UBS Group
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UBS Group’s PBF Energy PBF Stock Holding History

UBS Group’s Portfolio PBF Stock Details PBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-143,500
Closed -$3.41M – 7865
2016
Q2 		$3.41M Hold
143,500
– – ﹤0.01% 2321
2016
Q1 		$4.76M Buy
143,500
+63,500
+79% +$2.03M ﹤0.01% 1910
2015
Q4 		$2.94M Hold
80,000
– – ﹤0.01% 2453
2015
Q3 		$2.26M Hold
80,000
– – ﹤0.01% 2626
2015
Q2 		$2.27M Buy
+80,000
New +$2.25M ﹤0.01% 2845
2015
Q1 		– Sell
-500
Closed -$13K – 9204
2014
Q4 		$13K Buy
+500
New +$13K ﹤0.01% 8151

Other funds holding PBF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

UBS Group's PBF Position: Q3 2026 in Review

UBS Group increased its PBF Energy (PBF) stake by 103% in Q3 2026, buying an estimated $37.2M and bringing the position to 1,084,152 shares worth $83.4M. The position accounts for 0.01% of the portfolio, ranked #1240.

UBS Group first reported a position in PBF in Q4 2014 and has held it in 48 quarters since. 372 funds tracked by Wall St. Rank hold PBF as of Q3 2026.

  • UBS Group held 1,084,152 shares of PBF Energy worth $83.4M as of Q3 2026.
  • UBS Group bought 550,278 PBF Energy shares in Q3 2026, an estimated $37.2M.
  • PBF Energy made up 0.01% of UBS Group's portfolio in Q3 2026, its #1240 holding.
  • UBS Group first reported a position in PBF Energy in Q4 2014 and has held it in 48 quarters since.
  • 372 funds tracked by Wall St. Rank held PBF Energy as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.