UBS AM
PPLI

UBS AM’s People Inc PPLI Stock Holding History

UBS AM’s Portfolio PPLI Stock Details PPLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.41M Sell
209,999
-10,639
-5% -$403K ﹤0.01% 1279
2025
Q4 		$8.63M Sell
220,638
-2,541
-1% -$89K ﹤0.01% 1185
2025
Q3 		$7.6M Sell
223,179
-118,061
-35% -$4.41M ﹤0.01% 1175
2025
Q2 		$12.7M Sell
341,240
-465,004
-58% -$16.8M ﹤0.01% 1238
2025
Q1 		$30.4M Sell
806,244
-1,687,726
-68% -$61.6M 0.01% 803
2024
Q4 		$88.3M Sell
2,493,970
-977,131
-28% -$39.1M 0.02% 536
2024
Q3 		$153M Buy
3,471,101
+80,877
+2% +$3.37M 0.04% 408
2024
Q2 		$130M Buy
3,390,224
+221,280
+7% +$9.14M 0.04% 398
2024
Q1 		$139M Buy
3,168,944
+529,858
+20% +$22.9M 0.05% 365
2023
Q4 		$113M Buy
2,639,086
+582,076
+28% +$22.8M 0.04% 401
2023
Q3 		$85M Buy
2,057,010
+460,554
+29% +$22.3M 0.04% 438
2023
Q2 		$67.6M Hold
1,596,456
– – 0.03% 486
2023
Q1 		$67.6M Buy
1,596,456
+1,258,989
+373% +$53.9M 0.03% 486
2022
Q4 		$12.3M Buy
337,467
+71,376
+27% +$2.82M 0.01% 865
2022
Q3 		$12.1M Sell
266,091
-15,331
-5% -$863K 0.01% 895
2022
Q2 		$17.5M Sell
281,422
-67,408
-19% -$4.75M 0.01% 772
2022
Q1 		$28.7M Sell
348,830
-9,182
-3% -$892K 0.01% 748
2021
Q4 		$38.4M Sell
358,012
-187,555
-34% -$21.2M 0.01% 720
2021
Q3 		$58.3M Sell
545,567
-402,271
-42% -$44.3M 0.02% 584
2021
Q2 		$120M Sell
947,838
-189,616
-17% -$24.6M 0.05% 384
2021
Q1 		$134M Sell
1,137,454
-336,826
-23% -$41.8M 0.06% 342
2020
Q4 		$152M Buy
1,474,280
+307,073
+26% +$23.5M 0.07% 289
2020
Q3 		$76.3M Sell
1,167,207
-1,655,950
-59% -$114M 0.04% 405
2020
Q2 		$163M Sell
2,823,157
-564,252
-17% -$25.1M 0.1% 207
2020
Q1 		$109M Buy
3,387,409
+166,480
+5% +$6.59M 0.08% 251
2019
Q4 		$143M Buy
3,220,929
+59,087
+2% +$2.38M 0.09% 243
2019
Q3 		$123M Buy
3,161,842
+303,160
+11% +$12.9M 0.08% 257
2019
Q2 		$111M Buy
2,858,682
+295,001
+12% +$11.8M 0.08% 270
2019
Q1 		$96.3M Sell
2,563,681
-290,290
-10% -$10.7M 0.07% 290
2018
Q4 		$93.4M Buy
2,853,971
+1,390,184
+95% +$46.7M 0.08% 270
2018
Q3 		$56.7M Buy
1,463,787
+37,685
+3% +$1.22M 0.04% 457
2018
Q2 		$38.9M Buy
1,426,102
+106,358
+8% +$2.91M 0.03% 584
2018
Q1 		$36.9M Buy
1,319,744
+170,694
+15% +$4.5M 0.03% 595
2017
Q4 		$25.1M Buy
1,149,050
+775,322
+207% +$17.4M 0.02% 690
2017
Q3 		$7.85M Buy
373,728
+12,852
+4% +$250K 0.01% 957
2017
Q2 		$6.66M Buy
360,876
+47,270
+15% +$803K 0.01% 972
2017
Q1 		$4.13M Buy
313,606
+42,162
+16% +$548K ﹤0.01% 1072
2016
Q4 		$3.14M Sell
271,444
-127,111
-32% -$1.49M ﹤0.01% 1115
2016
Q3 		$4.45M Sell
398,555
-3,346
-0.8% -$35.3K ﹤0.01% 1060
2016
Q2 		$4.04M Buy
401,901
+30,769
+8% +$285K ﹤0.01% 1077
2016
Q1 		$3.12M Sell
371,132
-33,601
-8% -$289K ﹤0.01% 1184
2015
Q4 		$4.34M Buy
404,733
+2,239
+0.6% +$25.9K 0.01% 1120
2015
Q3 		$4.7M Buy
402,494
+62,579
+18% +$831K 0.01% 1074
2015
Q2 		$4.84M Buy
339,915
+22,381
+7% +$297K ﹤0.01% 1063
2015
Q1 		$3.83M Sell
317,534
-827,561
-72% -$9.57M ﹤0.01% 1117
2014
Q4 		$12.4M Sell
1,145,095
-33,852
-3% -$383K 0.01% 818
2014
Q3 		$13.9M Sell
1,178,947
-90,366
-7% -$1.09M 0.01% 765
2014
Q2 		$15.7M Buy
1,269,313
+73,664
+6% +$882K 0.02% 737
2014
Q1 		$15.3M Sell
1,195,649
-525,800
-31% -$6.76M 0.02% 726
2013
Q4 		$21.1M Sell
1,721,449
-185,886
-10% -$1.92M 0.02% 618
2013
Q3 		$18.6M Buy
1,907,335
+95,682
+5% +$874K 0.02% 632
2013
Q2 		$15.4M Buy
+1,811,653
New +$15.4M 0.02% 650

Other funds holding PPLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS AM's PPLI Position: Q1 2026 in Review

UBS AM reduced its People Inc (PPLI) stake by 4.8% in Q1 2026, selling an estimated $403K and leaving 209,999 shares worth $8.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

UBS AM first reported a position in PPLI in Q2 2013 and has held it in 52 quarters since. The position peaked at $163M in Q2 2020. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • UBS AM held 209,999 shares of People Inc worth $8.41M as of Q1 2026.
  • UBS AM sold 10,639 People Inc shares in Q1 2026, an estimated $403K.
  • People Inc made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #1279 holding.
  • UBS AM first reported a position in People Inc in Q2 2013 and has held it in 52 quarters since.
  • UBS AM's People Inc position peaked at $163M in Q2 2020.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

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