UBS Group
PCMM

UBS Group’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

UBS Group’s Portfolio PCMM Stock Details PCMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.2K Buy
+573
New +$28.7K ﹤0.01% 7729
2025
Q4 		– Sell
-10
Closed -$506 – 11409
2025
Q3 		$506 Sell
10
-10
-50% -$506 ﹤0.01% 9645
2025
Q2 		$1.01K Buy
20
+16
+400% +$807 ﹤0.01% 9689
2025
Q1 		$204 Buy
+4
New +$203 ﹤0.01% 9888

Other funds holding PCMM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $509M AUM
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

UBS Group's PCMM Position: Q1 2026 in Review

UBS Group opened a new position in BondBloxx Private Credit CLO ETF (PCMM) in Q1 2026: 573 shares worth $28.2K. The stake represents ﹤0.01% of the portfolio and ranks #7729 among its holdings. This is a return to the name: UBS Group previously reported a position in PCMM as recently as Q3 2025.

UBS Group first reported a position in PCMM in Q1 2025 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold PCMM as of Q1 2026.

  • UBS Group held 573 shares of BondBloxx Private Credit CLO ETF worth $28.2K as of Q1 2026.
  • BondBloxx Private Credit CLO ETF was a new UBS Group position in Q1 2026.
  • BondBloxx Private Credit CLO ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7729 holding.
  • UBS Group first reported a position in BondBloxx Private Credit CLO ETF in Q1 2025 and has held it in 4 quarters since.
  • 70 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q1 2026.

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