UBS Group’s AB Short Duration High Yield ETF SYFI Stock Holding History

UBS Group’s Portfolio SYFI Stock Details SYFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$52.9M	Sell	1,488,085 -708,450	-32%	-$25.4M	0.01%	1583
2025 Q4	$78.9M	Buy	2,196,535 +32,838	+2%	+$1.18M	0.01%	1210
2025 Q3	$78.2M	Buy	2,163,697 +71,277	+3%	+$2.56M	0.01%	1231
2025 Q2	$75.2M	Sell	2,092,420 -195,090	-9%	-$6.9M	0.01%	1177
2025 Q1	$81.3M	Buy	2,287,510 +514,632	+29%	+$18.5M	0.01%	1068
2024 Q4	$63.2M	Buy	1,772,878 +716,368	+68%	+$25.6M	0.01%	1252
2024 Q3	$38M	Buy	1,056,510 +486,336	+85%	+$17.3M	0.01%	1355
2024 Q2	$20M	Buy	+570,174	New	+$20M	﹤0.01%	1673

Other funds holding SYFI

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group's SYFI Position: Q1 2026 in Review

UBS Group reduced its AB Short Duration High Yield ETF (SYFI) stake by 32% in Q1 2026, selling an estimated $25.4M and leaving 1,488,085 shares worth $52.9M. The position accounts for 0.01% of the portfolio, ranked #1583.

UBS Group first reported a position in SYFI in Q2 2024 and has held it in 8 quarters since. The position peaked at $81.3M in Q1 2025. 87 funds tracked by Wall St. Rank hold SYFI as of Q1 2026.

UBS Group held 1,488,085 shares of AB Short Duration High Yield ETF worth $52.9M as of Q1 2026.
UBS Group sold 708,450 AB Short Duration High Yield ETF shares in Q1 2026, an estimated $25.4M.
AB Short Duration High Yield ETF made up 0.01% of UBS Group's portfolio in Q1 2026, its #1583 holding.
UBS Group first reported a position in AB Short Duration High Yield ETF in Q2 2024 and has held it in 8 quarters since.
UBS Group's AB Short Duration High Yield ETF position peaked at $81.3M in Q1 2025.
87 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q1 2026.

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