UBS Group
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UBS Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

UBS Group’s Portfolio PFF Stock Details PFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-73,000
Closed -$2.66M – 8651
2020
Q3 		$2.66M Buy
73,000
+25,600
+54% +$921K ﹤0.01% 2776
2020
Q2 		$1.64M Buy
+47,400
New +$1.61M ﹤0.01% 3063

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group's PFF Position: Q1 2026 in Review

UBS Group increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.99% in Q1 2026, buying an estimated $1.87M and bringing the position to 6,095,089 shares worth $185M. The position accounts for 0.03% of the portfolio, ranked #653.

UBS Group first reported a position in PFF in Q4 2014 and has held it in 46 quarters since. The position peaked at $289M in Q4 2021. 966 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • UBS Group held 6,095,089 shares of iShares Preferred and Income Securities ETF worth $185M as of Q1 2026.
  • UBS Group bought 59,754 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $1.87M.
  • iShares Preferred and Income Securities ETF made up 0.03% of UBS Group's portfolio in Q1 2026, its #653 holding.
  • UBS Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's iShares Preferred and Income Securities ETF position peaked at $289M in Q4 2021.
  • 966 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

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