UBS Group
PEGA icon

UBS Group’s Pegasystems PEGA Stock Holding History

UBS Group’s Portfolio PEGA Stock Details PEGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,600
Closed -$17K – 9218
2014
Q4 		$17K Buy
+1,600
New +$16.4K ﹤0.01% 7887

Other funds holding PEGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

UBS Group's PEGA Position: Q2 2026 in Review

UBS Group reduced its Pegasystems (PEGA) stake by 64% in Q2 2026, selling an estimated $29.2M and leaving 466,933 shares worth $14M. The position accounts for ﹤0.01% of the portfolio, ranked #3071.

UBS Group first reported a position in PEGA in Q4 2014 and has held it in 47 quarters since. The position peaked at $110M in Q4 2025. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • UBS Group held 466,933 shares of Pegasystems worth $14M as of Q2 2026.
  • UBS Group sold 817,086 Pegasystems shares in Q2 2026, an estimated $29.2M.
  • Pegasystems made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3071 holding.
  • UBS Group first reported a position in Pegasystems in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Pegasystems position peaked at $110M in Q4 2025.
  • 436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

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