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 Q1	$2.45K	Buy	+108	New	+$2.52K	﹤0.01%	9271

Other funds holding PCFI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

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

UBS Group's PCFI Position: Q1 2026 in Review

UBS Group opened a new position in Polen Floating Rate Income ETF (PCFI) in Q1 2026: 108 shares worth $2.45K. The stake represents ﹤0.01% of the portfolio and ranks #9271 among its holdings.

4 funds tracked by Wall St. Rank hold PCFI as of Q1 2026.

UBS Group held 108 shares of Polen Floating Rate Income ETF worth $2.45K as of Q1 2026.
Polen Floating Rate Income ETF was a new UBS Group position in Q1 2026.
Polen Floating Rate Income ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9271 holding.
4 funds tracked by Wall St. Rank held Polen Floating Rate Income ETF as of Q1 2026.

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