UBS Group
PFGC icon

UBS Group’s Performance Food Group PFGC Stock Holding History

UBS Group’s Portfolio PFGC Stock Details PFGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$72.7M Sell
848,914
-472,352
-36% -$43.2M 0.01% 1286
2025
Q4 		$119M Buy
1,321,266
+162,978
+14% +$15.7M 0.02% 906
2025
Q3 		$121M Buy
1,158,288
+823,882
+246% +$82.5M 0.02% 901
2025
Q2 		$29.3M Sell
334,406
-10,426
-3% -$868K 0.01% 1997
2025
Q1 		$27.1M Sell
344,832
-211,214
-38% -$17.6M 0.01% 2054
2024
Q4 		$47M Buy
556,046
+418,397
+304% +$35.3M 0.01% 1519
2024
Q3 		$10.8M Sell
137,649
-37,951
-22% -$2.66M ﹤0.01% 2291
2024
Q2 		$11.6M Buy
175,600
+31,642
+22% +$2.21M ﹤0.01% 2098
2024
Q1 		$10.7M Buy
143,958
+71,087
+98% +$5.23M ﹤0.01% 2208
2023
Q4 		$5.04M Sell
72,871
-6,876
-9% -$423K ﹤0.01% 2780
2023
Q3 		$4.69M Sell
79,747
-21,984
-22% -$1.33M ﹤0.01% 2637
2023
Q2 		$6.13M Buy
101,731
+45,736
+82% +$2.69M ﹤0.01% 2381
2023
Q1 		$3.38M Buy
55,995
+8,762
+19% +$512K ﹤0.01% 2888
2022
Q4 		$2.76M Buy
47,233
+26,357
+126% +$1.44M ﹤0.01% 3062
2022
Q3 		$897K Sell
20,876
-595,657
-97% -$29.4M ﹤0.01% 3840
2022
Q2 		$28.3M Buy
616,533
+565,264
+1,103% +$26.1M 0.01% 1094
2022
Q1 		$2.61M Sell
51,269
-59,868
-54% -$2.93M ﹤0.01% 3174
2021
Q4 		$5.1M Buy
111,137
+61,231
+123% +$2.78M ﹤0.01% 2791
2021
Q3 		$2.32M Buy
49,906
+39,618
+385% +$1.82M ﹤0.01% 3452
2021
Q2 		$499K Sell
10,288
-40,361
-80% -$2.13M ﹤0.01% 4736
2021
Q1 		$2.92M Buy
50,649
+27,427
+118% +$1.45M ﹤0.01% 3170
2020
Q4 		$1.1M Buy
23,222
+3,238
+16% +$136K ﹤0.01% 3936
2020
Q3 		$692K Sell
19,984
-223,054
-92% -$7.17M ﹤0.01% 3919
2020
Q2 		$7.08M Sell
243,038
-74,015
-23% -$1.93M ﹤0.01% 1781
2020
Q1 		$7.84M Buy
317,053
+215,645
+213% +$9.27M ﹤0.01% 1571
2019
Q4 		$5.22M Buy
101,408
+24,015
+31% +$1.1M ﹤0.01% 2566
2019
Q3 		$3.56M Buy
77,393
+18,809
+32% +$836K ﹤0.01% 2705
2019
Q2 		$2.35M Sell
58,584
-25,108
-30% -$1.01M ﹤0.01% 2999
2019
Q1 		$3.32M Buy
83,692
+37,770
+82% +$1.38M ﹤0.01% 2547
2018
Q4 		$1.48M Buy
45,922
+36,375
+381% +$1.15M ﹤0.01% 3324
2018
Q3 		$318K Sell
9,547
-22,976
-71% -$809K ﹤0.01% 4721
2018
Q2 		$1.19M Sell
32,523
-91,462
-74% -$3.09M ﹤0.01% 3625
2018
Q1 		$3.7M Sell
123,985
-9,694
-7% -$311K ﹤0.01% 2586
2017
Q4 		$4.42M Buy
133,679
+120,324
+901% +$3.53M ﹤0.01% 2474
2017
Q3 		$377K Sell
13,355
-674
-5% -$18.8K ﹤0.01% 4431
2017
Q2 		$384K Sell
14,029
-788
-5% -$20.8K ﹤0.01% 4313
2017
Q1 		$353K Buy
14,817
+8,689
+142% +$201K ﹤0.01% 4275
2016
Q4 		$147K Buy
6,128
+4,446
+264% +$106K ﹤0.01% 5006
2016
Q3 		$41K Buy
1,682
+678
+68% +$17.7K ﹤0.01% 5680
2016
Q2 		$27K Buy
1,004
+504
+101% +$12.7K ﹤0.01% 6043
2016
Q1 		$12K Sell
500
-632
-56% -$14.4K ﹤0.01% 6544
2015
Q4 		$27K Buy
+1,132
New +$25.6K ﹤0.01% 6435

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

UBS Group's PFGC Position: Q1 2026 in Review

UBS Group reduced its Performance Food Group (PFGC) stake by 36% in Q1 2026, selling an estimated $43.2M and leaving 848,914 shares worth $72.7M. The position accounts for 0.01% of the portfolio, ranked #1286.

UBS Group first reported a position in PFGC in Q4 2015 and has held it in 42 quarters since. The position peaked at $121M in Q3 2025. 462 funds tracked by Wall St. Rank hold PFGC as of Q1 2026.

  • UBS Group held 848,914 shares of Performance Food Group worth $72.7M as of Q1 2026.
  • UBS Group sold 472,352 Performance Food Group shares in Q1 2026, an estimated $43.2M.
  • Performance Food Group made up 0.01% of UBS Group's portfolio in Q1 2026, its #1286 holding.
  • UBS Group first reported a position in Performance Food Group in Q4 2015 and has held it in 42 quarters since.
  • UBS Group's Performance Food Group position peaked at $121M in Q3 2025.
  • 462 funds tracked by Wall St. Rank held Performance Food Group as of Q1 2026.

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