UBS Group
PEG icon

UBS Group’s Public Service Enterprise Group PEG Stock Holding History

UBS Group’s Portfolio PEG Stock Details PEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.72M Buy
+33,500
New +$2.68M ﹤0.01% 4806
2026
Q1 		– Sell
-3,600
Closed -$289K – 10999
2025
Q4 		$289K Buy
+3,600
New +$294K ﹤0.01% 6380
2022
Q4 		– Sell
-49,400
Closed -$2.78M – 11032
2022
Q3 		$2.78M Buy
+49,400
New +$3.18M ﹤0.01% 2864
2021
Q4 		– Sell
-12,800
Closed -$780K – 10583
2021
Q3 		$780K Buy
+12,800
New +$799K ﹤0.01% 4394
2021
Q1 		– Sell
-235,000
Closed -$13.7M – 9344
2020
Q4 		$13.7M Buy
+235,000
New +$13.7M ﹤0.01% 1610
2020
Q3 		– Sell
-16,400
Closed -$806K – 8308
2020
Q2 		$806K Buy
16,400
+13,300
+429% +$663K ﹤0.01% 3697
2020
Q1 		$139K Buy
+3,100
New +$167K ﹤0.01% 5012
2019
Q3 		– Sell
-120,000
Closed -$7.06M – 8187
2019
Q2 		$7.06M Sell
120,000
-30,000
-20% -$1.79M ﹤0.01% 2048
2019
Q1 		$8.91M Sell
150,000
-97,700
-39% -$5.46M ﹤0.01% 1765
2018
Q4 		$12.9M Buy
+247,700
New +$13.3M 0.01% 1387
2018
Q1 		– Sell
-178,200
Closed -$9.18M – 8079
2017
Q4 		$9.18M Buy
+178,200
New +$8.98M ﹤0.01% 1791
2017
Q3 		– Sell
-139,400
Closed -$6M – 7920
2017
Q2 		$6M Buy
139,400
+137,900
+9,193% +$6.09M ﹤0.01% 1981
2017
Q1 		$67K Sell
1,500
-108,300
-99% -$4.78M ﹤0.01% 5314
2016
Q4 		$4.82M Buy
109,800
+39,500
+56% +$1.65M ﹤0.01% 2126
2016
Q3 		$2.94M Buy
70,300
+26,100
+59% +$1.15M ﹤0.01% 2490
2016
Q2 		$2.06M Sell
44,200
-20,100
-31% -$912K ﹤0.01% 2751
2016
Q1 		$3.03M Buy
64,300
+55,600
+639% +$2.36M ﹤0.01% 2309
2015
Q4 		$337K Buy
+8,700
New +$349K ﹤0.01% 4259
2015
Q3 		– Sell
-191,600
Closed -$7.53M – 8570
2015
Q2 		$7.53M Buy
+191,600
New +$7.95M 0.01% 1703
2015
Q1 		– Sell
-170,000
Closed -$7.04M – 9216
2014
Q4 		$7.04M Buy
+170,000
New +$6.84M ﹤0.01% 1797

Other funds holding PEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

UBS Group's PEG Position: Q2 2026 in Review

UBS Group increased its Public Service Enterprise Group (PEG) stake by 22% in Q2 2026, buying an estimated $22.4M and bringing the position to 1,560,565 shares worth $127M. The position accounts for 0.02% of the portfolio, ranked #965.

UBS Group first reported a position in PEG in Q4 2014 and has held it in 47 quarters since. The position peaked at $202M in Q4 2024. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • UBS Group held 1,560,565 shares of Public Service Enterprise Group worth $127M as of Q2 2026.
  • UBS Group bought 279,872 Public Service Enterprise Group shares in Q2 2026, an estimated $22.4M.
  • Public Service Enterprise Group made up 0.02% of UBS Group's portfolio in Q2 2026, its #965 holding.
  • UBS Group first reported a position in Public Service Enterprise Group in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Public Service Enterprise Group position peaked at $202M in Q4 2024.
  • 1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.