UBS Group
PAL

UBS Group’s Proficient Auto Logistics PAL Stock Holding History

UBS Group’s Portfolio PAL Stock Details PAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$875K Buy
129,047
+36,092
+39% +$298K ﹤0.01% 5658
2025
Q4 		$896K Sell
92,955
-16,141
-15% -$127K ﹤0.01% 5669
2025
Q3 		$752K Sell
109,096
-13,641
-11% -$100K ﹤0.01% 5793
2025
Q2 		$891K Sell
122,737
-48,811
-28% -$381K ﹤0.01% 5550
2025
Q1 		$1.44M Buy
171,548
+107,003
+166% +$1.06M ﹤0.01% 4984
2024
Q4 		$521K Buy
64,545
+57,085
+765% +$568K ﹤0.01% 5815
2024
Q3 		$106K Buy
+7,460
New +$135K ﹤0.01% 6314

Other funds holding PAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group's PAL Position: Q1 2026 in Review

UBS Group increased its Proficient Auto Logistics (PAL) stake by 39% in Q1 2026, buying an estimated $298K and bringing the position to 129,047 shares worth $875K. The position accounts for ﹤0.01% of the portfolio, ranked #5658.

UBS Group first reported a position in PAL in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.44M in Q1 2025. 103 funds tracked by Wall St. Rank hold PAL as of Q1 2026.

  • UBS Group held 129,047 shares of Proficient Auto Logistics worth $875K as of Q1 2026.
  • UBS Group bought 36,092 Proficient Auto Logistics shares in Q1 2026, an estimated $298K.
  • Proficient Auto Logistics made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5658 holding.
  • UBS Group first reported a position in Proficient Auto Logistics in Q3 2024 and has held it in 7 quarters since.
  • UBS Group's Proficient Auto Logistics position peaked at $1.44M in Q1 2025.
  • 103 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q1 2026.

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