UBS Group
HERD icon

UBS Group’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

UBS Group’s Portfolio HERD Stock Details HERD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-12
Closed -$522 – 10778
2025
Q4 		$522 Sell
12
-4,793
-100% -$208K ﹤0.01% 9914
2025
Q3 		$204K Sell
4,805
-995
-17% -$41.3K ﹤0.01% 6657
2025
Q2 		$231K Sell
5,800
-344
-6% -$13K ﹤0.01% 6629
2025
Q1 		$230K Buy
6,144
+5,972
+3,472% +$230K ﹤0.01% 6449
2024
Q4 		$6.52K Sell
172
-235
-58% -$9.27K ﹤0.01% 8557
2024
Q3 		$16.3K Buy
407
+114
+39% +$4.38K ﹤0.01% 7481
2024
Q2 		$10.9K Buy
+293
New +$11.2K ﹤0.01% 7671
2023
Q4 		– Sell
-322
Closed -$11.1K – 9550
2023
Q3 		$11.1K Sell
322
-1,722
-84% -$60.5K ﹤0.01% 7073
2023
Q2 		$69.5K Buy
+2,044
New +$68.1K ﹤0.01% 6276
2022
Q1 		– Sell
-447
Closed -$16K – 10507
2021
Q4 		$16K Sell
447
-617
-58% -$21.6K ﹤0.01% 8161
2021
Q3 		$35K Sell
1,064
-68
-6% -$2.35K ﹤0.01% 6618
2021
Q2 		$39K Sell
1,132
-148
-12% -$5.04K ﹤0.01% 6658
2021
Q1 		$42K Sell
1,280
-440
-26% -$13.7K ﹤0.01% 6725
2020
Q4 		$48K Buy
1,720
+1,495
+664% +$38.7K ﹤0.01% 6222
2020
Q3 		$5K Buy
+225
New +$5.4K ﹤0.01% 7303
2020
Q2 		– Sell
-517
Closed -$9K – 8108
2020
Q1 		$9K Buy
+517
New +$12.2K ﹤0.01% 6989

Other funds holding HERD

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group's HERD Position: Q1 2026 in Review

UBS Group sold out of Pacer Cash Cows Fund of Funds ETF (HERD) in Q1 2026, closing a stake of 12 shares — an estimated $522 sold.

UBS Group first reported a position in HERD in Q1 2020 and held it in 16 quarters. The position peaked at $231K in Q2 2025. 41 funds tracked by Wall St. Rank hold HERD as of Q1 2026.

  • UBS Group reported no remaining Pacer Cash Cows Fund of Funds ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 12 Pacer Cash Cows Fund of Funds ETF shares in Q1 2026, an estimated $522.
  • UBS Group first reported a position in Pacer Cash Cows Fund of Funds ETF in Q1 2020 and held it in 16 quarters.
  • UBS Group's Pacer Cash Cows Fund of Funds ETF position peaked at $231K in Q2 2025.
  • 41 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q1 2026.

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