UBS Group AG PABD β€” ISHARES TR

Ownership history in UBS Group AG  Β·  2 quarters on record

AI Ownership Summary

UBS Group AG reported ISHARES TR (PABD) in 2 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows PABD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PABD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UBS Group AG's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PABD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How UBS Group AG held PABD β€” position size vs. price
% of Fund (quarterly)    PABD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 179 +175 +4375.0% 0.00% $11K 2026-05-05 $67.44
2024 Q4 INITIATED β€” β€” β€” 4 β€” β€” 0.00% $205 2025-02-14 $53.44

🏒 Other funds also holding PABD

As of 2026 Q1 β€” sorted by position size

IMA Advisory Services, Inc. 3Y 7Y 0.04%

FAQ About UBS Group AG and PABD

These are the practical questions this page is built to answer before you even open the full history table.

How long has UBS Group AG reported owning PABD?

UBS Group AG reported PABD across 2 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported PABD position in UBS Group AG's portfolio?

The largest reported portfolio weight for PABD was 0.00% in 2026 Q1.

What is the latest reported PABD position on this page?

The most recent filing on this page is 2026 Q1, when UBS Group AG reported 179 shares, equal to 0.00% of portfolio, with an estimated market value of $11K.

What does the chart on this PABD ownership page compare?

The chart compares UBS Group AG's quarterly PABD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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