UBS Group
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UBS Group’s Phathom Pharmaceuticals PHAT Stock Holding History

UBS Group’s Portfolio PHAT Stock Details PHAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4M Buy
360,371
+55,988
+18% +$707K ﹤0.01% 4300
2025
Q4 		$5.05M Sell
304,383
-33,977
-10% -$485K ﹤0.01% 4020
2025
Q3 		$3.98M Sell
338,360
-81,113
-19% -$837K ﹤0.01% 4277
2025
Q2 		$4.02M Sell
419,473
-288,105
-41% -$1.59M ﹤0.01% 4096
2025
Q1 		$4.44M Buy
707,578
+241,962
+52% +$1.47M ﹤0.01% 3910
2024
Q4 		$3.78M Buy
465,616
+393,675
+547% +$4.88M ﹤0.01% 4124
2024
Q3 		$1.3M Buy
71,941
+28,855
+67% +$403K ﹤0.01% 4403
2024
Q2 		$444K Sell
43,086
-6,837
-14% -$70.4K ﹤0.01% 5089
2024
Q1 		$530K Buy
49,923
+10,491
+27% +$89.1K ﹤0.01% 5163
2023
Q4 		$360K Buy
39,432
+5,732
+17% +$49.4K ﹤0.01% 5362
2023
Q3 		$349K Buy
33,700
+16,894
+101% +$232K ﹤0.01% 4931
2023
Q2 		$241K Buy
+16,806
New +$194K ﹤0.01% 5361
2023
Q1 		– Sell
-795
Closed -$8.92K – 10187
2022
Q4 		$8.92K Buy
795
+167
+27% +$1.72K ﹤0.01% 8709
2022
Q3 		$7K Buy
+628
New +$5.98K ﹤0.01% 8893
2022
Q1 		– Sell
-1,329
Closed -$26K – 10737
2021
Q4 		$26K Buy
+1,329
New +$31.3K ﹤0.01% 7543
2021
Q3 		– Sell
-699
Closed -$24K – 9945
2021
Q2 		$24K Sell
699
-2,178
-76% -$78K ﹤0.01% 7144
2021
Q1 		$108K Buy
2,877
+220
+8% +$9.21K ﹤0.01% 5904
2020
Q4 		$88K Buy
2,657
+1,283
+93% +$52K ﹤0.01% 5769
2020
Q3 		$50K Sell
1,374
-2,803
-67% -$97.1K ﹤0.01% 5650
2020
Q2 		$137K Sell
4,177
-2,238
-35% -$86K ﹤0.01% 5076
2020
Q1 		$166K Sell
6,415
-7,684
-55% -$257K ﹤0.01% 4869
2019
Q4 		$439K Buy
+14,099
New +$354K ﹤0.01% 4952

Other funds holding PHAT

FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
MVM
Medicxi Ventures Management St. Helier, Jersey $982M AUM 210.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

UBS Group's PHAT Position: Q1 2026 in Review

UBS Group increased its Phathom Pharmaceuticals (PHAT) stake by 18% in Q1 2026, buying an estimated $707K and bringing the position to 360,371 shares worth $4M. The position accounts for ﹤0.01% of the portfolio, ranked #4300.

UBS Group first reported a position in PHAT in Q4 2019 and has held it in 22 quarters since. The position peaked at $5.05M in Q4 2025. 174 funds tracked by Wall St. Rank hold PHAT as of Q1 2026.

  • UBS Group held 360,371 shares of Phathom Pharmaceuticals worth $4M as of Q1 2026.
  • UBS Group bought 55,988 Phathom Pharmaceuticals shares in Q1 2026, an estimated $707K.
  • Phathom Pharmaceuticals made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4300 holding.
  • UBS Group first reported a position in Phathom Pharmaceuticals in Q4 2019 and has held it in 22 quarters since.
  • UBS Group's Phathom Pharmaceuticals position peaked at $5.05M in Q4 2025.
  • 174 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q1 2026.

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