UBS Group
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UBS Group’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

UBS Group’s Portfolio PFI Stock Details PFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$598K Sell
11,233
-269
-2% -$15.1K ﹤0.01% 5953
2025
Q4 		$664K Sell
11,502
-499
-4% -$28.4K ﹤0.01% 5901
2025
Q3 		$696K Buy
12,001
+161
+1% +$9.12K ﹤0.01% 5846
2025
Q2 		$672K Sell
11,840
-687
-5% -$36.8K ﹤0.01% 5771
2025
Q1 		$670K Sell
12,527
-597
-5% -$34.1K ﹤0.01% 5614
2024
Q4 		$748K Sell
13,124
-37
-0.3% -$2.17K ﹤0.01% 5539
2024
Q3 		$728K Buy
13,161
+401
+3% +$21K ﹤0.01% 4927
2024
Q2 		$623K Sell
12,760
-900
-7% -$43.6K ﹤0.01% 4828
2024
Q1 		$679K Buy
13,660
+563
+4% +$26.1K ﹤0.01% 4941
2023
Q4 		$589K Sell
13,097
-48
-0.4% -$2.03K ﹤0.01% 4971
2023
Q3 		$544K Sell
13,145
-1,791
-12% -$77.5K ﹤0.01% 4592
2023
Q2 		$629K Buy
14,936
+2,060
+16% +$83.3K ﹤0.01% 4634
2023
Q1 		$513K Sell
12,876
-551
-4% -$23K ﹤0.01% 4666
2022
Q4 		$547K Sell
13,427
-15,533
-54% -$644K ﹤0.01% 4629
2022
Q3 		$1.11M Sell
28,960
-18,153
-39% -$755K ﹤0.01% 3666
2022
Q2 		$1.87M Buy
47,113
+4,332
+10% +$190K ﹤0.01% 3210
2022
Q1 		$2.1M Sell
42,781
-2,034
-5% -$101K ﹤0.01% 3381
2021
Q4 		$2.45M Buy
44,815
+13,983
+45% +$787K ﹤0.01% 3542
2021
Q3 		$1.64M Buy
30,832
+17,390
+129% +$909K ﹤0.01% 3753
2021
Q2 		$682K Buy
13,442
+408
+3% +$20.7K ﹤0.01% 4495
2021
Q1 		$627K Sell
13,034
-341
-3% -$16K ﹤0.01% 4697
2020
Q4 		$576K Sell
13,375
-900
-6% -$35.7K ﹤0.01% 4492
2020
Q3 		$529K Sell
14,275
-793
-5% -$29K ﹤0.01% 4141
2020
Q2 		$518K Sell
15,068
-2,074
-12% -$67.5K ﹤0.01% 4109
2020
Q1 		$498K Buy
17,142
+6,106
+55% +$226K ﹤0.01% 3963
2019
Q4 		$427K Sell
11,036
-651
-6% -$24.6K ﹤0.01% 4979
2019
Q3 		$437K Sell
11,687
-3,078
-21% -$116K ﹤0.01% 4677
2019
Q2 		$548K Sell
14,765
-2,606
-15% -$92.6K ﹤0.01% 4225
2019
Q1 		$580K Sell
17,371
-5,411
-24% -$171K ﹤0.01% 3968
2018
Q4 		$651K Sell
22,782
-4,526
-17% -$142K ﹤0.01% 4056
2018
Q3 		$932K Sell
27,308
-29,248
-52% -$1.03M ﹤0.01% 3912
2018
Q2 		$1.97M Buy
56,556
+24,452
+76% +$872K ﹤0.01% 3188
2018
Q1 		$1.13M Sell
32,104
-345
-1% -$12.4K ﹤0.01% 3612
2017
Q4 		$1.14M Sell
32,449
-3,579
-10% -$123K ﹤0.01% 3679
2017
Q3 		$1.19M Sell
36,028
-1,131
-3% -$36.1K ﹤0.01% 3563
2017
Q2 		$1.17M Sell
37,159
-6,176
-14% -$189K ﹤0.01% 3476
2017
Q1 		$1.34M Sell
43,335
-4,675
-10% -$146K ﹤0.01% 3297
2016
Q4 		$1.47M Buy
48,010
+29,250
+156% +$879K ﹤0.01% 3197
2016
Q3 		$577K Buy
18,760
+7,224
+63% +$225K ﹤0.01% 3824
2016
Q2 		$359K Buy
11,536
+355
+3% +$10.7K ﹤0.01% 4145
2016
Q1 		$338K Sell
11,181
-28,760
-72% -$821K ﹤0.01% 4086
2015
Q4 		$1.23M Sell
39,941
-622
-2% -$19.2K ﹤0.01% 3246
2015
Q3 		$1.2M Buy
40,563
+4,246
+12% +$130K ﹤0.01% 3192
2015
Q2 		$1.11M Sell
36,317
-36,939
-50% -$1.15M ﹤0.01% 3482
2015
Q1 		$2.34M Buy
73,256
+12,243
+20% +$384K ﹤0.01% 2788
2014
Q4 		$1.88M Buy
+61,013
New +$1.81M ﹤0.01% 2964

Other funds holding PFI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return
TWM
Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return

UBS Group's PFI Position: Q1 2026 in Review

UBS Group reduced its Invesco Dorsey Wright Financial Momentum ETF (PFI) stake by 2.3% in Q1 2026, selling an estimated $15.1K and leaving 11,233 shares worth $598K. The position accounts for ﹤0.01% of the portfolio, ranked #5953.

UBS Group first reported a position in PFI in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.45M in Q4 2021. 33 funds tracked by Wall St. Rank hold PFI as of Q1 2026.

  • UBS Group held 11,233 shares of Invesco Dorsey Wright Financial Momentum ETF worth $598K as of Q1 2026.
  • UBS Group sold 269 Invesco Dorsey Wright Financial Momentum ETF shares in Q1 2026, an estimated $15.1K.
  • Invesco Dorsey Wright Financial Momentum ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5953 holding.
  • UBS Group first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Invesco Dorsey Wright Financial Momentum ETF position peaked at $2.45M in Q4 2021.
  • 33 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q1 2026.

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