UBS Group
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UBS Group’s Pacer American Energy Infrastructure ETF USAI Stock Holding History

UBS Group’s Portfolio USAI Stock Details USAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$21.9K Buy
+504
New +$23.5K ﹤0.01% 8407
2025
Q4 		– Sell
-779
Closed -$31K – 11193
2025
Q3 		$31K Buy
+779
New +$30.9K ﹤0.01% 7877
2024
Q1 		– Sell
-435
Closed -$12.5K – 10057
2023
Q4 		$12.5K Buy
435
+377
+650% +$10.6K ﹤0.01% 7344
2023
Q3 		$1.59K Sell
58
-3,837
-99% -$106K ﹤0.01% 7886
2023
Q2 		$106K Buy
+3,895
New +$102K ﹤0.01% 5971
2023
Q1 		– Sell
-2,235
Closed -$59.5K – 10414
2022
Q4 		$59.5K Buy
2,235
+840
+60% +$22.9K ﹤0.01% 6592
2022
Q3 		$35K Buy
+1,395
New +$38.3K ﹤0.01% 6700
2022
Q2 		– Sell
-253
Closed -$7K – 10978
2022
Q1 		$7K Buy
253
+53
+27% +$1.38K ﹤0.01% 8848
2021
Q4 		$5K Buy
+200
New +$4.92K ﹤0.01% 9419
2021
Q3 		– Sell
-773
Closed -$19K – 10113
2021
Q2 		$19K Buy
+773
New +$18.2K ﹤0.01% 7401
2021
Q1 		– Sell
-611
Closed -$11K – 9495
2020
Q4 		$11K Sell
611
-77
-11% -$1.32K ﹤0.01% 7427
2020
Q3 		$10K Buy
+688
New +$11.1K ﹤0.01% 6867
2020
Q1 		– Sell
-1,140
Closed -$27K – 8437
2019
Q4 		$27K Buy
+1,140
New +$25.7K ﹤0.01% 6705

Other funds holding USAI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SL Advisors
SL Advisors Westfield, New Jersey $51.2M AUM 14.64% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return
CF
Carlson Financial Canby, Oregon $189M AUM 17.78% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return
Teamwork Financial Advisors
Teamwork Financial Advisors San Antonio, Texas $908M AUM 25.81% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

UBS Group's USAI Position: Q3 2026 in Review

UBS Group opened a new position in Pacer American Energy Infrastructure ETF (USAI) in Q3 2026: 504 shares worth $21.9K. The stake represents ﹤0.01% of the portfolio and ranks #8407 among its holdings. This is a return to the name: UBS Group previously reported a position in USAI as recently as Q3 2025.

UBS Group first reported a position in USAI in Q4 2019 and has held it in 13 quarters since. The position peaked at $106K in Q2 2023. 36 funds tracked by Wall St. Rank hold USAI as of Q3 2026.

  • UBS Group held 504 shares of Pacer American Energy Infrastructure ETF worth $21.9K as of Q3 2026.
  • Pacer American Energy Infrastructure ETF was a new UBS Group position in Q3 2026.
  • Pacer American Energy Infrastructure ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #8407 holding.
  • UBS Group first reported a position in Pacer American Energy Infrastructure ETF in Q4 2019 and has held it in 13 quarters since.
  • UBS Group's Pacer American Energy Infrastructure ETF position peaked at $106K in Q2 2023.
  • 36 funds tracked by Wall St. Rank held Pacer American Energy Infrastructure ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.