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Pictet Asset Management Holding SA: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pictet Asset Management Holding SA on UGI, newest first. How the timeline and the estimate are built.

Pictet Asset Management Holding SA held 35,584 UGI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,584 shares
    Change vs previous 13F -82,424 shares

    <0.01% of the 13F portfolio, value $1,229,071.

    13F-HR 0001993888-26-000003 filed by Pictet Asset Management Holding SA
    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 118,008 shares
    Change vs previous 13F -1,114,750 shares

    <0.01% of the 13F portfolio, value $4,297,851.

    13F-HR 0001993888-26-000002 filed by Pictet Asset Management Holding SA
    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 1,232,758 shares
    Change vs previous 13F -2,487,187 shares

    0.04% of the 13F portfolio, value $46,142,132.

    13F-HR 0001993888-26-000001 filed by Pictet Asset Management Holding SA
    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 3,719,945 shares
    Change vs previous 13F +57,301 shares

    0.12% of the 13F portfolio, value $123,725,371.

    13F-HR 0001993888-25-000019 filed by Pictet Asset Management Holding SA
    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 3,662,644 shares
    Change vs previous 13F +512,585 shares

    0.14% of the 13F portfolio, value $133,393,494.

    13F-HR 0001993888-25-000015 filed by Pictet Asset Management Holding SA
    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 3,150,059 shares
    Change vs previous 13F +1,410,640 shares

    0.12% of the 13F portfolio, value $104,172,451.

    13F-HR 0001993888-25-000007 filed by Pictet Asset Management Holding SA
    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 1,739,419 shares
    Change vs previous 13F +1,709,820 shares

    0.05% of the 13F portfolio, value $49,103,798.

    13F-HR 0001993888-25-000001 filed by Pictet Asset Management Holding SA
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 29,599 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $740,507.

    13F-HR 0001993888-24-000010 filed by Pictet Asset Management Holding SA
    Filed (acceptance time not in the bulk data set), ingested

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