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
Q2 		$997K Buy
20,225
+1,527
+8% +$75.5K ﹤0.01% 5735
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 – 9729
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 $112B AUM 36.28% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
FWP
Flatrock Wealth Partners Newport Beach, California $255M AUM
CAP
Cordoba Advisory Partners New York $472M AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group's LONZ Position: Q2 2026 in Review

UBS Group increased its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 8.2% in Q2 2026, buying an estimated $75.5K and bringing the position to 20,225 shares worth $997K. The position accounts for ﹤0.01% of the portfolio, ranked #5735.

UBS Group first reported a position in LONZ in Q4 2022 and has held it in 11 quarters since. 73 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

  • UBS Group held 20,225 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $997K as of Q2 2026.
  • UBS Group bought 1,527 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $75.5K.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5735 holding.
  • UBS Group first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q4 2022 and has held it in 11 quarters since.
  • 73 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.