UBS Group’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-1,405
| Closed | -$72.3K | – | 10920 |
|
|
2026
Q1 | $72.3K | Buy |
+1,405
| New | +$73.8K | ﹤0.01% | 7163 |
|
|
2025
Q2 | – | Sell |
-302
| Closed | -$14.8K | – | 10731 |
|
|
2025
Q1 | $14.8K | Buy |
+302
| New | +$15.1K | ﹤0.01% | 8410 |
|
|
2024
Q3 | – | Sell |
-73
| Closed | -$3.36K | – | 9950 |
|
|
2024
Q2 | $3.36K | Sell |
73
-3
| -4% | -$136 | ﹤0.01% | 8227 |
|
|
2024
Q1 | $3.56K | Sell |
76
-173
| -69% | -$7.66K | ﹤0.01% | 7727 |
|
|
2023
Q4 | $10.8K | Buy |
+249
| New | +$10K | ﹤0.01% | 7418 |
|
|
2023
Q3 | – | Sell |
-2,605
| Closed | -$108K | – | 9864 |
|
|
2023
Q2 | $108K | Buy |
2,605
+144
| +6% | +$5.78K | ﹤0.01% | 5950 |
|
|
2023
Q1 | $99.6K | Buy |
+2,461
| New | +$101K | ﹤0.01% | 5912 |
|
|
2022
Q4 | – | Sell |
-283
| Closed | -$10K | – | 11053 |
|
|
2022
Q3 | $10K | Sell |
283
-478
| -63% | -$19.1K | ﹤0.01% | 8450 |
|
|
2022
Q2 | $30K | Buy |
761
+307
| +68% | +$12.9K | ﹤0.01% | 6397 |
|
|
2022
Q1 | $20K | Buy |
+454
| New | +$19.7K | ﹤0.01% | 7454 |
|
|
2020
Q4 | – | Sell |
-969
| Closed | -$27K | – | 8671 |
|
|
2020
Q3 | $27K | Buy |
969
+283
| +41% | +$8.22K | ﹤0.01% | 6078 |
|
|
2020
Q2 | $19K | Sell |
686
-614
| -47% | -$15.9K | ﹤0.01% | 6596 |
|
|
2020
Q1 | $30K | Buy |
1,300
+397
| +44% | +$11.9K | ﹤0.01% | 6214 |
|
|
2019
Q4 | $31K | Buy |
+903
| New | +$29.9K | ﹤0.01% | 6619 |
|
|
2019
Q3 | – | Sell |
-376
| Closed | -$12K | – | 8205 |
|
|
2019
Q2 | $12K | Buy |
376
+158
| +72% | +$4.93K | ﹤0.01% | 6954 |
|
|
2019
Q1 | $7K | Sell |
218
-246
| -53% | -$7.55K | ﹤0.01% | 7017 |
|
|
2018
Q4 | $13K | Sell |
464
-1,498
| -76% | -$45.9K | ﹤0.01% | 7099 |
|
|
2018
Q3 | $66K | Sell |
1,962
-3
| -0.2% | -$101 | ﹤0.01% | 5948 |
|
|
2018
Q2 | $64K | Sell |
1,965
-1,351
| -41% | -$44K | ﹤0.01% | 5804 |
|
|
2018
Q1 | $106K | Buy |
+3,316
| New | +$110K | ﹤0.01% | 5183 |
|
|
2017
Q3 | – | Sell |
-140
| Closed | -$4K | – | 7933 |
|
|
2017
Q2 | $4K | Sell |
140
-31
| -18% | -$886 | ﹤0.01% | 7211 |
|
|
2017
Q1 | $5K | Buy |
+171
| New | +$4.87K | ﹤0.01% | 6993 |
|
|
2016
Q4 | – | Sell |
-251
| Closed | -$6K | – | 7977 |
|
|
2016
Q3 | $6K | Buy |
251
+227
| +946% | +$5.79K | ﹤0.01% | 7062 |
|
|
2016
Q2 | $1K | Buy |
+24
| New | +$595 | ﹤0.01% | 7569 |
|
Other funds holding PY
PS
CIAS
SAM
GS
KAS
UBS Group's PY Position: Q2 2026 in Review
UBS Group sold out of Principal Exchange-Traded Funds Principal Value ETF (PY) in Q2 2026, closing a stake of 1,405 shares — an estimated $72.3K sold.
UBS Group first reported a position in PY in Q2 2016 and held it in 24 quarters. The position peaked at $108K in Q2 2023. 20 funds tracked by Wall St. Rank hold PY as of Q2 2026.
- UBS Group reported no remaining Principal Exchange-Traded Funds Principal Value ETF position as of Q2 2026 after selling out during the quarter.
- UBS Group sold 1,405 Principal Exchange-Traded Funds Principal Value ETF shares in Q2 2026, an estimated $72.3K.
- UBS Group first reported a position in Principal Exchange-Traded Funds Principal Value ETF in Q2 2016 and held it in 24 quarters.
- UBS Group's Principal Exchange-Traded Funds Principal Value ETF position peaked at $108K in Q2 2023.
- 20 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.