UBS Group
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UBS Group’s Peoples Financial Services PFIS Stock Holding History

UBS Group’s Portfolio PFIS Stock Details PFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$226K Sell
4,237
-2,782
-40% -$147K ﹤0.01% 6567
2025
Q4 		$342K Sell
7,019
-982
-12% -$47.5K ﹤0.01% 6281
2025
Q3 		$389K Sell
8,001
-3,061
-28% -$156K ﹤0.01% 6264
2025
Q2 		$546K Sell
11,062
-2,889
-21% -$134K ﹤0.01% 5934
2025
Q1 		$620K Buy
13,951
+6,329
+83% +$309K ﹤0.01% 5688
2024
Q4 		$390K Buy
7,622
+3,147
+70% +$160K ﹤0.01% 6015
2024
Q3 		$210K Buy
4,475
+1,557
+53% +$71.6K ﹤0.01% 5841
2024
Q2 		$133K Sell
2,918
-3,987
-58% -$156K ﹤0.01% 5964
2024
Q1 		$298K Sell
6,905
-736
-10% -$31.6K ﹤0.01% 5576
2023
Q4 		$372K Buy
7,641
+3,679
+93% +$158K ﹤0.01% 5333
2023
Q3 		$159K Sell
3,962
-151
-4% -$6.78K ﹤0.01% 5525
2023
Q2 		$180K Buy
4,113
+1,559
+61% +$63.5K ﹤0.01% 5557
2023
Q1 		$111K Sell
2,554
-558
-18% -$27.4K ﹤0.01% 5837
2022
Q4 		$161K Buy
3,112
+3,012
+3,012% +$160K ﹤0.01% 5652
2022
Q3 		$5K Sell
100
-286
-74% -$14.8K ﹤0.01% 9212
2022
Q2 		$22K Sell
386
-192
-33% -$9.77K ﹤0.01% 6770
2022
Q1 		$29K Sell
578
-2,076
-78% -$104K ﹤0.01% 7035
2021
Q4 		$140K Buy
2,654
+2,433
+1,101% +$117K ﹤0.01% 5985
2021
Q3 		$11K Buy
221
+121
+121% +$5.38K ﹤0.01% 7900
2021
Q2 		$4K Sell
100
-1,388
-93% -$59.7K ﹤0.01% 8685
2021
Q1 		$63K Buy
1,488
+327
+28% +$13.5K ﹤0.01% 6330
2020
Q4 		$43K Buy
1,161
+1,061
+1,061% +$40.2K ﹤0.01% 6318
2020
Q3 		$3K Sell
100
-2,171
-96% -$79.5K ﹤0.01% 7551
2020
Q2 		$87K Sell
2,271
-2,488
-52% -$86.3K ﹤0.01% 5408
2020
Q1 		$189K Sell
4,759
-4,203
-47% -$191K ﹤0.01% 4766
2019
Q4 		$451K Buy
8,962
+3,615
+68% +$177K ﹤0.01% 4928
2019
Q3 		$243K Buy
5,347
+3,415
+177% +$153K ﹤0.01% 5091
2019
Q2 		$87K Buy
1,932
+1,293
+202% +$56.5K ﹤0.01% 5474
2019
Q1 		$29K Sell
639
-2,959
-82% -$129K ﹤0.01% 5976
2018
Q4 		$159K Buy
3,598
+459
+15% +$19.5K ﹤0.01% 5136
2018
Q3 		$133K Buy
3,139
+1,986
+172% +$90.6K ﹤0.01% 5343
2018
Q2 		$54K Buy
1,153
+370
+47% +$17.5K ﹤0.01% 5908
2018
Q1 		$36K Sell
783
-62
-7% -$2.77K ﹤0.01% 5954
2017
Q4 		$39K Sell
845
-427
-34% -$20.1K ﹤0.01% 6041
2017
Q3 		$61K Buy
1,272
+565
+80% +$24.2K ﹤0.01% 5650
2017
Q2 		$31K Sell
707
-533
-43% -$22.6K ﹤0.01% 5996
2017
Q1 		$52K Sell
1,240
-2,360
-66% -$103K ﹤0.01% 5498
2016
Q4 		$175K Buy
3,600
+1,889
+110% +$81.9K ﹤0.01% 4898
2016
Q3 		$70K Sell
1,711
-161
-9% -$6.35K ﹤0.01% 5244
2016
Q2 		$73K Buy
1,872
+117
+7% +$4.44K ﹤0.01% 5244
2016
Q1 		$66K Buy
1,755
+63
+4% +$2.28K ﹤0.01% 5280
2015
Q4 		$64K Sell
1,692
-549
-24% -$21.5K ﹤0.01% 5596
2015
Q3 		$79K Buy
2,241
+469
+26% +$17.6K ﹤0.01% 5425
2015
Q2 		$70K Buy
1,772
+24
+1% +$965 ﹤0.01% 5698
2015
Q1 		$79K Sell
1,748
-687
-28% -$30K ﹤0.01% 5618
2014
Q4 		$121K Buy
+2,435
New +$119K ﹤0.01% 5506

Other funds holding PFIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

UBS Group's PFIS Position: Q1 2026 in Review

UBS Group reduced its Peoples Financial Services (PFIS) stake by 40% in Q1 2026, selling an estimated $147K and leaving 4,237 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #6567.

UBS Group first reported a position in PFIS in Q4 2014 and has held it in 46 quarters since. The position peaked at $620K in Q1 2025. 114 funds tracked by Wall St. Rank hold PFIS as of Q1 2026.

  • UBS Group held 4,237 shares of Peoples Financial Services worth $226K as of Q1 2026.
  • UBS Group sold 2,782 Peoples Financial Services shares in Q1 2026, an estimated $147K.
  • Peoples Financial Services made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6567 holding.
  • UBS Group first reported a position in Peoples Financial Services in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Peoples Financial Services position peaked at $620K in Q1 2025.
  • 114 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2026.

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