UBS Group
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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
Q1 		– Sell
-2,700
Closed -$217K – 11000
2025
Q4 		$217K Hold
2,700
– – ﹤0.01% 6536
2025
Q3 		$225K Buy
+2,700
New +$226K ﹤0.01% 6607
2023
Q1 		– Sell
-300
Closed -$18.4K – 10175
2022
Q4 		$18.4K Hold
300
– – ﹤0.01% 7739
2022
Q3 		$17K Hold
300
– – ﹤0.01% 7610
2022
Q2 		$19K Buy
+300
New +$20.4K ﹤0.01% 6949
2022
Q1 		– Sell
-400
Closed -$27K – 10733
2021
Q4 		$27K Hold
400
– – ﹤0.01% 7500
2021
Q3 		$24K Buy
400
+100
+33% +$6.24K ﹤0.01% 6974
2021
Q2 		$18K Hold
300
– – ﹤0.01% 7452
2021
Q1 		$18K Buy
+300
New +$17.3K ﹤0.01% 7472
2020
Q4 		– Sell
-1,200
Closed -$66K – 8649
2020
Q3 		$66K Buy
+1,200
New +$63.5K ﹤0.01% 5452
2019
Q4 		– Sell
-700
Closed -$43K – 8329
2019
Q3 		$43K Buy
700
+200
+40% +$11.9K ﹤0.01% 6282
2019
Q2 		$29K Buy
+500
New +$29.8K ﹤0.01% 6361
2018
Q3 		– Sell
-5,600
Closed -$303K – 8182
2018
Q2 		$303K Sell
5,600
-1,800
-24% -$92.5K ﹤0.01% 4680
2018
Q1 		$372K Buy
7,400
+6,200
+517% +$304K ﹤0.01% 4392
2017
Q4 		$62K Buy
+1,200
New +$60.5K ﹤0.01% 5682
2017
Q1 		– Sell
-400
Closed -$18K – 7873
2016
Q4 		$18K Sell
400
-100
-20% -$4.17K ﹤0.01% 6582
2016
Q3 		$21K Buy
+500
New +$22K ﹤0.01% 6261
2016
Q2 		– Sell
-400
Closed -$19K – 7910
2016
Q1 		$19K Buy
+400
New +$17K ﹤0.01% 6248
2015
Q4 		– Sell
-200
Closed -$8K – 8518
2015
Q3 		$8K Buy
+200
New +$8.16K ﹤0.01% 7413

Other funds holding PEG

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group's PEG Position: Q3 2026 in Review

UBS Group increased its Public Service Enterprise Group (PEG) stake by 15% in Q3 2026, buying an estimated $17.1M and bringing the position to 1,789,027 shares worth $120M. The position accounts for 0.02% of the portfolio, ranked #979.

UBS Group first reported a position in PEG in Q4 2014 and has held it in 48 quarters since. The position peaked at $202M in Q4 2024. 936 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

  • UBS Group held 1,789,027 shares of Public Service Enterprise Group worth $120M as of Q3 2026.
  • UBS Group bought 228,462 Public Service Enterprise Group shares in Q3 2026, an estimated $17.1M.
  • Public Service Enterprise Group made up 0.02% of UBS Group's portfolio in Q3 2026, its #979 holding.
  • UBS Group first reported a position in Public Service Enterprise Group in Q4 2014 and has held it in 48 quarters since.
  • UBS Group's Public Service Enterprise Group position peaked at $202M in Q4 2024.
  • 936 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

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