Skip to content
Disclosery

NFJ INVESTMENT GROUP, LLC: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NFJ INVESTMENT GROUP, LLC on UPS, newest first. How the timeline and the estimate are built.

NFJ INVESTMENT GROUP, LLC held 122,914 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,914 shares
    Change vs previous 13F +53,679 shares

    0.45% of the 13F portfolio, value $13,213,256.

    13F-HR 0001862664-26-000006 filed by NFJ INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 69,235 shares
    Change vs previous 13F -6,441 shares

    0.26% of the 13F portfolio, value $6,811,339.

    13F-HR 0001862664-26-000004 filed by NFJ INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 75,676 shares
    Change vs previous 13F -108,366 shares

    0.27% of the 13F portfolio, value $7,506,303.

    13F-HR 0001862664-26-000002 filed by NFJ INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 184,042 shares
    Change vs previous 13F -1,518 shares

    0.53% of the 13F portfolio, value $15,373,029.

    13F-HR 0001628280-25-052136 filed by NFJ INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 185,560 shares
    Change vs previous 13F +173,193 shares

    0.65% of the 13F portfolio, value $18,730,427.

    13F-HR 0001862664-25-000001 filed by NFJ INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,367 shares
    Change vs previous 13F -584 shares

    0.05% of the 13F portfolio, value $1,360,246.

    13F-HR 0000019481-25-000012 filed by NFJ INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,951 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,633,121.

    13F-HR 0001319111-25-000003 filed by NFJ INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).