UBS Group
TIPZ icon

UBS Group’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

UBS Group’s Portfolio TIPZ Stock Details TIPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-131
Closed -$6.86K – 11163
2025
Q4 		$6.86K Buy
+131
New +$7.01K ﹤0.01% 8499
2025
Q1 		– Sell
-3,020
Closed -$156K – 10726
2024
Q4 		$156K Sell
3,020
-458
-13% -$24.2K ﹤0.01% 6609
2024
Q3 		$188K Buy
3,478
+262
+8% +$14K ﹤0.01% 5920
2024
Q2 		$169K Sell
3,216
-1,227
-28% -$64.3K ﹤0.01% 5781
2024
Q1 		$237K Buy
4,443
+1,281
+41% +$68K ﹤0.01% 5734
2023
Q4 		$169K Sell
3,162
-17,148
-84% -$892K ﹤0.01% 5882
2023
Q3 		$1.05M Sell
20,310
-1,076
-5% -$57K ﹤0.01% 4027
2023
Q2 		$1.16M Sell
21,386
-2,592
-11% -$142K ﹤0.01% 4107
2023
Q1 		$1.34M Sell
23,978
-3,750
-14% -$206K ﹤0.01% 3842
2022
Q4 		$1.5M Sell
27,728
-27,211
-50% -$1.48M ﹤0.01% 3677
2022
Q3 		$2.92M Buy
54,939
+11,205
+26% +$645K ﹤0.01% 2825
2022
Q2 		$2.52M Sell
43,734
-1,193
-3% -$71.8K ﹤0.01% 2949
2022
Q1 		$2.85M Buy
44,927
+36,386
+426% +$2.33M ﹤0.01% 3101
2021
Q4 		$564K Sell
8,541
-534
-6% -$35.4K ﹤0.01% 4881
2021
Q3 		$596K Sell
9,075
-32,351
-78% -$2.14M ﹤0.01% 4605
2021
Q2 		$2.72M Buy
41,426
+260
+0.6% +$16.9K ﹤0.01% 3274
2021
Q1 		$2.64M Sell
41,166
-3,896
-9% -$253K ﹤0.01% 3272
2020
Q4 		$2.95M Buy
45,062
+1,761
+4% +$114K ﹤0.01% 3003
2020
Q3 		$2.81M Buy
43,301
+17,106
+65% +$1.1M ﹤0.01% 2737
2020
Q2 		$1.66M Buy
26,195
+1,640
+7% +$102K ﹤0.01% 3054
2020
Q1 		$1.49M Buy
24,555
+228
+0.9% +$13.8K ﹤0.01% 3029
2019
Q4 		$1.46M Sell
24,327
-3,778
-13% -$226K ﹤0.01% 3861
2019
Q3 		$1.69M Buy
28,105
+25,837
+1,139% +$1.55M ﹤0.01% 3466
2019
Q2 		$135K Sell
2,268
-277
-11% -$16.1K ﹤0.01% 5177
2019
Q1 		$147K Buy
2,545
+1,729
+212% +$98K ﹤0.01% 4809
2018
Q4 		$46K Buy
+816
New +$45.6K ﹤0.01% 6168
2018
Q3 		– Sell
-729
Closed -$42K – 8265
2018
Q2 		$42K Buy
+729
New +$41.7K ﹤0.01% 6127
2017
Q4 		– Sell
-2,031
Closed -$118K – 8097
2017
Q3 		$118K Buy
2,031
+755
+59% +$43.7K ﹤0.01% 5215
2017
Q2 		$74K Buy
1,276
+176
+16% +$10.2K ﹤0.01% 5377
2017
Q1 		$64K Buy
+1,100
New +$63.7K ﹤0.01% 5344
2016
Q4 		– Sell
-10
Closed -$1K – 8033
2016
Q3 		$1K Hold
10
– – ﹤0.01% 7544
2016
Q2 		$1K Hold
10
– – ﹤0.01% 7577
2016
Q1 		$1K Sell
10
-1,473
-99% -$83.2K ﹤0.01% 7460
2015
Q4 		$82K Sell
1,483
-779
-34% -$43.5K ﹤0.01% 5371
2015
Q3 		$127K Buy
2,262
+1,512
+202% +$85.3K ﹤0.01% 5029
2015
Q2 		$43K Buy
750
+675
+900% +$38.7K ﹤0.01% 6129
2015
Q1 		$4K Hold
75
– – ﹤0.01% 8239
2014
Q4 		$4K Buy
+75
New +$4.29K ﹤0.01% 9132

Other funds holding TIPZ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
AWM
Apex Wealth Management Bedford, New Hampshire $146M AUM 15.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return

UBS Group's TIPZ Position: Q1 2026 in Review

UBS Group sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q1 2026, closing a stake of 131 shares — an estimated $6.86K sold.

UBS Group first reported a position in TIPZ in Q4 2014 and held it in 38 quarters. The position peaked at $2.95M in Q4 2020. 38 funds tracked by Wall St. Rank hold TIPZ as of Q1 2026.

  • UBS Group reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 131 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $6.86K.
  • UBS Group first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q4 2014 and held it in 38 quarters.
  • UBS Group's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $2.95M in Q4 2020.
  • 38 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2026.

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