UBS Group
PGF icon

UBS Group’s Invesco Financial Preferred ETF PGF Stock Holding History

UBS Group’s Portfolio PGF Stock Details PGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-100
Closed -$2K – 9223
2014
Q4 		$2K Buy
+100
New +$1.81K ﹤0.01% 9416

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

UBS Group's PGF Position: Q2 2026 in Review

UBS Group increased its Invesco Financial Preferred ETF (PGF) stake by 1.5% in Q2 2026, buying an estimated $271K and bringing the position to 1,344,454 shares worth $18.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2774.

UBS Group first reported a position in PGF in Q4 2014 and has held it in 47 quarters since. The position peaked at $22.3M in Q3 2016. 149 funds tracked by Wall St. Rank hold PGF as of Q2 2026.

  • UBS Group held 1,344,454 shares of Invesco Financial Preferred ETF worth $18.4M as of Q2 2026.
  • UBS Group bought 19,477 Invesco Financial Preferred ETF shares in Q2 2026, an estimated $271K.
  • Invesco Financial Preferred ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2774 holding.
  • UBS Group first reported a position in Invesco Financial Preferred ETF in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Invesco Financial Preferred ETF position peaked at $22.3M in Q3 2016.
  • 149 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2026.

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