UBS Group
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UBS Group’s Principal Active High Yield ETF YLD Stock Holding History

UBS Group’s Portfolio YLD Stock Details YLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-264
Closed -$5K – 11124
2026
Q1 		$5K Buy
+264
New +$5.03K ﹤0.01% 8851
2025
Q4 		– Sell
-1,605
Closed -$31.2K – 11264
2025
Q3 		$31.2K Buy
+1,605
New +$31K ﹤0.01% 7869
2024
Q4 		– Sell
-562
Closed -$11K – 10494
2024
Q3 		$11K Buy
+562
New +$10.8K ﹤0.01% 7704
2023
Q4 		– Sell
-4,139
Closed -$74.7K – 9969
2023
Q3 		$74.7K Buy
4,139
+3,746
+953% +$68.5K ﹤0.01% 6033
2023
Q2 		$7.21K Sell
393
-1,809
-82% -$33K ﹤0.01% 7313
2023
Q1 		$40.3K Buy
+2,202
New +$40.1K ﹤0.01% 6601
2022
Q4 		– Sell
-2,772
Closed -$48K – 11215
2022
Q3 		$48K Buy
2,772
+2,434
+720% +$44.2K ﹤0.01% 6389
2022
Q2 		$6K Sell
338
-1,019
-75% -$19.2K ﹤0.01% 8735
2022
Q1 		$27K Buy
1,357
+644
+90% +$13K ﹤0.01% 7112
2021
Q4 		$15K Buy
713
+659
+1,220% +$13.7K ﹤0.01% 8271
2021
Q3 		$1K Sell
54
-836
-94% -$17.5K ﹤0.01% 9265
2021
Q2 		$19K Buy
890
+684
+332% +$14.2K ﹤0.01% 7407
2021
Q1 		$4K Buy
+206
New +$4.14K ﹤0.01% 8435
2020
Q4 		– Sell
-614
Closed -$12K – 8824
2020
Q3 		$12K Sell
614
-9,670
-94% -$181K ﹤0.01% 6715
2020
Q2 		$186K Buy
10,284
+7,112
+224% +$125K ﹤0.01% 4855
2020
Q1 		$51K Buy
+3,172
New +$61K ﹤0.01% 5816
2016
Q4 		– Sell
-640
Closed -$13K – 8084
2016
Q3 		$13K Buy
+640
New +$12.8K ﹤0.01% 6615
2016
Q1 		– Sell
-1,218
Closed -$22K – 8272
2015
Q4 		$22K Buy
+1,218
New +$22.9K ﹤0.01% 6669

Other funds holding YLD

Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Ameritas Investment Partners
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Balanced Wealth Group
Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return

UBS Group's YLD Position: Q2 2026 in Review

UBS Group sold out of Principal Active High Yield ETF (YLD) in Q2 2026, closing a stake of 264 shares — an estimated $5K sold.

UBS Group first reported a position in YLD in Q4 2015 and held it in 18 quarters. The position peaked at $186K in Q2 2020. 69 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

  • UBS Group reported no remaining Principal Active High Yield ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 264 Principal Active High Yield ETF shares in Q2 2026, an estimated $5K.
  • UBS Group first reported a position in Principal Active High Yield ETF in Q4 2015 and held it in 18 quarters.
  • UBS Group's Principal Active High Yield ETF position peaked at $186K in Q2 2020.
  • 69 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

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