UBS Group
PCM

UBS Group’s PCM Fund PCM Stock Holding History

UBS Group’s Portfolio PCM Stock Details PCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,441
Closed -$9.12K – 10771
2025
Q2 		$9.12K Sell
1,441
-1,366
-49% -$8.53K ﹤0.01% 8907
2025
Q1 		$18.1K Sell
2,807
-1,374
-33% -$9.12K ﹤0.01% 8298
2024
Q4 		$32.2K Buy
4,181
+3,209
+330% +$25.7K ﹤0.01% 7557
2024
Q3 		$7.77K Sell
972
-12
-1% -$93 ﹤0.01% 7880
2024
Q2 		$7.3K Buy
+984
New +$8.25K ﹤0.01% 7861
2024
Q1 		– Sell
-1,876
Closed -$14.9K – 9844
2023
Q4 		$14.9K Buy
1,876
+1,737
+1,250% +$13.8K ﹤0.01% 7269
2023
Q3 		$1.24K Sell
139
-1,861
-93% -$17.6K ﹤0.01% 8029
2023
Q2 		$19.3K Sell
2,000
-2,343
-54% -$21.8K ﹤0.01% 6888
2023
Q1 		$36.6K Sell
4,343
-1,468
-25% -$13.1K ﹤0.01% 6654
2022
Q4 		$45.7K Buy
5,811
+3,331
+134% +$27.7K ﹤0.01% 6856
2022
Q3 		$20K Buy
2,480
+959
+63% +$9.17K ﹤0.01% 7403
2022
Q2 		$14K Buy
1,521
+1,489
+4,653% +$14.9K ﹤0.01% 7413
2022
Q1 		$0 Sell
32
-3,036
-99% -$32.2K ﹤0.01% 10730
2021
Q4 		$33K Sell
3,068
-1,351
-31% -$15K ﹤0.01% 7302
2021
Q3 		$50K Buy
4,419
+1,747
+65% +$20.4K ﹤0.01% 6328
2021
Q2 		$32K Buy
2,672
+436
+19% +$5.12K ﹤0.01% 6854
2021
Q1 		$26K Buy
2,236
+1,509
+208% +$17K ﹤0.01% 7132
2020
Q4 		$8K Buy
727
+27
+4% +$278 ﹤0.01% 7632
2020
Q3 		$7K Sell
700
-3,978
-85% -$38.6K ﹤0.01% 7133
2020
Q2 		$44K Buy
4,678
+1,620
+53% +$14.5K ﹤0.01% 5963
2020
Q1 		$24K Sell
3,058
-3,401
-53% -$36.2K ﹤0.01% 6379
2019
Q4 		$74K Buy
6,459
+842
+15% +$9.6K ﹤0.01% 6150
2019
Q3 		$62K Buy
5,617
+455
+9% +$5.08K ﹤0.01% 6066
2019
Q2 		$59K Buy
5,162
+1,133
+28% +$12.8K ﹤0.01% 5772
2019
Q1 		$45K Buy
4,029
+1,868
+86% +$20.1K ﹤0.01% 5631
2018
Q4 		$22K Sell
2,161
-404
-16% -$4.25K ﹤0.01% 6704
2018
Q3 		$29K Sell
2,565
-25
-1% -$287 ﹤0.01% 6566
2018
Q2 		$30K Sell
2,590
-1,058
-29% -$12.3K ﹤0.01% 6382
2018
Q1 		$41K Sell
3,648
-1,776
-33% -$19.7K ﹤0.01% 5864
2017
Q4 		$63K Sell
5,424
-1,264
-19% -$14.7K ﹤0.01% 5669
2017
Q3 		$78K Buy
6,688
+2,422
+57% +$27.8K ﹤0.01% 5491
2017
Q2 		$48K Sell
4,266
-3,971
-48% -$42.3K ﹤0.01% 5674
2017
Q1 		$84K Buy
8,237
+879
+12% +$8.96K ﹤0.01% 5176
2016
Q4 		$74K Buy
7,358
+1,334
+22% +$13.1K ﹤0.01% 5519
2016
Q3 		$60K Sell
6,024
-67,742
-92% -$681K ﹤0.01% 5358
2016
Q2 		$717K Sell
73,766
-32,667
-31% -$317K ﹤0.01% 3634
2016
Q1 		$1.01M Buy
106,433
+98,876
+1,308% +$898K ﹤0.01% 3248
2015
Q4 		$70K Sell
7,557
-382
-5% -$3.63K ﹤0.01% 5530
2015
Q3 		$75K Buy
7,939
+901
+13% +$8.75K ﹤0.01% 5474
2015
Q2 		$71K Sell
7,038
-1,393
-17% -$14.7K ﹤0.01% 5683
2015
Q1 		$90K Buy
8,431
+6,339
+303% +$67.6K ﹤0.01% 5506
2014
Q4 		$22K Buy
+2,092
New +$23K ﹤0.01% 7521

Other funds holding PCM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
CIC
Concord Investment Counsel Irvine, California $297M AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

UBS Group's PCM Position: Q3 2025 in Review

UBS Group sold out of PCM Fund (PCM) in Q3 2025, closing a stake of 1,441 shares — an estimated $9.12K sold.

UBS Group first reported a position in PCM in Q4 2014 and held it in 42 quarters. The position peaked at $1.01M in Q1 2016. 25 funds tracked by Wall St. Rank hold PCM as of Q3 2025.

  • UBS Group reported no remaining PCM Fund position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 1,441 PCM Fund shares in Q3 2025, an estimated $9.12K.
  • UBS Group first reported a position in PCM Fund in Q4 2014 and held it in 42 quarters.
  • UBS Group's PCM Fund position peaked at $1.01M in Q1 2016.
  • 25 funds tracked by Wall St. Rank held PCM Fund as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.