UBS Group
BOND icon

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
2015
Q1 		– Sell
-1,000
Closed -$107K – 8826
2014
Q4 		$107K Buy
+1,000
New +$109K ﹤0.01% 5634

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group's BOND Position: Q1 2026 in Review

UBS Group increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 2.5% in Q1 2026, buying an estimated $2.1M and bringing the position to 911,703 shares worth $84.1M. The position accounts for 0.01% of the portfolio, ranked #1188.

UBS Group first reported a position in BOND in Q4 2014 and has held it in 46 quarters since. The position peaked at $92.4M in Q4 2024. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • UBS Group held 911,703 shares of PIMCO Active Bond Exchange-Traded Fund worth $84.1M as of Q1 2026.
  • UBS Group bought 22,498 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $2.1M.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.01% of UBS Group's portfolio in Q1 2026, its #1188 holding.
  • UBS Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $92.4M in Q4 2024.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

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