UBS Group AG: PJT position timeline

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

UBS Group AG held 125,967 PJT 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 125,967 shares
Change vs previous 13F +25,183 shares
<0.01% of the 13F portfolio, value $19,013,459.
13F-HR 0001610520-26-000103 filed by UBS Group AG
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: 53,252 shares
- UBS Group AG: 72,715 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 100,784 shares
Change vs previous 13F +1,067 shares
<0.01% of the 13F portfolio, value $14,081,540.
13F-HR 0000861177-26-000003 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2026-05-13 (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: 59,005 shares
- UBS Group AG: 41,779 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 99,717 shares
Change vs previous 13F -83,121 shares
<0.01% of the 13F portfolio, value $16,672,684.
13F-HR 0000861177-26-000001 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2026-02-13 (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: 58,559 shares
- UBS Group AG: 41,158 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 182,838 shares
Change vs previous 13F +903 shares
<0.01% of the 13F portfolio, value $32,495,798.
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: 57,799 shares
- UBS Group AG: 125,039 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 181,935 shares
Change vs previous 13F +26,017 shares
<0.01% of the 13F portfolio, value $30,021,093.
13F-HR 0000950123-25-008111 filed by UBS Group AG
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: 89,644 shares
- UBS Group AG: 92,291 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 155,918 shares
Change vs previous 13F -69,176 shares
<0.01% of the 13F portfolio, value $21,497,975.
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: 66,559 shares
- UBS Group AG: 89,359 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 225,094 shares
Change vs previous 13F +149,888 shares
<0.01% of the 13F portfolio, value $35,522,084.
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: 61,282 shares
- UBS Group AG: 163,812 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 75,206 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $10,027,969.
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: 51,488 shares
- UBS Group AG: 23,718 shares
Acceptance time not in the bulk data set (spec §4.2).