UBS Group’s Peabody Energy BTU Stock Holding History

UBS Group’s Portfolio BTU Stock Details BTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-78,500	Closed	-$2.33M	–	10531
2025 Q4	$2.33M	Buy	78,500 +14,300	+22%	+$420K	﹤0.01%	4829
2025 Q3	$1.7M	Hold	64,200	–	–	﹤0.01%	5112
2025 Q2	$862K	Sell	64,200 -575,000	-90%	-$7.59M	﹤0.01%	5574
2025 Q1	$8.66M	Buy	+639,200	New	+$10.3M	﹤0.01%	3203
2024 Q3	–	Sell	-179,000	Closed	-$3.96M	–	9526
2024 Q2	$3.96M	Buy	+179,000	New	+$4.13M	﹤0.01%	3093
2023 Q3	–	Sell	-420,000	Closed	-$9.1M	–	9494
2023 Q2	$9.1M	Sell	420,000 -75,000	-15%	-$1.66M	﹤0.01%	2029
2023 Q1	$12.7M	Buy	495,000 +135,000	+38%	+$3.59M	﹤0.01%	1725
2022 Q4	$9.51M	Buy	360,000 +200,600	+126%	+$5.51M	﹤0.01%	1967
2022 Q3	$3.96M	Sell	159,400 -23,400	-13%	-$525K	﹤0.01%	2571
2022 Q2	$3.9M	Buy	+182,800	New	+$4.49M	﹤0.01%	2582
2020 Q1	–	Sell	-250,000	Closed	-$2.28M	–	7975
2019 Q4	$2.28M	Buy	+250,000	New	+$2.87M	﹤0.01%	3417

Other funds holding BTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

UBS Group's BTU Position: Q1 2026 in Review

UBS Group reduced its Peabody Energy (BTU) stake by 53% in Q1 2026, selling an estimated $36.5M and leaving 924,479 shares worth $30.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2154.

UBS Group first reported a position in BTU in Q2 2017 and has held it in 36 quarters since. The position peaked at $58.5M in Q4 2025. 387 funds tracked by Wall St. Rank hold BTU as of Q1 2026.

UBS Group held 924,479 shares of Peabody Energy worth $30.5M as of Q1 2026.
UBS Group sold 1,044,779 Peabody Energy shares in Q1 2026, an estimated $36.5M.
Peabody Energy made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2154 holding.
UBS Group first reported a position in Peabody Energy in Q2 2017 and has held it in 36 quarters since.
UBS Group's Peabody Energy position peaked at $58.5M in Q4 2025.
387 funds tracked by Wall St. Rank held Peabody Energy as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.