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
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

UBS Group's PHM Position: Q1 2026 in Review

UBS Group increased its Pultegroup (PHM) stake by 40% in Q1 2026, buying an estimated $38.9M and bringing the position to 1,069,670 shares worth $126M. The position accounts for 0.02% of the portfolio, ranked #880.

UBS Group first reported a position in PHM in Q4 2014 and has held it in 46 quarters since. The position peaked at $178M in Q3 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • UBS Group held 1,069,670 shares of Pultegroup worth $126M as of Q1 2026.
  • UBS Group bought 303,564 Pultegroup shares in Q1 2026, an estimated $38.9M.
  • Pultegroup made up 0.02% of UBS Group's portfolio in Q1 2026, its #880 holding.
  • UBS Group first reported a position in Pultegroup in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Pultegroup position peaked at $178M in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

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