UBS Group
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UBS Group’s Nuveen Preferred and Income ETF NPFI Stock Holding History

UBS Group’s Portfolio NPFI Stock Details NPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.34K Buy
+357
New +$9.29K ﹤0.01% 8608
2025
Q3 		– Sell
-1,064
Closed -$27.7K – 11057
2025
Q2 		$27.7K Buy
1,064
+303
+40% +$7.74K ﹤0.01% 8218
2025
Q1 		$19.6K Buy
+761
New +$19.6K ﹤0.01% 8253

Other funds holding NPFI

BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

UBS Group's NPFI Position: Q2 2026 in Review

UBS Group opened a new position in Nuveen Preferred and Income ETF (NPFI) in Q2 2026: 357 shares worth $9.34K. The stake represents ﹤0.01% of the portfolio and ranks #8608 among its holdings. This is a return to the name: UBS Group previously reported a position in NPFI as recently as Q2 2025.

UBS Group first reported a position in NPFI in Q1 2025 and has held it in 3 quarters since. The position peaked at $27.7K in Q2 2025. 21 funds tracked by Wall St. Rank hold NPFI as of Q2 2026.

  • UBS Group held 357 shares of Nuveen Preferred and Income ETF worth $9.34K as of Q2 2026.
  • Nuveen Preferred and Income ETF was a new UBS Group position in Q2 2026.
  • Nuveen Preferred and Income ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8608 holding.
  • UBS Group first reported a position in Nuveen Preferred and Income ETF in Q1 2025 and has held it in 3 quarters since.
  • UBS Group's Nuveen Preferred and Income ETF position peaked at $27.7K in Q2 2025.
  • 21 funds tracked by Wall St. Rank held Nuveen Preferred and Income ETF as of Q2 2026.

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