UBS Group’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.35M | Sell |
39,000
-11,000
| -22% | -$1.34M | ﹤0.01% | 4103 |
|
|
2026
Q1 | $5.88M | Sell |
50,000
-76,000
| -60% | -$9.73M | ﹤0.01% | 3896 |
|
|
2025
Q4 | $14.8M | Sell |
126,000
-14,800
| -11% | -$1.82M | ﹤0.01% | 2893 |
|
|
2025
Q3 | $18.6M | Buy |
140,800
+45,000
| +47% | +$5.59M | ﹤0.01% | 2649 |
|
|
2025
Q2 | $10.1M | Buy |
+95,800
| New | +$9.65M | ﹤0.01% | 3071 |
|
|
2025
Q1 | – | Sell |
-49,700
| Closed | -$5.41M | – | 10595 |
|
|
2024
Q4 | $5.41M | Hold |
49,700
| – | – | ﹤0.01% | 3756 |
|
|
2024
Q3 | $7.13M | Hold |
49,700
| – | – | ﹤0.01% | 2717 |
|
|
2024
Q2 | $5.47M | Sell |
49,700
-10,000
| -17% | -$1.14M | ﹤0.01% | 2787 |
|
|
2024
Q1 | $7.2M | Buy |
59,700
+10,000
| +20% | +$1.07M | ﹤0.01% | 2579 |
|
|
2023
Q4 | $5.13M | Hold |
49,700
| – | – | ﹤0.01% | 2763 |
|
|
2023
Q3 | $3.68M | Buy |
+49,700
| New | +$3.96M | ﹤0.01% | 2871 |
|
|
2022
Q3 | – | Sell |
-20,000
| Closed | -$793K | – | 10780 |
|
|
2022
Q2 | $793K | Sell |
20,000
-102,600
| -84% | -$4.32M | ﹤0.01% | 3912 |
|
|
2022
Q1 | $5.14M | Sell |
122,600
-251,800
| -67% | -$12.5M | ﹤0.01% | 2509 |
|
|
2021
Q4 | $21.4M | Sell |
374,400
-287,400
| -43% | -$14.7M | 0.01% | 1527 |
|
|
2021
Q3 | $30.4M | Sell |
661,800
-83,700
| -11% | -$4.35M | 0.01% | 1168 |
|
|
2021
Q2 | $40.7M | Buy |
745,500
+705,700
| +1,773% | +$39.5M | 0.01% | 975 |
|
|
2021
Q1 | $2.09M | Buy |
39,800
+29,800
| +298% | +$1.39M | ﹤0.01% | 3524 |
|
|
2020
Q4 | $431K | Buy |
+10,000
| New | +$443K | ﹤0.01% | 4712 |
|
|
2019
Q2 | – | Sell |
-42,700
| Closed | -$1.19M | – | 8082 |
|
|
2019
Q1 | $1.19M | Sell |
42,700
-66,000
| -61% | -$1.8M | ﹤0.01% | 3437 |
|
|
2018
Q4 | $2.83M | Buy |
108,700
+10,600
| +11% | +$262K | ﹤0.01% | 2682 |
|
|
2018
Q3 | $2.43M | Buy |
98,100
+14,200
| +17% | +$402K | ﹤0.01% | 3045 |
|
|
2018
Q2 | $2.41M | Buy |
+83,900
| New | +$2.52M | ﹤0.01% | 2996 |
|
|
2018
Q1 | – | Sell |
-2,400
| Closed | -$80K | – | 8080 |
|
|
2017
Q4 | $80K | Buy |
+2,400
| New | +$74.5K | ﹤0.01% | 5516 |
|
|
2017
Q1 | – | Sell |
-52,500
| Closed | -$965K | – | 7881 |
|
|
2016
Q4 | $965K | Sell |
52,500
-2,500
| -5% | -$47.5K | ﹤0.01% | 3567 |
|
|
2016
Q3 | $1.1M | Buy |
+55,000
| New | +$1.14M | ﹤0.01% | 3346 |
|
|
2016
Q1 | – | Sell |
-233,300
| Closed | -$4.16M | – | 8031 |
|
|
2015
Q4 | $4.16M | Buy |
233,300
+199,000
| +580% | +$3.71M | ﹤0.01% | 2126 |
|
|
2015
Q3 | $647K | Sell |
34,300
-327,001
| -91% | -$6.65M | ﹤0.01% | 3696 |
|
|
2015
Q2 | $7.28M | Buy |
361,301
+38,901
| +12% | +$789K | ﹤0.01% | 1740 |
|
|
2015
Q1 | $7.17M | Sell |
322,400
-571,900
| -64% | -$12.5M | ﹤0.01% | 1744 |
|
|
2014
Q4 | $19.2M | Buy |
+894,300
| New | +$17.8M | 0.01% | 1012 |
|
Other funds holding PHM
GA
UBS Group's PHM Position: Q2 2026 in Review
UBS Group reduced its Pultegroup (PHM) stake by 36% in Q2 2026, selling an estimated $47.1M and leaving 681,701 shares worth $93.5M. The position accounts for 0.01% of the portfolio, ranked #1169.
UBS Group first reported a position in PHM in Q4 2014 and has held it in 47 quarters since. The position peaked at $178M in Q3 2025. 1,043 funds tracked by Wall St. Rank hold PHM as of Q2 2026.
- UBS Group held 681,701 shares of Pultegroup worth $93.5M as of Q2 2026.
- UBS Group sold 387,969 Pultegroup shares in Q2 2026, an estimated $47.1M.
- Pultegroup made up 0.01% of UBS Group's portfolio in Q2 2026, its #1169 holding.
- UBS Group first reported a position in Pultegroup in Q4 2014 and has held it in 47 quarters since.
- UBS Group's Pultegroup position peaked at $178M in Q3 2025.
- 1,043 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.