UBS Group AG

UBS Group AG is a security (CUSIP 902613BE7) tracked across SEC portfolio filings. 44 registered fund positions totaling $274.4M via N-PORT as of 2026-05-31.

Summary

Top fund holders (N-PORT)

Showing 15 of 44 fund positions by value.

FundRegistrantValue% of fund
Nuveen Preferred & Income Opportunities FundNuveen Preferred & Income Opportunities Fund$62.7M201.32%
Cohen & Steers Preferred Securities & Income Fund, Inc.COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC.$53.6M75.46%
Bond FundJohn Hancock Sovereign Bond Fund$15.2M5.72%
LORD ABBETT BOND DEBENTURE FUND INCLORD ABBETT BOND DEBENTURE FUND INC$15.0M6.55%
Cohen & Steers Tax-Advantaged Preferred Securities & Income FundCohen & Steers Tax-Advantaged Preferred Securities & Income Fund$13.5M118.16%
MFS Income FundMFS Series Trust VIII$8.3M10.09%
Calvert Bond FundCalvert Social Investment Fund$8.2M19.46%
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.$7.2M113.69%
Nuveen Preferred Securities & Income Opportunities FundNuveen Preferred Securities & Income Opportunities Fund$6.1M215.51%
BlackRock Multi-Sector Income TrustBlackRock Multi-Sector Income Trust$6.0M78.10%
COHEN & STEERS INFRASTRUCTURE FUND INCCOHEN & STEERS INFRASTRUCTURE FUND INC$5.9M18.63%
Pioneer Strategic Income FundPioneer Series Trust XIV$5.8M17.58%
BlackRock Credit Allocation Income TrustBlackRock Credit Allocation Income Trust$5.4M52.83%
COHEN & STEERS REIT & PREFERRED & INCOME FUND INCCOHEN & STEERS REIT & PREFERRED & INCOME FUND INC$5.4M54.95%
Eaton Vance Tax-Advantaged Dividend Income FundEaton Vance Tax-Advantaged Dividend Income Fund$5.2M24.55%

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