UBS Group
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UBS Group’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

UBS Group’s Portfolio RAFE Stock Details RAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-15
Closed -$630 – 11046
2025
Q4 		$630 Buy
+15
New +$620 ﹤0.01% 9867
2025
Q1 		– Sell
-233
Closed -$8.47K – 10632
2024
Q4 		$8.47K Buy
+233
New +$8.67K ﹤0.01% 8411
2024
Q3 		– Sell
-1,251
Closed -$44.1K – 9966
2024
Q2 		$44.1K Buy
+1,251
New +$43.1K ﹤0.01% 6788
2024
Q1 		– Sell
-105
Closed -$3.42K – 9893
2023
Q4 		$3.42K Buy
105
+94
+855% +$2.84K ﹤0.01% 7975
2023
Q3 		$320 Sell
11
-1,456
-99% -$44K ﹤0.01% 8580
2023
Q2 		$44.6K Buy
1,467
+627
+75% +$18.2K ﹤0.01% 6539
2023
Q1 		$24.3K Buy
840
+490
+140% +$14K ﹤0.01% 6943
2022
Q4 		$9.77K Sell
350
-1,792
-84% -$49.9K ﹤0.01% 8612
2022
Q3 		$54K Buy
2,142
+1,322
+161% +$37.3K ﹤0.01% 6284
2022
Q2 		$23K Sell
820
-2,097
-72% -$61.7K ﹤0.01% 6710
2022
Q1 		$92K Buy
2,917
+2,686
+1,163% +$85.5K ﹤0.01% 5987
2021
Q4 		$8K Buy
231
+122
+112% +$3.92K ﹤0.01% 9052
2021
Q3 		$3K Sell
109
-2,147
-95% -$66.6K ﹤0.01% 8830
2021
Q2 		$69K Buy
+2,256
New +$68.7K ﹤0.01% 6154

Other funds holding RAFE

SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group's RAFE Position: Q1 2026 in Review

UBS Group sold out of PIMCO RAFI ESG US ETF (RAFE) in Q1 2026, closing a stake of 15 shares — an estimated $630 sold.

UBS Group first reported a position in RAFE in Q2 2021 and held it in 14 quarters. The position peaked at $92K in Q1 2022. 43 funds tracked by Wall St. Rank hold RAFE as of Q1 2026.

  • UBS Group reported no remaining PIMCO RAFI ESG US ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 15 PIMCO RAFI ESG US ETF shares in Q1 2026, an estimated $630.
  • UBS Group first reported a position in PIMCO RAFI ESG US ETF in Q2 2021 and held it in 14 quarters.
  • UBS Group's PIMCO RAFI ESG US ETF position peaked at $92K in Q1 2022.
  • 43 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q1 2026.

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