UBS Group
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UBS Group’s Pultegroup PHM Stock Holding History

UBS Group’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,600
Closed -$539K – 11004
2025
Q4 		$539K Hold
4,600
– – ﹤0.01% 6034
2025
Q3 		$608K Hold
4,600
– – ﹤0.01% 5942
2025
Q2 		$485K Buy
+4,600
New +$463K ﹤0.01% 6034
2025
Q1 		– Sell
-349,700
Closed -$38.1M – 10596
2024
Q4 		$38.1M Hold
349,700
– – 0.01% 1698
2024
Q3 		$50.2M Hold
349,700
– – 0.01% 1145
2024
Q2 		$38.5M Sell
349,700
-10,000
-3% -$1.14M 0.01% 1211
2024
Q1 		$43.4M Buy
359,700
+10,000
+3% +$1.07M 0.01% 1131
2023
Q4 		$36.1M Sell
349,700
-65,700
-16% -$5.58M 0.01% 1182
2023
Q3 		$30.8M Buy
415,400
+48,700
+13% +$3.88M 0.01% 1159
2023
Q2 		$28.5M Buy
366,700
+51,700
+16% +$3.5M 0.01% 1184
2023
Q1 		$18.4M Buy
+315,000
New +$17M 0.01% 1464
2022
Q2 		– Sell
-346,400
Closed -$14.5M – 10769
2022
Q1 		$14.5M Sell
346,400
-216,100
-38% -$10.7M ﹤0.01% 1665
2021
Q4 		$32.2M Buy
562,500
+12,500
+2% +$641K 0.01% 1244
2021
Q3 		$25.3M Buy
550,000
+360,000
+189% +$18.7M 0.01% 1320
2021
Q2 		$10.4M Sell
190,000
-112,000
-37% -$6.26M ﹤0.01% 1999
2021
Q1 		$15.8M Sell
302,000
-46,100
-13% -$2.15M 0.01% 1597
2020
Q4 		$15M Buy
+348,100
New +$15.4M 0.01% 1542
2017
Q4 		– Sell
-300
Closed -$8K – 8030
2017
Q3 		$8K Buy
+300
New +$7.59K ﹤0.01% 6999
2016
Q1 		– Sell
-250,000
Closed -$4.46M – 8032
2015
Q4 		$4.46M Hold
250,000
– – ﹤0.01% 2064
2015
Q3 		$4.72M Hold
250,000
– – ﹤0.01% 1971
2015
Q2 		$5.04M Sell
250,000
-20,500
-8% -$416K ﹤0.01% 2064
2015
Q1 		$6.01M Sell
270,500
-120,100
-31% -$2.62M ﹤0.01% 1910
2014
Q4 		$8.38M Buy
+390,600
New +$7.79M 0.01% 1640

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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.