UBS Group
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UBS Group’s Franklin Income Focus ETF INCM Stock Holding History

UBS Group’s Portfolio INCM Stock Details INCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.23K Buy
+182
New +$5.27K ﹤0.01% 8817
2024
Q1 		– Sell
-1,869
Closed -$48K – 9652
2023
Q4 		$48K Buy
+1,869
New +$45.8K ﹤0.01% 6557
2023
Q3 		– Sell
-200
Closed -$5.05K – 9699
2023
Q2 		$5.05K Buy
+200
New +$5.03K ﹤0.01% 7479

Other funds holding INCM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $269M AUM 16.92% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group's INCM Position: Q1 2026 in Review

UBS Group opened a new position in Franklin Income Focus ETF (INCM) in Q1 2026: 182 shares worth $5.23K. The stake represents ﹤0.01% of the portfolio and ranks #8817 among its holdings. This is a return to the name: UBS Group previously reported a position in INCM as recently as Q4 2023.

UBS Group first reported a position in INCM in Q2 2023 and has held it in 3 quarters since. The position peaked at $48K in Q4 2023. 115 funds tracked by Wall St. Rank hold INCM as of Q1 2026.

  • UBS Group held 182 shares of Franklin Income Focus ETF worth $5.23K as of Q1 2026.
  • Franklin Income Focus ETF was a new UBS Group position in Q1 2026.
  • Franklin Income Focus ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8817 holding.
  • UBS Group first reported a position in Franklin Income Focus ETF in Q2 2023 and has held it in 3 quarters since.
  • UBS Group's Franklin Income Focus ETF position peaked at $48K in Q4 2023.
  • 115 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q1 2026.

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