UBS Group
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UBS Group’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

UBS Group’s Portfolio PSC Stock Details PSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.64K Buy
+81
New +$4.82K ﹤0.01% 8904
2025
Q4 		– Sell
-383
Closed -$21.8K – 11025
2025
Q3 		$21.8K Buy
+383
New +$20.9K ﹤0.01% 8095
2025
Q1 		– Sell
-1,392
Closed -$71.4K – 10610
2024
Q4 		$71.4K Buy
1,392
+590
+74% +$31.4K ﹤0.01% 7071
2024
Q3 		$41.7K Sell
802
-4,175
-84% -$209K ﹤0.01% 6932
2024
Q2 		$240K Buy
4,977
+3,610
+264% +$173K ﹤0.01% 5540
2024
Q1 		$67.8K Sell
1,367
-6
-0.4% -$281 ﹤0.01% 6378
2023
Q4 		$63.1K Buy
1,373
+879
+178% +$36.5K ﹤0.01% 6422
2023
Q3 		$20.2K Sell
494
-1,863
-79% -$79.3K ﹤0.01% 6800
2023
Q2 		$100K Sell
2,357
-116
-5% -$4.64K ﹤0.01% 6015
2023
Q1 		$99.1K Buy
+2,473
New +$102K ﹤0.01% 5916
2022
Q4 		– Sell
-3,160
Closed -$116K – 11048
2022
Q3 		$116K Buy
3,160
+2,047
+184% +$82.3K ﹤0.01% 5584
2022
Q2 		$42K Buy
1,113
+891
+401% +$36.5K ﹤0.01% 6061
2022
Q1 		$10K Sell
222
-347
-61% -$15.4K ﹤0.01% 8433
2021
Q4 		$27K Buy
+569
New +$26.9K ﹤0.01% 7502
2021
Q2 		– Sell
-1,395
Closed -$62K – 9718
2021
Q1 		$62K Buy
+1,395
New +$58.6K ﹤0.01% 6340
2020
Q4 		– Sell
-257
Closed -$7K – 8663
2020
Q3 		$7K Sell
257
-58
-18% -$1.66K ﹤0.01% 7135
2020
Q2 		$9K Buy
+315
New +$7.96K ﹤0.01% 7088
2018
Q3 		– Sell
-143
Closed -$5K – 8197
2018
Q2 		$5K Sell
143
-3
-2% -$98 ﹤0.01% 7476
2018
Q1 		$5K Sell
146
-34
-19% -$1.07K ﹤0.01% 7241
2017
Q4 		$6K Buy
+180
New +$5.54K ﹤0.01% 7312

Other funds holding PSC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group's PSC Position: Q1 2026 in Review

UBS Group opened a new position in Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) in Q1 2026: 81 shares worth $4.64K. The stake represents ﹤0.01% of the portfolio and ranks #8904 among its holdings. This is a return to the name: UBS Group previously reported a position in PSC as recently as Q3 2025.

UBS Group first reported a position in PSC in Q4 2017 and has held it in 20 quarters since. The position peaked at $240K in Q2 2024. 90 funds tracked by Wall St. Rank hold PSC as of Q1 2026.

  • UBS Group held 81 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $4.64K as of Q1 2026.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF was a new UBS Group position in Q1 2026.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8904 holding.
  • UBS Group first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q4 2017 and has held it in 20 quarters since.
  • UBS Group's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $240K in Q2 2024.
  • 90 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q1 2026.

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