UBS Group
PYLD icon

UBS Group’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

UBS Group’s Portfolio PYLD Stock Details PYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$124M Buy
4,729,391
+1,283,424
+37% +$34.2M 0.02% 894
2025
Q4 		$91.9M Buy
3,445,967
+1,302,811
+61% +$34.9M 0.02% 1079
2025
Q3 		$57.5M Buy
2,143,156
+231,591
+12% +$6.15M 0.01% 1482
2025
Q2 		$50.7M Buy
1,911,565
+575,071
+43% +$15M 0.01% 1510
2025
Q1 		$35.2M Buy
1,336,494
+492,206
+58% +$12.9M 0.01% 1795
2024
Q4 		$21.9M Buy
844,288
+447,798
+113% +$11.7M ﹤0.01% 2227
2024
Q3 		$10.6M Buy
396,490
+387,297
+4,213% +$10.1M ﹤0.01% 2310
2024
Q2 		$236K Buy
+9,193
New +$234K ﹤0.01% 5551
2023
Q4 		– Sell
-66
Closed -$1.61K – 9773
2023
Q3 		$1.61K Sell
66
-299
-82% -$7.43K ﹤0.01% 7882
2023
Q2 		$9.15K Buy
+365
New +$9.14K ﹤0.01% 7191

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return