UBS Group
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UBS Group’s Principal Investment Grade Corporate Active ETF IG Stock Holding History

UBS Group’s Portfolio IG Stock Details IG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-919
Closed -$19.2K – 10808
2025
Q4 		$19.2K Buy
+919
New +$19.3K ﹤0.01% 7814
2025
Q3 		– Sell
-205
Closed -$4.27K – 10581
2025
Q2 		$4.27K Sell
205
-325
-61% -$6.63K ﹤0.01% 9285
2025
Q1 		$11K Buy
+530
New +$10.9K ﹤0.01% 8581
2024
Q3 		– Sell
-62
Closed -$1.27K – 9760
2024
Q2 		$1.27K Sell
62
-613
-91% -$12.5K ﹤0.01% 8607
2024
Q1 		$13.9K Sell
675
-27
-4% -$558 ﹤0.01% 7081
2023
Q4 		$14.7K Buy
702
+683
+3,595% +$13.6K ﹤0.01% 7275
2023
Q3 		$374 Sell
19
-1,196
-98% -$24.1K ﹤0.01% 8542
2023
Q2 		$25K Buy
1,215
+460
+61% +$9.5K ﹤0.01% 6780
2023
Q1 		$15.8K Buy
+755
New +$15.8K ﹤0.01% 7265
2022
Q3 		– Sell
-810
Closed -$18K – 10605
2022
Q2 		$18K Buy
+810
New +$18.3K ﹤0.01% 7013
2022
Q1 		– Sell
-685
Closed -$18K – 10529
2021
Q4 		$18K Sell
685
-2,458
-78% -$65.1K ﹤0.01% 7973
2021
Q3 		$84K Buy
+3,143
New +$84.6K ﹤0.01% 5943
2021
Q2 		– Sell
-1,561
Closed -$40K – 9566
2021
Q1 		$40K Buy
+1,561
New +$41.5K ﹤0.01% 6765
2020
Q3 		– Sell
-252
Closed -$7K – 8188
2020
Q2 		$7K Sell
252
-1,049
-81% -$27.1K ﹤0.01% 7222
2020
Q1 		$32K Buy
+1,301
New +$33.6K ﹤0.01% 6167

Other funds holding IG

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM
LFIA
Legacy Financial Independent Advisors Louisville, Kentucky $192M AUM
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group's IG Position: Q1 2026 in Review

UBS Group sold out of Principal Investment Grade Corporate Active ETF (IG) in Q1 2026, closing a stake of 919 shares — an estimated $19.2K sold.

UBS Group first reported a position in IG in Q1 2020 and held it in 15 quarters. The position peaked at $84K in Q3 2021. 24 funds tracked by Wall St. Rank hold IG as of Q1 2026.

  • UBS Group reported no remaining Principal Investment Grade Corporate Active ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 919 Principal Investment Grade Corporate Active ETF shares in Q1 2026, an estimated $19.2K.
  • UBS Group first reported a position in Principal Investment Grade Corporate Active ETF in Q1 2020 and held it in 15 quarters.
  • UBS Group's Principal Investment Grade Corporate Active ETF position peaked at $84K in Q3 2021.
  • 24 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q1 2026.

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