UBS Group
TCAL

UBS Group’s T. Rowe Price Capital Appreciation Premium Income ETF TCAL Stock Holding History

UBS Group’s Portfolio TCAL Stock Details TCAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.59K Buy
+71
New +$1.67K ﹤0.01% 9491
2025
Q4 		– Sell
-27
Closed -$659 – 11504
2025
Q3 		$659 Buy
+27
New +$665 ﹤0.01% 9585

Other funds holding TCAL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

UBS Group's TCAL Position: Q1 2026 in Review

UBS Group opened a new position in T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) in Q1 2026: 71 shares worth $1.59K. The stake represents ﹤0.01% of the portfolio and ranks #9491 among its holdings. This is a return to the name: UBS Group previously reported a position in TCAL as recently as Q3 2025.

UBS Group first reported a position in TCAL in Q3 2025 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold TCAL as of Q1 2026.

  • UBS Group held 71 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $1.59K as of Q1 2026.
  • T. Rowe Price Capital Appreciation Premium Income ETF was a new UBS Group position in Q1 2026.
  • T. Rowe Price Capital Appreciation Premium Income ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9491 holding.
  • UBS Group first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q3 2025 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q1 2026.

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