UBS Group
PHM icon

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
Q2 		$1.37M Buy
+10,000
New +$1.21M ﹤0.01% 5447
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 $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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.