UBS Group’s Polen Floating Rate Income ETF PCFI Stock Holding History

UBS Group’s Portfolio PCFI Stock Details PCFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.2K	Buy	588 +480	+444%	+$10.9K	﹤0.01%	8403
2026 Q1	$2.45K	Buy	+108	New	+$2.52K	﹤0.01%	9271

Other funds holding PCFI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group's PCFI Position: Q2 2026 in Review

UBS Group increased its Polen Floating Rate Income ETF (PCFI) stake by 444% in Q2 2026, buying an estimated $10.9K and bringing the position to 588 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #8403.

UBS Group first reported a position in PCFI in Q1 2026 and has held it in 2 quarters since. 3 funds tracked by Wall St. Rank hold PCFI as of Q2 2026.

UBS Group held 588 shares of Polen Floating Rate Income ETF worth $13.2K as of Q2 2026.
UBS Group bought 480 Polen Floating Rate Income ETF shares in Q2 2026, an estimated $10.9K.
Polen Floating Rate Income ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8403 holding.
UBS Group first reported a position in Polen Floating Rate Income ETF in Q1 2026 and has held it in 2 quarters since.
3 funds tracked by Wall St. Rank held Polen Floating Rate Income ETF as of Q2 2026.

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