UBS Group
PDC

UBS Group’s Perpetuals.com Ltd PDC Stock Holding History

UBS Group’s Portfolio PDC Stock Details PDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.3K Buy
3,097
+158
+5% +$828 ﹤0.01% 8132
2025
Q4 		$19K Buy
2,939
+2,936
+97,867% +$13.9K ﹤0.01% 7820
2025
Q3 		$8 Buy
+3
New +$9 ﹤0.01% 10202
2025
Q2 		– Sell
-1,826
Closed -$4.24K – 10383
2025
Q1 		$4.24K Buy
1,826
+328
+22% +$859 ﹤0.01% 9130
2024
Q4 		$3.98K Buy
+1,498
New +$4.16K ﹤0.01% 8805
2024
Q3 		– Sell
-3,728
Closed -$8.24K – 9628
2024
Q2 		$8.24K Buy
3,728
+2,890
+345% +$7.79K ﹤0.01% 7808
2024
Q1 		$2.92K Buy
+838
New +$2.44K ﹤0.01% 7807

Other funds holding PDC

SP
SmartHarvest Portfolios Poulsbo, Washington $240M AUM
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

UBS Group's PDC Position: Q1 2026 in Review

UBS Group increased its Perpetuals.com Ltd (PDC) stake by 5.4% in Q1 2026, buying an estimated $828 and bringing the position to 3,097 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #8132.

UBS Group first reported a position in PDC in Q1 2024 and has held it in 7 quarters since. The position peaked at $19K in Q4 2025. 7 funds tracked by Wall St. Rank hold PDC as of Q1 2026.

  • UBS Group held 3,097 shares of Perpetuals.com Ltd worth $15.3K as of Q1 2026.
  • UBS Group bought 158 Perpetuals.com Ltd shares in Q1 2026, an estimated $828.
  • Perpetuals.com Ltd made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8132 holding.
  • UBS Group first reported a position in Perpetuals.com Ltd in Q1 2024 and has held it in 7 quarters since.
  • UBS Group's Perpetuals.com Ltd position peaked at $19K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Perpetuals.com Ltd as of Q1 2026.

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