UBS Group AG quarter change: USA Preferred Shares, Sold out
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, UBS Group AG opened 7 positions, added to 14, reduced 13, sold out of 3 and left 2 unchanged. The largest increase in value was PSK (+$8,100,220); the largest decrease was BAPRA (-$77,720,670).
- JHPI: Country of operation —; Class PREFERRED INCOME; Shares 2026-03-31 19; Shares 2026-06-30 0.
- PQDI: Country of operation —; Class SPECTRUM PREFERR; Shares 2026-03-31 7; Shares 2026-06-30 0.
- WHEELER REAL ESTATE INVT TR: Country of operation United States; Class CV PFD SER B; Shares 2026-03-31 1; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1610520): 2026-03-31 (filed 2026-05-05) and 2026-06-30 (filed 2026-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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