PDT Partners’s UBS Group UBS Stock Holding History

PDT Partners’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.7M	Hold	305,288	–	–	0.69%	26
2025 Q4	$14.2M	Hold	305,288	–	–	0.92%	6
2025 Q3	$12.5M	Sell	305,288 -90	-0%	-$3.5K	0.79%	10
2025 Q2	$10.3M	Buy	+305,378	New	+$9.45M	0.58%	20
2023 Q4	–	Sell	-31,464	Closed	-$776K	–	676
2023 Q3	$776K	Sell	31,464 -88,764	-74%	-$2.07M	0.1%	345
2023 Q2	$2.44M	Sell	120,228 -20,184	-14%	-$406K	0.34%	82
2023 Q1	$3M	Buy	140,412 +36,024	+35%	+$752K	0.41%	75
2022 Q4	$1.95M	Buy	+104,388	New	+$1.78M	0.32%	81
2022 Q3	–	Sell	-48,361	Closed	-$784K	–	1095
2022 Q2	$784K	Buy	+48,361	New	+$848K	0.07%	465
2021 Q2	–	Sell	-17,800	Closed	-$276K	–	958
2021 Q1	$276K	Sell	17,800 -2,221	-11%	-$34.1K	0.02%	638
2020 Q4	$283K	Buy	+20,021	New	+$265K	0.02%	558
2018 Q3	–	Sell	-632,732	Closed	-$9.71M	–	539
2018 Q2	$9.71M	Buy	632,732 +2,132	+0.3%	+$34.7K	0.37%	91
2018 Q1	$11.1M	Hold	630,600	–	–	0.38%	84
2017 Q4	$11.6M	Sell	630,600 -116,800	-16%	-$2.03M	0.34%	103
2017 Q3	$12.8M	Hold	747,400	–	–	0.42%	79
2017 Q2	$12.7M	Buy	+747,400	New	+$12.2M	0.51%	51
2015 Q3	–	Sell	-73,800	Closed	-$1.56M	–	1579
2015 Q2	$1.56M	Buy	+73,800	New	+$1.54M	0.04%	539

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

PDT Partners's UBS Position: Q1 2026 in Review

PDT Partners held its UBS Group (UBS) position steady in Q1 2026 at 305,288 shares worth $11.7M. The position accounts for 0.69% of the portfolio, ranked #26.

PDT Partners first reported a position in UBS in Q2 2015 and has held it in 17 quarters since. The position peaked at $14.2M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

PDT Partners held 305,288 shares of UBS Group worth $11.7M as of Q1 2026.
PDT Partners left its UBS Group share count unchanged in Q1 2026.
UBS Group made up 0.69% of PDT Partners's portfolio in Q1 2026, its #26 holding.
PDT Partners first reported a position in UBS Group in Q2 2015 and has held it in 17 quarters since.
PDT Partners's UBS Group position peaked at $14.2M in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on PDT Partners's 13F filing for Q1 2026, filed 15 May 2026.