UBS Group AG: PFSI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UBS Group AG on PFSI, newest first. How the timeline and the estimate are built.

UBS Group AG held 122,498 PFSI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 122,498 shares
Change vs previous 13F -137,328 shares
<0.01% of the 13F portfolio, value $10,669,575.
13F-HR 0000861177-26-000004 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 68,681 shares
- UBS Group AG: 53,817 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 259,826 shares
Change vs previous 13F +100,183 shares
<0.01% of the 13F portfolio, value $22,708,792.
13F-HR 0001610520-26-000057 filed by UBS Group AG
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 76,090 shares
- UBS Group AG: 183,736 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 159,643 shares
Change vs previous 13F -83,732 shares
<0.01% of the 13F portfolio, value $21,047,334.
13F-HR 0001610520-26-000004 filed by UBS Group AG
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 75,104 shares
- UBS Group AG: 84,539 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 243,375 shares
Change vs previous 13F +28,083 shares
<0.01% of the 13F portfolio, value $30,149,295.
13F-HR 0001193125-25-279802 filed by UBS Group AG
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 77,018 shares
- UBS Group AG: 166,357 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 215,292 shares
Change vs previous 13F +43,000 shares
<0.01% of the 13F portfolio, value $21,451,695.
13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 128,052 shares
- UBS Group AG: 87,240 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 172,292 shares
Change vs previous 13F -80,939 shares
<0.01% of the 13F portfolio, value $17,248,151.
13F-HR 0000950123-25-004922 filed by UBS Group AG
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 79,473 shares
- UBS Group AG: 92,819 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 253,231 shares
Change vs previous 13F +107,703 shares
<0.01% of the 13F portfolio, value $25,865,013.
13F-HR 0000950123-25-002409 filed by UBS Group AG
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 94,448 shares
- UBS Group AG: 158,783 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 145,528 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $16,585,828.
13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 96,324 shares
- UBS Group AG: 49,204 shares
Acceptance time not in the bulk data set (spec §4.2).