UBS Group
SPLS

UBS Group’s PIMCO US Stocks PLUS Active Bond ETF SPLS Stock Holding History

UBS Group’s Portfolio SPLS Stock Details SPLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$92K Sell
1,695
-762
-31% -$40K ﹤0.01% 7232
2026
Q1 		$116K Buy
+2,457
New +$120K ﹤0.01% 6933

Other funds holding SPLS

WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

UBS Group's SPLS Position: Q2 2026 in Review

UBS Group reduced its PIMCO US Stocks PLUS Active Bond ETF (SPLS) stake by 31% in Q2 2026, selling an estimated $40K and leaving 1,695 shares worth $92K. The position accounts for ﹤0.01% of the portfolio, ranked #7232.

UBS Group first reported a position in SPLS in Q1 2026 and has held it in 2 quarters since. The position peaked at $116K in Q1 2026. 25 funds tracked by Wall St. Rank hold SPLS as of Q2 2026.

  • UBS Group held 1,695 shares of PIMCO US Stocks PLUS Active Bond ETF worth $92K as of Q2 2026.
  • UBS Group sold 762 PIMCO US Stocks PLUS Active Bond ETF shares in Q2 2026, an estimated $40K.
  • PIMCO US Stocks PLUS Active Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7232 holding.
  • UBS Group first reported a position in PIMCO US Stocks PLUS Active Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • UBS Group's PIMCO US Stocks PLUS Active Bond ETF position peaked at $116K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held PIMCO US Stocks PLUS Active Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.