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
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% -$19.3K ﹤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

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $279M AUM 17.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group's YLD Position: Q1 2026 in Review

UBS Group opened a new position in Principal Active High Yield ETF (YLD) in Q1 2026: 264 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #8851 among its holdings. This is a return to the name: UBS Group previously reported a position in YLD as recently as Q3 2025.

UBS Group first reported a position in YLD in Q4 2015 and has held it in 18 quarters since. The position peaked at $186K in Q2 2020. 68 funds tracked by Wall St. Rank hold YLD as of Q1 2026.

  • UBS Group held 264 shares of Principal Active High Yield ETF worth $5K as of Q1 2026.
  • Principal Active High Yield ETF was a new UBS Group position in Q1 2026.
  • Principal Active High Yield ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8851 holding.
  • UBS Group first reported a position in Principal Active High Yield ETF in Q4 2015 and has held it in 18 quarters since.
  • UBS Group's Principal Active High Yield ETF position peaked at $186K in Q2 2020.
  • 68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q1 2026.

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