UBS Group
LONZ icon

UBS Group’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

UBS Group’s Portfolio LONZ Stock Details LONZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$923K Buy
18,698
+1,743
+10% +$86.9K ﹤0.01% 5611
2025
Q4 		$852K Buy
16,955
+11,875
+234% +$601K ﹤0.01% 5710
2025
Q3 		$259K Buy
5,080
+162
+3% +$8.25K ﹤0.01% 6517
2025
Q2 		$251K Sell
4,918
-582
-11% -$29.3K ﹤0.01% 6568
2025
Q1 		$277K Buy
5,500
+622
+13% +$31.6K ﹤0.01% 6314
2024
Q4 		$249K Buy
4,878
+2,135
+78% +$109K ﹤0.01% 6317
2024
Q3 		$140K Buy
2,743
+85
+3% +$4.33K ﹤0.01% 6114
2024
Q2 		$136K Buy
+2,658
New +$136K ﹤0.01% 5946
2024
Q1 		– Sell
-2
Closed -$101 – 9730
2023
Q4 		$101 Buy
+2
New +$100 ﹤0.01% 8933
2023
Q1 		– Sell
-1,162
Closed -$56.7K – 10018
2022
Q4 		$56.7K Buy
+1,162
New +$56.9K ﹤0.01% 6652

Other funds holding LONZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
FWP
Flatrock Wealth Partners Newport Beach, California $222M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $362M AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return