UBS Group
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UBS Group’s Principal Capital Appreciation Select ETF LCAP Stock Holding History

UBS Group’s Portfolio LCAP Stock Details LCAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-129
Closed -$3.46K – 11297
2025
Q2 		$3.46K Buy
+129
New +$3.24K ﹤0.01% 9352

Other funds holding LCAP

Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group's LCAP Position: Q3 2025 in Review

UBS Group sold out of Principal Capital Appreciation Select ETF (LCAP) in Q3 2025, closing a stake of 129 shares — an estimated $3.46K sold.

UBS Group first reported a position in LCAP in Q2 2025 and held it in 1 quarter. The position peaked at $3.46K in Q2 2025. 4 funds tracked by Wall St. Rank hold LCAP as of Q3 2025.

  • UBS Group reported no remaining Principal Capital Appreciation Select ETF position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 129 Principal Capital Appreciation Select ETF shares in Q3 2025, an estimated $3.46K.
  • UBS Group first reported a position in Principal Capital Appreciation Select ETF in Q2 2025 and held it in 1 quarter.
  • UBS Group's Principal Capital Appreciation Select ETF position peaked at $3.46K in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Principal Capital Appreciation Select ETF as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.