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
Q3 		$1.07M Sell
9,200
-800
-8% -$101K ﹤0.01% 5599
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

UBS Group's PHM Position: Q3 2026 in Review

UBS Group increased its Pultegroup (PHM) stake by 23% in Q3 2026, buying an estimated $19.5M and bringing the position to 836,565 shares worth $97.1M. The position accounts for 0.01% of the portfolio, ranked #1118.

UBS Group first reported a position in PHM in Q4 2014 and has held it in 48 quarters since. The position peaked at $178M in Q3 2025. 616 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • UBS Group held 836,565 shares of Pultegroup worth $97.1M as of Q3 2026.
  • UBS Group bought 154,864 Pultegroup shares in Q3 2026, an estimated $19.5M.
  • Pultegroup made up 0.01% of UBS Group's portfolio in Q3 2026, its #1118 holding.
  • UBS Group first reported a position in Pultegroup in Q4 2014 and has held it in 48 quarters since.
  • UBS Group's Pultegroup position peaked at $178M in Q3 2025.
  • 616 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.