
+1% +$422K 0.02% 682
2014
Q4 		$31.7M Buy
+295,819
New +$32.2M 0.02% 726

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

UBS Group's BOND Position: Q2 2026 in Review

UBS Group increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 3.9% in Q2 2026, buying an estimated $3.24M and bringing the position to 946,854 shares worth $87.3M. The position accounts for 0.01% of the portfolio, ranked #1228.

UBS Group first reported a position in BOND in Q4 2014 and has held it in 47 quarters since. The position peaked at $92.4M in Q4 2024. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • UBS Group held 946,854 shares of PIMCO Active Bond Exchange-Traded Fund worth $87.3M as of Q2 2026.
  • UBS Group bought 35,151 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $3.24M.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.01% of UBS Group's portfolio in Q2 2026, its #1228 holding.
  • UBS Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $92.4M in Q4 2024.
  • 540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

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