UBS Group
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UBS Group’s PIMCO RAFI Dynamic Multi-Factor US Equity ETF MFUS Stock Holding History

UBS Group’s Portfolio MFUS Stock Details MFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-128
Closed -$7.25K – 10906
2025
Q4 		$7.25K Buy
+128
New +$7.18K ﹤0.01% 8463
2024
Q4 		– Sell
-205
Closed -$10.4K – 10219
2024
Q3 		$10.4K Buy
+205
New +$9.93K ﹤0.01% 7728
2024
Q1 		– Sell
-1,787
Closed -$74.8K – 9752
2023
Q4 		$74.8K Buy
1,787
+1,128
+171% +$44.2K ﹤0.01% 6344
2023
Q3 		$25.3K Sell
659
-328
-33% -$13K ﹤0.01% 6679
2023
Q2 		$39K Buy
987
+741
+301% +$28.2K ﹤0.01% 6598
2023
Q1 		$9.42K Sell
246
-201
-45% -$7.76K ﹤0.01% 7659
2022
Q4 		$17K Buy
+447
New +$17K ﹤0.01% 7860
2022
Q3 		– Sell
-220
Closed -$8K – 10698
2022
Q2 		$8K Buy
220
+96
+77% +$3.75K ﹤0.01% 8325
2022
Q1 		$5K Sell
124
-1,028
-89% -$41.5K ﹤0.01% 9143
2021
Q4 		$48K Sell
1,152
-310
-21% -$12.6K ﹤0.01% 6936
2021
Q3 		$56K Buy
1,462
+1,209
+478% +$47.2K ﹤0.01% 6249
2021
Q2 		$10K Sell
253
-1,281
-84% -$48.9K ﹤0.01% 8051
2021
Q1 		$56K Sell
1,534
-656
-30% -$23.1K ﹤0.01% 6428
2020
Q4 		$74K Buy
2,190
+330
+18% +$10.6K ﹤0.01% 5894
2020
Q3 		$56K Sell
1,860
-478
-20% -$14K ﹤0.01% 5564
2020
Q2 		$65K Sell
2,338
-1,694
-42% -$44.8K ﹤0.01% 5653
2020
Q1 		$96K Buy
+4,032
New +$117K ﹤0.01% 5329
2019
Q4 		– Sell
-2,207
Closed -$66K – 8298
2019
Q3 		$66K Buy
+2,207
New +$65.1K ﹤0.01% 6030
2018
Q4 		– Sell
-100
Closed -$3K – 8195
2018
Q3 		$3K Buy
+100
New +$2.93K ﹤0.01% 7655
2018
Q2 		– Sell
-1,390
Closed -$38K – 8149
2018
Q1 		$38K Buy
+1,390
New +$39.1K ﹤0.01% 5922

Other funds holding MFUS

SC
Schiavi & Co Wilmington, Delaware $378M AUM 16.22% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
MIM
Marshall Investment Management Littleton, Colorado $241M AUM 30.53% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
E
EntreWealth Austin, Texas $270M AUM 17.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

UBS Group's MFUS Position: Q1 2026 in Review

UBS Group sold out of PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) in Q1 2026, closing a stake of 128 shares — an estimated $7.25K sold.

UBS Group first reported a position in MFUS in Q1 2018 and held it in 20 quarters. The position peaked at $96K in Q1 2020. 32 funds tracked by Wall St. Rank hold MFUS as of Q1 2026.

  • UBS Group reported no remaining PIMCO RAFI Dynamic Multi-Factor US Equity ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 128 PIMCO RAFI Dynamic Multi-Factor US Equity ETF shares in Q1 2026, an estimated $7.25K.
  • UBS Group first reported a position in PIMCO RAFI Dynamic Multi-Factor US Equity ETF in Q1 2018 and held it in 20 quarters.
  • UBS Group's PIMCO RAFI Dynamic Multi-Factor US Equity ETF position peaked at $96K in Q1 2020.
  • 32 funds tracked by Wall St. Rank held PIMCO RAFI Dynamic Multi-Factor US Equity ETF as of Q1 2026.

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