UBS AM
PHG icon

UBS AM’s Philips PHG Stock Holding History

UBS AM’s Portfolio PHG Stock Details PHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.8M Buy
1,013,524
+866,156
+588% +$24.5M 0.01% 783
2025
Q4 		$3.85M Sell
147,368
-11,320
-7% -$302K ﹤0.01% 1593
2025
Q3 		$4.17M Buy
+158,688
New +$4.07M ﹤0.01% 1453
2024
Q4 		– Sell
-152,702
Closed -$4.62M – 2737
2024
Q3 		$4.62M Buy
+152,702
New +$4.06M ﹤0.01% 1617
2024
Q2 		– Sell
-210,127
Closed -$3.76M – 2862
2024
Q1 		$3.76M Buy
210,127
+7,220
+4% +$138K ﹤0.01% 1384
2023
Q4 		$4.23M Sell
202,907
-7,490
-4% -$136K ﹤0.01% 1322
2023
Q3 		$3.75M Buy
+210,397
New +$4.04M ﹤0.01% 1336
2021
Q2 		– Sell
-5,777
Closed -$254K – 2774
2021
Q1 		$254K Hold
5,777
– – ﹤0.01% 2521
2020
Q4 		$254K Buy
+5,777
New +$239K ﹤0.01% 2448
2019
Q4 		– Sell
-1,940
Closed -$71.1K – 2745
2019
Q3 		$71.1K Hold
1,940
– – ﹤0.01% 2695
2019
Q2 		$67.2K Sell
1,940
-47
-2% -$1.51K ﹤0.01% 2672
2019
Q1 		$63K Sell
1,987
-1,366
-41% -$40.7K ﹤0.01% 2596
2018
Q4 		$91.4K Sell
3,353
-3,103
-48% -$91.6K ﹤0.01% 2528
2018
Q3 		$228K Hold
6,456
– – ﹤0.01% 2392
2018
Q2 		$212K Buy
6,456
+6,152
+2,024% +$197K ﹤0.01% 2452
2018
Q1 		$8.85K Buy
304
+133
+78% +$3.95K ﹤0.01% 2581
2017
Q4 		$4.91K Hold
171
– – ﹤0.01% 2528
2017
Q3 		$5.36K Sell
171
-73
-30% -$2.13K ﹤0.01% 2474
2017
Q2 		$6.63K Sell
244
-6
-2% -$157 ﹤0.01% 2457
2017
Q1 		$5.94K Sell
250
-201
-45% -$4.51K ﹤0.01% 2414
2016
Q4 		$10K Buy
+451
New +$9.84K ﹤0.01% 2387

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS AM's PHG Position: Q1 2026 in Review

UBS AM increased its Philips (PHG) stake by 588% in Q1 2026, buying an estimated $24.5M and bringing the position to 1,013,524 shares worth $26.8M. The position accounts for 0.01% of the portfolio, ranked #783.

UBS AM first reported a position in PHG in Q4 2016 and has held it in 21 quarters since. 341 funds tracked by Wall St. Rank hold PHG as of Q1 2026.

  • UBS AM held 1,013,524 shares of Philips worth $26.8M as of Q1 2026.
  • UBS AM bought 866,156 Philips shares in Q1 2026, an estimated $24.5M.
  • Philips made up 0.01% of UBS AM's portfolio in Q1 2026, its #783 holding.
  • UBS AM first reported a position in Philips in Q4 2016 and has held it in 21 quarters since.
  • 341 funds tracked by Wall St. Rank held Philips as of Q1 2026.

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