UBS Group
PFFV icon

UBS Group’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

UBS Group’s Portfolio PFFV Stock Details PFFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.16M Buy
53,155
+51,101
+2,488% +$1.14M ﹤0.01% 5439
2025
Q4 		$45.6K Buy
+2,054
New +$46.7K ﹤0.01% 7275
2025
Q2 		– Sell
-265
Closed -$6.27K – 10694
2025
Q1 		$6.27K Buy
+265
New +$6.33K ﹤0.01% 8915
2024
Q4 		– Sell
-313
Closed -$7.53K – 10273
2024
Q3 		$7.53K Sell
313
-7,586
-96% -$181K ﹤0.01% 7898
2024
Q2 		$187K Buy
7,899
+7,504
+1,900% +$177K ﹤0.01% 5708
2024
Q1 		$9.35K Sell
395
-4,881
-93% -$115K ﹤0.01% 7285
2023
Q4 		$122K Buy
+5,276
New +$120K ﹤0.01% 6067
2023
Q3 		– Sell
-6,885
Closed -$154K – 9845
2023
Q2 		$154K Buy
6,885
+3,662
+114% +$81.4K ﹤0.01% 5662
2023
Q1 		$73.7K Buy
3,223
+1,250
+63% +$29.4K ﹤0.01% 6150
2022
Q4 		$44.4K Buy
1,973
+1,237
+168% +$28.4K ﹤0.01% 6881
2022
Q3 		$17K Buy
+736
New +$17.9K ﹤0.01% 7611
2022
Q2 		– Sell
-2,400
Closed -$63K – 10766
2022
Q1 		$63K Buy
2,400
+1,675
+231% +$44.2K ﹤0.01% 6261
2021
Q4 		$20K Buy
725
+321
+79% +$8.9K ﹤0.01% 7845
2021
Q3 		$11K Buy
+404
New +$11.4K ﹤0.01% 7899

Other funds holding PFFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $162M AUM 18.81% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
LGW
Leslie Global Wealth Itasca, Illinois $190M AUM 19.48% 1-Year Est. Return

UBS Group's PFFV Position: Q1 2026 in Review

UBS Group increased its Global X Variable Rate Preferred ETF (PFFV) stake by 2,488% in Q1 2026, buying an estimated $1.14M and bringing the position to 53,155 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #5439.

UBS Group first reported a position in PFFV in Q3 2021 and has held it in 14 quarters since. 65 funds tracked by Wall St. Rank hold PFFV as of Q1 2026.

  • UBS Group held 53,155 shares of Global X Variable Rate Preferred ETF worth $1.16M as of Q1 2026.
  • UBS Group bought 51,101 Global X Variable Rate Preferred ETF shares in Q1 2026, an estimated $1.14M.
  • Global X Variable Rate Preferred ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5439 holding.
  • UBS Group first reported a position in Global X Variable Rate Preferred ETF in Q3 2021 and has held it in 14 quarters since.
  • 65 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2026.

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