UBS Group’s Polaris PII Stock Holding History

UBS Group’s Portfolio PII Stock Details PII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.58M	Sell	47,300 -31,800	-40%	-$1.99M	﹤0.01%	4735
2025 Q4	$5M	Sell	79,100 -651,800	-89%	-$42.9M	﹤0.01%	4029
2025 Q3	$42.5M	Buy	730,900 +49,500	+7%	+$2.67M	0.01%	1796
2025 Q2	$27.7M	Buy	+681,400	New	+$25.7M	﹤0.01%	2046
2024 Q1	–	Sell	-90,000	Closed	-$8.53M	–	9854
2023 Q4	$8.53M	Buy	+90,000	New	+$8.24M	﹤0.01%	2234
2022 Q2	–	Sell	-120,000	Closed	-$12.6M	–	10770
2022 Q1	$12.6M	Buy	+120,000	New	+$13.7M	﹤0.01%	1757
2016 Q1	–	Sell	-200	Closed	-$17K	–	8033
2015 Q4	$17K	Hold	200	–	–	﹤0.01%	6907
2015 Q3	$24K	Sell	200 -100	-33%	-$13.6K	﹤0.01%	6532
2015 Q2	$44K	Sell	300 -200	-40%	-$28.8K	﹤0.01%	6108
2015 Q1	$71K	Sell	500 -300	-38%	-$44.2K	﹤0.01%	5716
2014 Q4	$121K	Buy	+800	New	+$120K	﹤0.01%	5507

Other funds holding PII

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group's PII Position: Q1 2026 in Review

UBS Group reduced its Polaris (PII) stake by 45% in Q1 2026, selling an estimated $52.7M and leaving 1,040,501 shares worth $56.7M. The position accounts for 0.01% of the portfolio, ranked #1524.

UBS Group first reported a position in PII in Q4 2014 and has held it in 46 quarters since. The position peaked at $119M in Q4 2025. 445 funds tracked by Wall St. Rank hold PII as of Q1 2026.

UBS Group held 1,040,501 shares of Polaris worth $56.7M as of Q1 2026.
UBS Group sold 841,268 Polaris shares in Q1 2026, an estimated $52.7M.
Polaris made up 0.01% of UBS Group's portfolio in Q1 2026, its #1524 holding.
UBS Group first reported a position in Polaris in Q4 2014 and has held it in 46 quarters since.
UBS Group's Polaris position peaked at $119M in Q4 2025.
445 funds tracked by Wall St. Rank held Polaris as of Q1 2026.

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