UBS Group
FLXR

UBS Group’s TCW Flexible Income ETF FLXR Stock Holding History

UBS Group’s Portfolio FLXR Stock Details FLXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$164M Buy
4,185,097
+598,638
+17% +$23.5M 0.02% 782
2026
Q1 		$141M Buy
3,586,459
+689,066
+24% +$27.2M 0.02% 803
2025
Q4 		$115M Buy
2,897,393
+593,856
+26% +$23.6M 0.02% 931
2025
Q3 		$91.7M Buy
2,303,537
+1,130,812
+96% +$44.8M 0.01% 1094
2025
Q2 		$46.3M Buy
+1,172,725
New +$45.8M 0.01% 1594

Other funds holding FLXR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 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
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

UBS Group's FLXR Position: Q2 2026 in Review

UBS Group increased its TCW Flexible Income ETF (FLXR) stake by 17% in Q2 2026, buying an estimated $23.5M and bringing the position to 4,185,097 shares worth $164M. The position accounts for 0.02% of the portfolio, ranked #782.

UBS Group first reported a position in FLXR in Q2 2025 and has held it in 5 quarters since. 173 funds tracked by Wall St. Rank hold FLXR as of Q2 2026.

  • UBS Group held 4,185,097 shares of TCW Flexible Income ETF worth $164M as of Q2 2026.
  • UBS Group bought 598,638 TCW Flexible Income ETF shares in Q2 2026, an estimated $23.5M.
  • TCW Flexible Income ETF made up 0.02% of UBS Group's portfolio in Q2 2026, its #782 holding.
  • UBS Group first reported a position in TCW Flexible Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 173 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q2 2026.

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