UBS Group
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UBS Group’s Invesco Golden Dragon China ETF PGJ Stock Holding History

UBS Group’s Portfolio PGJ Stock Details PGJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$428K Sell
16,563
-2,957
-15% -$84.2K ﹤0.01% 6187
2025
Q4 		$562K Sell
19,520
-2,985
-13% -$92K ﹤0.01% 6004
2025
Q3 		$747K Sell
22,505
-13,111
-37% -$401K ﹤0.01% 5797
2025
Q2 		$1.01M Buy
35,616
+19,653
+123% +$544K ﹤0.01% 5448
2025
Q1 		$473K Sell
15,963
-12,337
-44% -$354K ﹤0.01% 5895
2024
Q4 		$740K Buy
28,300
+8,521
+43% +$231K ﹤0.01% 5550
2024
Q3 		$558K Sell
19,779
-21,334
-52% -$479K ﹤0.01% 5147
2024
Q2 		$915K Buy
41,113
+13,134
+47% +$332K ﹤0.01% 4491
2024
Q1 		$688K Sell
27,979
-10,227
-27% -$247K ﹤0.01% 4929
2023
Q4 		$995K Buy
38,206
+13,877
+57% +$359K ﹤0.01% 4505
2023
Q3 		$658K Buy
24,329
+380
+2% +$10.8K ﹤0.01% 4438
2023
Q2 		$638K Sell
23,949
-21,205
-47% -$570K ﹤0.01% 4614
2023
Q1 		$1.34M Buy
45,154
+4,488
+11% +$137K ﹤0.01% 3838
2022
Q4 		$1.11M Sell
40,666
-153,798
-79% -$3.75M ﹤0.01% 3966
2022
Q3 		$4.93M Sell
194,464
-199,876
-51% -$5.87M ﹤0.01% 2358
2022
Q2 		$12.9M Buy
394,340
+5,477
+1% +$155K 0.01% 1629
2022
Q1 		$11.3M Buy
388,863
+346,174
+811% +$11.3M ﹤0.01% 1848
2021
Q4 		$1.56M Buy
42,689
+17,266
+68% +$726K ﹤0.01% 3965
2021
Q3 		$1.07M Sell
25,423
-4,951
-16% -$236K ﹤0.01% 4142
2021
Q2 		$1.86M Buy
30,374
+346
+1% +$21K ﹤0.01% 3637
2021
Q1 		$1.91M Sell
30,028
-18,993
-39% -$1.38M ﹤0.01% 3608
2020
Q4 		$3.13M Buy
49,021
+16,471
+51% +$948K ﹤0.01% 2939
2020
Q3 		$1.72M Buy
32,550
+596
+2% +$31.1K ﹤0.01% 3195
2020
Q2 		$1.56M Buy
31,954
+7,957
+33% +$340K ﹤0.01% 3116
2020
Q1 		$903K Sell
23,997
-11,311
-32% -$469K ﹤0.01% 3445
2019
Q4 		$1.47M Buy
35,308
+24,538
+228% +$953K ﹤0.01% 3856
2019
Q3 		$384K Sell
10,770
-6,266
-37% -$229K ﹤0.01% 4769
2019
Q2 		$637K Sell
17,036
-2,544
-13% -$98.1K ﹤0.01% 4116
2019
Q1 		$792K Buy
19,580
+10,276
+110% +$382K ﹤0.01% 3748
2018
Q4 		$293K Sell
9,304
-2,828
-23% -$95.7K ﹤0.01% 4644
2018
Q3 		$468K Buy
12,132
+4,233
+54% +$176K ﹤0.01% 4457
2018
Q2 		$364K Buy
7,899
+2,034
+35% +$95.9K ﹤0.01% 4552
2018
Q1 		$271K Buy
5,865
+2,122
+57% +$102K ﹤0.01% 4578
2017
Q4 		$168K Buy
3,743
+954
+34% +$42.1K ﹤0.01% 5040
2017
Q3 		$121K Sell
2,789
-198
-7% -$8.32K ﹤0.01% 5201
2017
Q2 		$113K Sell
2,987
-7,654
-72% -$283K ﹤0.01% 5093
2017
Q1 		$362K Sell
10,641
-579
-5% -$18.6K ﹤0.01% 4265
2016
Q4 		$321K Sell
11,220
-462
-4% -$14.5K ﹤0.01% 4439
2016
Q3 		$388K Sell
11,682
-35
-0.3% -$1.09K ﹤0.01% 4083
2016
Q2 		$331K Sell
11,717
-563
-5% -$16.5K ﹤0.01% 4193
2016
Q1 		$369K Buy
12,280
+19
+0.2% +$545 ﹤0.01% 4011
2015
Q4 		$403K Buy
12,261
+1,296
+12% +$40.1K ﹤0.01% 4128
2015
Q3 		$282K Sell
10,965
-1,200
-10% -$34.2K ﹤0.01% 4365
2015
Q2 		$408K Buy
12,165
+636
+6% +$21.5K ﹤0.01% 4290
2015
Q1 		$343K Sell
11,529
-2,622
-19% -$75K ﹤0.01% 4432
2014
Q4 		$394K Buy
+14,151
New +$418K ﹤0.01% 4399

Other funds holding PGJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group's PGJ Position: Q1 2026 in Review

UBS Group reduced its Invesco Golden Dragon China ETF (PGJ) stake by 15% in Q1 2026, selling an estimated $84.2K and leaving 16,563 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #6187.

UBS Group first reported a position in PGJ in Q4 2014 and has held it in 46 quarters since. The position peaked at $12.9M in Q2 2022. 37 funds tracked by Wall St. Rank hold PGJ as of Q1 2026.

  • UBS Group held 16,563 shares of Invesco Golden Dragon China ETF worth $428K as of Q1 2026.
  • UBS Group sold 2,957 Invesco Golden Dragon China ETF shares in Q1 2026, an estimated $84.2K.
  • Invesco Golden Dragon China ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6187 holding.
  • UBS Group first reported a position in Invesco Golden Dragon China ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Invesco Golden Dragon China ETF position peaked at $12.9M in Q2 2022.
  • 37 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q1 2026.

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