UBS Group’s Parametric Equity Premium Income ETF PAPI Stock Holding History

UBS Group’s Portfolio PAPI Stock Details PAPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-261	Closed	-$6.73K	–	10991
2025 Q4	$6.73K	Buy	+261	New	+$6.74K	﹤0.01%	8519
2024 Q2	–	Sell	-453	Closed	-$12.3K	–	9946
2024 Q1	$12.3K	Buy	+453	New	+$11.7K	﹤0.01%	7144

Other funds holding PAPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWAM

Blue Water Asset Management Grand Rapids, Michigan $289M AUM

LWP

LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

UBS Group's PAPI Position: Q1 2026 in Review

UBS Group sold out of Parametric Equity Premium Income ETF (PAPI) in Q1 2026, closing a stake of 261 shares — an estimated $6.73K sold.

UBS Group first reported a position in PAPI in Q1 2024 and held it in 2 quarters. The position peaked at $12.3K in Q1 2024. 28 funds tracked by Wall St. Rank hold PAPI as of Q1 2026.

UBS Group reported no remaining Parametric Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
UBS Group sold 261 Parametric Equity Premium Income ETF shares in Q1 2026, an estimated $6.73K.
UBS Group first reported a position in Parametric Equity Premium Income ETF in Q1 2024 and held it in 2 quarters.
UBS Group's Parametric Equity Premium Income ETF position peaked at $12.3K in Q1 2024.
28 funds tracked by Wall St. Rank held Parametric Equity Premium Income ETF as of Q1 2026.

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