UBS Group
FLBL icon

UBS Group’s Franklin Senior Loan ETF FLBL Stock Holding History

UBS Group’s Portfolio FLBL Stock Details FLBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-272
Closed -$6.37K – 10708
2025
Q4 		$6.37K Buy
272
+258
+1,843% +$6.12K ﹤0.01% 8561
2025
Q3 		$336 Buy
+14
New +$338 ﹤0.01% 9726
2023
Q3 		– Sell
-2,500
Closed -$60.2K – 9616
2023
Q2 		$60.2K Buy
+2,500
New +$59K ﹤0.01% 6369
2023
Q1 		– Sell
-3,856
Closed -$88.8K – 9824
2022
Q4 		$88.8K Buy
3,856
+1,770
+85% +$41K ﹤0.01% 6215
2022
Q3 		$48K Buy
+2,086
New +$49.3K ﹤0.01% 6383
2022
Q1 		– Sell
-265
Closed -$7K – 10443
2021
Q4 		$7K Buy
265
+226
+579% +$5.64K ﹤0.01% 9145
2021
Q3 		$1K Sell
39
-1,330
-97% -$33.2K ﹤0.01% 9179
2021
Q2 		$34K Buy
1,369
+636
+87% +$15.9K ﹤0.01% 6795
2021
Q1 		$18K Sell
733
-482
-40% -$12.1K ﹤0.01% 7458
2020
Q4 		$30K Buy
1,215
+1,176
+3,015% +$28.7K ﹤0.01% 6632
2020
Q3 		$1K Buy
+39
New +$939 ﹤0.01% 7782
2020
Q2 		– Sell
-176
Closed -$4K – 8066
2020
Q1 		$4K Sell
176
-780
-82% -$18.9K ﹤0.01% 7385
2019
Q4 		$24K Sell
956
-752
-44% -$18.8K ﹤0.01% 6770
2019
Q3 		$43K Sell
1,708
-84
-5% -$2.1K ﹤0.01% 6277
2019
Q2 		$44K Sell
1,792
-200
-10% -$5.01K ﹤0.01% 6028
2019
Q1 		$50K Buy
1,992
+38
+2% +$948 ﹤0.01% 5548
2018
Q4 		$47K Buy
+1,954
New +$49K ﹤0.01% 6136

Other funds holding FLBL

HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return

UBS Group's FLBL Position: Q1 2026 in Review

UBS Group sold out of Franklin Senior Loan ETF (FLBL) in Q1 2026, closing a stake of 272 shares — an estimated $6.37K sold.

UBS Group first reported a position in FLBL in Q4 2018 and held it in 17 quarters. The position peaked at $88.8K in Q4 2022. 119 funds tracked by Wall St. Rank hold FLBL as of Q1 2026.

  • UBS Group reported no remaining Franklin Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 272 Franklin Senior Loan ETF shares in Q1 2026, an estimated $6.37K.
  • UBS Group first reported a position in Franklin Senior Loan ETF in Q4 2018 and held it in 17 quarters.
  • UBS Group's Franklin Senior Loan ETF position peaked at $88.8K in Q4 2022.
  • 119 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q1 2026.

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