UBS Group’s AB Ultra Short Income ETF YEAR Stock Holding History

UBS Group’s Portfolio YEAR Stock Details YEAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$201	Buy	+4	New	+$201	﹤0.01%	10003
2026 Q1	–	Sell	-487	Closed	-$24.6K	–	11269
2025 Q4	$24.6K	Buy	+487	New	+$24.6K	﹤0.01%	7651
2025 Q3	–	Sell	-6,718	Closed	-$340K	–	11030
2025 Q2	$340K	Buy	+6,718	New	+$339K	﹤0.01%	6340
2024 Q3	–	Sell	-48	Closed	-$2.42K	–	10140
2024 Q2	$2.42K	Buy	+48	New	+$2.42K	﹤0.01%	8361
2023 Q2	–	Sell	-925	Closed	-$46.4K	–	9762
2023 Q1	$46.4K	Buy	+925	New	+$46.4K	﹤0.01%	6510

Other funds holding YEAR

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

UBS Group's YEAR Position: Q2 2026 in Review

UBS Group opened a new position in AB Ultra Short Income ETF (YEAR) in Q2 2026: 4 shares worth $201. The stake represents ﹤0.01% of the portfolio and ranks #10003 among its holdings. This is a return to the name: UBS Group previously reported a position in YEAR as recently as Q4 2025.

UBS Group first reported a position in YEAR in Q1 2023 and has held it in 5 quarters since. The position peaked at $340K in Q2 2025. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

UBS Group held 4 shares of AB Ultra Short Income ETF worth $201 as of Q2 2026.
AB Ultra Short Income ETF was a new UBS Group position in Q2 2026.
AB Ultra Short Income ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #10003 holding.
UBS Group first reported a position in AB Ultra Short Income ETF in Q1 2023 and has held it in 5 quarters since.
UBS Group's AB Ultra Short Income ETF position peaked at $340K in Q2 2025.
92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

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