UBS Group
PPI

UBS Group’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

UBS Group’s Portfolio PPI Stock Details PPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$374 Sell
18
-18
-50% -$370 ﹤0.01% 9929
2025
Q4 		$670 Sell
36
-3,571
-99% -$66.5K ﹤0.01% 9853
2025
Q3 		$66.1K Sell
3,607
-2,036
-36% -$35K ﹤0.01% 7380
2025
Q2 		$92.2K Sell
5,643
-598
-10% -$8.98K ﹤0.01% 7306
2025
Q1 		$90.4K Sell
6,241
-2,936
-32% -$43.9K ﹤0.01% 7122
2024
Q4 		$133K Buy
9,177
+6,767
+281% +$104K ﹤0.01% 6696
2024
Q3 		$37.4K Buy
+2,410
New +$36.3K ﹤0.01% 7010
2024
Q2 		– Sell
-6,492
Closed -$103K – 9960
2024
Q1 		$103K Buy
6,492
+5,716
+737% +$82K ﹤0.01% 6205
2023
Q4 		$10.6K Sell
776
-2,442
-76% -$31.7K ﹤0.01% 7432
2023
Q3 		$41.2K Sell
3,218
-1,804
-36% -$23.6K ﹤0.01% 6420
2023
Q2 		$64K Sell
5,022
-2,102
-30% -$26.2K ﹤0.01% 6327
2023
Q1 		$89.2K Buy
7,124
+4,684
+192% +$61.5K ﹤0.01% 5988
2022
Q4 		$31K Buy
2,440
+1,320
+118% +$16.7K ﹤0.01% 7211
2022
Q3 		$13K Buy
+1,120
New +$13.6K ﹤0.01% 8057

Other funds holding PPI

APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return
FNA
First National Advisers Omaha, Nebraska $712M AUM 30.64% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $218M AUM 19.44% 1-Year Est. Return
CCAM
Cascades Capital Asset Management Greensboro, North Carolina $239M AUM 18.43% 1-Year Est. Return

UBS Group's PPI Position: Q1 2026 in Review

UBS Group reduced its AXS Astoria Inflation Sensitive ETF (PPI) stake by 50% in Q1 2026, selling an estimated $370 and leaving 18 shares worth $374. The position accounts for ﹤0.01% of the portfolio, ranked #9929.

UBS Group first reported a position in PPI in Q3 2022 and has held it in 14 quarters since. The position peaked at $133K in Q4 2024. 46 funds tracked by Wall St. Rank hold PPI as of Q1 2026.

  • UBS Group held 18 shares of AXS Astoria Inflation Sensitive ETF worth $374 as of Q1 2026.
  • UBS Group sold 18 AXS Astoria Inflation Sensitive ETF shares in Q1 2026, an estimated $370.
  • AXS Astoria Inflation Sensitive ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9929 holding.
  • UBS Group first reported a position in AXS Astoria Inflation Sensitive ETF in Q3 2022 and has held it in 14 quarters since.
  • UBS Group's AXS Astoria Inflation Sensitive ETF position peaked at $133K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q1 2026.

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