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Disclosery

UBS Group AG: PHO position timeline

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

UBS Group AG held 305,569 PHO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 305,569 shares
    Change vs previous 13F -364,625 shares

    <0.01% of the 13F portfolio, value $21,108,707.

    13F-HR 0001610520-26-000103 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 2,663 shares
    • UBS Group AG: 302,906 shares

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

  2. period ended2026-03-31
    13F 670,194 shares
    Change vs previous 13F +275,587 shares

    <0.01% of the 13F portfolio, value $44,809,171.

    13F-HR 0001610520-26-000057 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 2,724 shares
    • UBS Group AG: 667,470 shares

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

  3. period ended2025-12-31
    13F 394,607 shares
    Change vs previous 13F -48,853 shares

    <0.01% of the 13F portfolio, value $27,783,884.

    13F-HR 0001610520-26-000004 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 1,542 shares
    • UBS Group AG: 393,065 shares

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

  4. period ended2025-09-30
    13F 443,460 shares
    Change vs previous 13F +20,261 shares

    0.01% of the 13F portfolio, value $31,977,900.

    13F-HR 0001193125-25-279802 filed by UBS Group AG
    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 423,199 shares
    Change vs previous 13F -185,187 shares

    0.01% of the 13F portfolio, value $29,585,842.

    13F-HR 0000950123-25-008111 filed by UBS Group AG
    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 608,386 shares
    Change vs previous 13F -142,803 shares

    0.01% of the 13F portfolio, value $39,253,065.

    13F-HR 0000950123-25-004922 filed by UBS Group AG
    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 751,189 shares
    Change vs previous 13F +98,726 shares

    0.01% of the 13F portfolio, value $49,420,724.

    13F-HR 0000950123-25-002409 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 0 shares
    • UBS Group AG: 751,189 shares

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

  8. period ended2024-09-30
    13F 652,463 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $46,024,740.

    13F-HR 0000950123-24-011557 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 761 shares
    • UBS Group AG: 651,702 shares

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