UBS Group
PFF icon

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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group's PFF Position: Q2 2026 in Review

UBS Group increased its iShares Preferred and Income Securities ETF (PFF) stake by 1.4% in Q2 2026, buying an estimated $2.61M and bringing the position to 6,178,759 shares worth $188M. The position accounts for 0.02% of the portfolio, ranked #704.

UBS Group first reported a position in PFF in Q4 2014 and has held it in 47 quarters since. The position peaked at $289M in Q4 2021. 972 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

  • UBS Group held 6,178,759 shares of iShares Preferred and Income Securities ETF worth $188M as of Q2 2026.
  • UBS Group bought 83,670 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $2.61M.
  • iShares Preferred and Income Securities ETF made up 0.02% of UBS Group's portfolio in Q2 2026, its #704 holding.
  • UBS Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's iShares Preferred and Income Securities ETF position peaked at $289M in Q4 2021.
  • 972 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

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