UBS AM
PEG icon

UBS AM’s Public Service Enterprise Group PEG Stock Holding History

UBS AM’s Portfolio PEG Stock Details PEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$454M Buy
5,609,676
+1,043,534
+23% +$85.5M 0.09% 192
2025
Q4 		$367M Buy
4,566,142
+287,559
+7% +$23.5M 0.08% 220
2025
Q3 		$357M Sell
4,278,583
-424,511
-9% -$35.6M 0.08% 230
2025
Q2 		$396M Sell
4,703,094
-100,716
-2% -$8.12M 0.08% 239
2025
Q1 		$395M Buy
4,803,810
+806,782
+20% +$67.3M 0.1% 207
2024
Q4 		$338M Buy
3,997,028
+542,671
+16% +$48M 0.08% 231
2024
Q3 		$308M Sell
3,454,357
-157,178
-4% -$12.5M 0.08% 241
2024
Q2 		$266M Buy
3,611,535
+739,160
+26% +$52.5M 0.08% 240
2024
Q1 		$192M Buy
2,872,375
+153,373
+6% +$9.39M 0.07% 282
2023
Q4 		$166M Buy
2,719,002
+177,855
+7% +$10.9M 0.07% 304
2023
Q3 		$145M Buy
2,541,147
+55,869
+2% +$3.43M 0.06% 312
2023
Q2 		$155M Hold
2,485,278
– – 0.08% 284
2023
Q1 		$155M Buy
2,485,278
+21,589
+0.9% +$1.31M 0.08% 284
2022
Q4 		$151M Buy
2,463,689
+168,342
+7% +$9.77M 0.08% 284
2022
Q3 		$129M Sell
2,295,347
-19,563
-0.8% -$1.26M 0.07% 298
2022
Q2 		$146M Sell
2,314,910
-32,518
-1% -$2.21M 0.08% 278
2022
Q1 		$164M Sell
2,347,428
-80,403
-3% -$5.32M 0.07% 294
2021
Q4 		$162M Buy
2,427,831
+232,494
+11% +$14.7M 0.06% 321
2021
Q3 		$134M Sell
2,195,337
-223,152
-9% -$13.9M 0.06% 349
2021
Q2 		$144M Buy
2,418,489
+91,659
+4% +$5.66M 0.06% 333
2021
Q1 		$140M Buy
2,326,830
+173,642
+8% +$10M 0.06% 332
2020
Q4 		$126M Sell
2,153,188
-7,574
-0.4% -$441K 0.06% 337
2020
Q3 		$119M Sell
2,160,762
-4,591
-0.2% -$243K 0.06% 294
2020
Q2 		$106M Sell
2,165,353
-255,975
-11% -$12.8M 0.07% 286
2020
Q1 		$109M Buy
2,421,328
+232,276
+11% +$12.5M 0.08% 250
2019
Q4 		$129M Buy
2,189,052
+41,029
+2% +$2.49M 0.08% 264
2019
Q3 		$133M Buy
2,148,023
+125,749
+6% +$7.51M 0.09% 239
2019
Q2 		$119M Buy
2,022,274
+60,535
+3% +$3.61M 0.08% 259
2019
Q1 		$117M Sell
1,961,739
-318,187
-14% -$17.8M 0.09% 252
2018
Q4 		$119M Sell
2,279,926
-411,834
-15% -$22.2M 0.1% 220
2018
Q3 		$142M Buy
2,691,760
+74,428
+3% +$3.89M 0.11% 219
2018
Q2 		$142M Buy
2,617,332
+203,082
+8% +$10.4M 0.11% 214
2018
Q1 		$121M Buy
2,414,250
+355,091
+17% +$17.4M 0.1% 244
2017
Q4 		$106M Buy
2,059,159
+48,943
+2% +$2.47M 0.09% 252
2017
Q3 		$93M Buy
2,010,216
+15,492
+0.8% +$702K 0.08% 262
2017
Q2 		$85.8M Buy
1,994,724
+19,007
+1% +$840K 0.08% 269
2017
Q1 		$87.6M Buy
1,975,717
+163,629
+9% +$7.22M 0.09% 251
2016
Q4 		$79.5M Sell
1,812,088
-127,465
-7% -$5.32M 0.09% 247
2016
Q3 		$81.2M Buy
1,939,553
+94,172
+5% +$4.15M 0.09% 252
2016
Q2 		$86M Sell
1,845,381
-196,522
-10% -$8.92M 0.1% 232
2016
Q1 		$96.3M Buy
2,041,903
+11,548
+0.6% +$491K 0.11% 201
2015
Q4 		$78.6M Sell
2,030,355
-167,903
-8% -$6.73M 0.09% 245
2015
Q3 		$92.7M Sell
2,198,258
-91,680
-4% -$3.74M 0.1% 223
2015
Q2 		$89.9M Buy
2,289,938
+21,611
+1% +$897K 0.09% 253
2015
Q1 		$95.1M Buy
2,268,327
+228,259
+11% +$9.53M 0.09% 253
2014
Q4 		$84.5M Buy
2,040,068
+50,299
+3% +$2.02M 0.08% 274
2014
Q3 		$74.1M Sell
1,989,769
-273,135
-12% -$10.1M 0.07% 291
2014
Q2 		$92.3M Buy
2,262,904
+105,171
+5% +$4.08M 0.09% 252
2014
Q1 		$82.3M Buy
2,157,733
+249,491
+13% +$8.61M 0.09% 259
2013
Q4 		$61.1M Sell
1,908,242
-174,991
-8% -$5.79M 0.07% 306
2013
Q3 		$68.6M Buy
2,083,233
+36,827
+2% +$1.22M 0.08% 262
2013
Q2 		$66.8M Buy
+2,046,406
New +$70M 0.09% 257

Other funds holding PEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

UBS AM's PEG Position: Q1 2026 in Review

UBS AM increased its Public Service Enterprise Group (PEG) stake by 23% in Q1 2026, buying an estimated $85.5M and bringing the position to 5,609,676 shares worth $454M. The position accounts for 0.09% of the portfolio, ranked #192.

UBS AM first reported a position in PEG in Q2 2013 and has held it in 52 quarters since. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • UBS AM held 5,609,676 shares of Public Service Enterprise Group worth $454M as of Q1 2026.
  • UBS AM bought 1,043,534 Public Service Enterprise Group shares in Q1 2026, an estimated $85.5M.
  • Public Service Enterprise Group made up 0.09% of UBS AM's portfolio in Q1 2026, its #192 holding.
  • UBS AM first reported a position in Public Service Enterprise Group in Q2 2013 and has held it in 52 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.