UBS Group’s Principal U.S. Large-Cap Adaptive Multi-Factor ETF PLRG Stock Holding History

UBS Group’s Portfolio PLRG Stock Details PLRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,429	Closed	-$32.7K	–	11021
2022 Q4	$32.7K	Sell	1,429 -1	-0.1%	-$23	﹤0.01%	7151
2022 Q3	$31K	Sell	1,430 -100	-7%	-$2.4K	﹤0.01%	6855
2022 Q2	$35K	Buy	+1,530	New	+$38.3K	﹤0.01%	6237
2021 Q4	–	Sell	-100	Closed	-$3K	–	10972
2021 Q3	$3K	Buy	+100	New	+$2.67K	﹤0.01%	8875

Other funds holding PLRG

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group's PLRG Position: Q1 2023 in Review

UBS Group sold out of Principal U.S. Large-Cap Adaptive Multi-Factor ETF (PLRG) in Q1 2023, closing a stake of 1,429 shares — an estimated $32.7K sold.

UBS Group first reported a position in PLRG in Q3 2021 and held it in 4 quarters. The position peaked at $35K in Q2 2022. 2 funds tracked by Wall St. Rank hold PLRG as of Q1 2023.

UBS Group reported no remaining Principal U.S. Large-Cap Adaptive Multi-Factor ETF position as of Q1 2023 after selling out during the quarter.
UBS Group sold 1,429 Principal U.S. Large-Cap Adaptive Multi-Factor ETF shares in Q1 2023, an estimated $32.7K.
UBS Group first reported a position in Principal U.S. Large-Cap Adaptive Multi-Factor ETF in Q3 2021 and held it in 4 quarters.
UBS Group's Principal U.S. Large-Cap Adaptive Multi-Factor ETF position peaked at $35K in Q2 2022.
2 funds tracked by Wall St. Rank held Principal U.S. Large-Cap Adaptive Multi-Factor ETF as of Q1 2023.

Based on UBS Group's 13F filing for Q1 2023, filed 12 May 2023.