UBS AM
PRI icon

UBS AM’s Primerica PRI Stock Holding History

UBS AM’s Portfolio PRI Stock Details PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.5M Sell
93,371
-47,991
-34% -$13.1M ﹤0.01% 829
2026
Q1 		$35.4M Sell
141,362
-1,554
-1% -$401K 0.01% 705
2025
Q4 		$36.9M Sell
142,916
-1,626
-1% -$424K 0.01% 681
2025
Q3 		$40.1M Sell
144,542
-62,040
-30% -$16.7M 0.01% 646
2025
Q2 		$56.5M Buy
206,582
+59,216
+40% +$15.7M 0.01% 665
2025
Q1 		$41.9M Buy
147,366
+4,687
+3% +$1.34M 0.01% 723
2024
Q4 		$38.7M Buy
142,679
+11,737
+9% +$3.33M 0.01% 728
2024
Q3 		$34.7M Sell
130,942
-3,906
-3% -$986K 0.01% 766
2024
Q2 		$31.9M Buy
134,848
+56,250
+72% +$12.8M 0.01% 729
2024
Q1 		$19.9M Buy
78,598
+4,513
+6% +$1.07M 0.01% 794
2023
Q4 		$15.2M Buy
74,085
+1,387
+2% +$283K 0.01% 848
2023
Q3 		$14.1M Buy
72,698
+55
+0.1% +$11.3K 0.01% 845
2023
Q2 		$12.5M Hold
72,643
– – 0.01% 887
2023
Q1 		$12.5M Buy
72,643
+4,005
+6% +$656K 0.01% 887
2022
Q4 		$9.73M Buy
68,638
+701
+1% +$97.7K 0.01% 947
2022
Q3 		$8.39M Sell
67,937
-6,402
-9% -$812K ﹤0.01% 1020
2022
Q2 		$8.9M Sell
74,339
-754
-1% -$94.8K ﹤0.01% 1000
2022
Q1 		$10.3M Buy
75,093
+2,145
+3% +$305K ﹤0.01% 1058
2021
Q4 		$11.2M Sell
72,948
-75,563
-51% -$12M ﹤0.01% 1087
2021
Q3 		$22.8M Sell
148,511
-97,547
-40% -$14.5M 0.01% 835
2021
Q2 		$37.7M Sell
246,058
-34,748
-12% -$5.49M 0.02% 704
2021
Q1 		$41.5M Sell
280,806
-19,064
-6% -$2.73M 0.02% 667
2020
Q4 		$40.2M Buy
299,870
+36,063
+14% +$4.53M 0.02% 659
2020
Q3 		$29.8M Buy
263,807
+1,485
+0.6% +$180K 0.02% 660
2020
Q2 		$30.6M Buy
262,322
+57,760
+28% +$6.14M 0.02% 615
2020
Q1 		$18.1M Buy
204,562
+33,738
+20% +$3.86M 0.01% 698
2019
Q4 		$22.3M Buy
170,824
+85,205
+100% +$11M 0.01% 745
2019
Q3 		$10.9M Buy
85,619
+6,171
+8% +$745K 0.01% 926
2019
Q2 		$9.53M Buy
79,448
+39,877
+101% +$4.94M 0.01% 978
2019
Q1 		$4.83M Buy
39,571
+4,762
+14% +$549K ﹤0.01% 1160
2018
Q4 		$3.4M Buy
34,809
+754
+2% +$83.9K ﹤0.01% 1223
2018
Q3 		$4.11M Buy
34,055
+437
+1% +$50.7K ﹤0.01% 1219
2018
Q2 		$3.35M Sell
33,618
-1,312
-4% -$128K ﹤0.01% 1297
2018
Q1 		$3.37M Buy
34,930
+5,825
+20% +$585K ﹤0.01% 1269
2017
Q4 		$2.96M Buy
29,105
+815
+3% +$77.7K ﹤0.01% 1282
2017
Q3 		$2.31M Buy
28,290
+2,382
+9% +$186K ﹤0.01% 1340
2017
Q2 		$1.96M Sell
25,908
-19,773
-43% -$1.55M ﹤0.01% 1379
2017
Q1 		$3.75M Buy
45,681
+2,424
+6% +$189K ﹤0.01% 1102
2016
Q4 		$2.99M Sell
43,257
-84,576
-66% -$5.38M ﹤0.01% 1133
2016
Q3 		$6.78M Buy
127,833
+39,275
+44% +$2.17M 0.01% 961
2016
Q2 		$5.07M Buy
88,558
+10,407
+13% +$540K 0.01% 1013
2016
Q1 		$3.48M Buy
78,151
+17,086
+28% +$738K ﹤0.01% 1140
2015
Q4 		$2.88M Sell
61,065
-393,139
-87% -$19.2M ﹤0.01% 1268
2015
Q3 		$20.5M Buy
454,204
+421,906
+1,306% +$18.5M 0.02% 671
2015
Q2 		$1.48M Buy
32,298
+2,400
+8% +$112K ﹤0.01% 1528
2015
Q1 		$1.52M Buy
29,898
+1,000
+3% +$51.9K ﹤0.01% 1478
2014
Q4 		$1.57M Buy
28,898
+1,000
+4% +$51K ﹤0.01% 1427
2014
Q3 		$1.34M Hold
27,898
– – ﹤0.01% 1453
2014
Q2 		$1.33M Buy
27,898
+700
+3% +$32.1K ﹤0.01% 1478
2014
Q1 		$1.28M Buy
27,198
+2,000
+8% +$88.9K ﹤0.01% 1483
2013
Q4 		$1.08M Sell
25,198
-3,400
-12% -$144K ﹤0.01% 1492
2013
Q3 		$1.15M Sell
28,598
-45,100
-61% -$1.79M ﹤0.01% 1444
2013
Q2 		$2.76M Buy
+73,698
New +$2.54M ﹤0.01% 1111

Other funds holding PRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

UBS AM's PRI Position: Q2 2026 in Review

UBS AM reduced its Primerica (PRI) stake by 34% in Q2 2026, selling an estimated $13.1M and leaving 93,371 shares worth $26.5M. The position accounts for ﹤0.01% of the portfolio, ranked #829.

UBS AM first reported a position in PRI in Q2 2013 and has held it in 53 quarters since. The position peaked at $56.5M in Q2 2025. 523 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • UBS AM held 93,371 shares of Primerica worth $26.5M as of Q2 2026.
  • UBS AM sold 47,991 Primerica shares in Q2 2026, an estimated $13.1M.
  • Primerica made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #829 holding.
  • UBS AM first reported a position in Primerica in Q2 2013 and has held it in 53 quarters since.
  • UBS AM's Primerica position peaked at $56.5M in Q2 2025.
  • 523 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.