UBS Group
PRFD icon

UBS Group’s PIMCO Preferred and Capital Securities Active Exchange-Traded Fund PRFD Stock Holding History

UBS Group’s Portfolio PRFD Stock Details PRFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-282
Closed -$14.2K – 10607
2024
Q4 		$14.2K Buy
+282
New +$14.4K ﹤0.01% 8108
2024
Q1 		– Sell
-273
Closed -$13.2K – 9868
2023
Q4 		$13.2K Sell
273
-539
-66% -$24.8K ﹤0.01% 7321
2023
Q3 		$37.1K Buy
812
+700
+625% +$32.7K ﹤0.01% 6476
2023
Q2 		$5.22K Sell
112
-348
-76% -$16.2K ﹤0.01% 7463
2023
Q1 		$21.4K Buy
+460
New +$22.5K ﹤0.01% 7032

Other funds holding PRFD

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return

UBS Group's PRFD Position: Q1 2025 in Review

UBS Group sold out of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) in Q1 2025, closing a stake of 282 shares — an estimated $14.2K sold.

UBS Group first reported a position in PRFD in Q1 2023 and held it in 5 quarters. The position peaked at $37.1K in Q3 2023. 26 funds tracked by Wall St. Rank hold PRFD as of Q1 2025.

  • UBS Group reported no remaining PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
  • UBS Group sold 282 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q1 2025, an estimated $14.2K.
  • UBS Group first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q1 2023 and held it in 5 quarters.
  • UBS Group's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $37.1K in Q3 2023.
  • 26 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q1 2025.

Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.