UBS Group
PIM

UBS Group’s Franklin Master Intermediate Income Trust PIM Stock Holding History

UBS Group’s Portfolio PIM Stock Details PIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$86.3K Buy
26,380
+3,196
+14% +$10.5K ﹤0.01% 7069
2025
Q4 		$77.4K Sell
23,184
-2,400
-9% -$8.01K ﹤0.01% 7024
2025
Q3 		$88K Buy
25,584
+215
+0.8% +$725 ﹤0.01% 7214
2025
Q2 		$85K Hold
25,369
– – ﹤0.01% 7366
2025
Q1 		$84.2K Sell
25,369
-15,219
-37% -$50.2K ﹤0.01% 7179
2024
Q4 		$132K Buy
40,588
+7,700
+23% +$25.4K ﹤0.01% 6700
2024
Q3 		$111K Sell
32,888
-3,094
-9% -$10.3K ﹤0.01% 6275
2024
Q2 		$116K Sell
35,982
-2,600
-7% -$8.22K ﹤0.01% 6076
2024
Q1 		$123K Buy
38,582
+2,955
+8% +$9.47K ﹤0.01% 6126
2023
Q4 		$114K Sell
35,627
-3,227
-8% -$9.87K ﹤0.01% 6102
2023
Q3 		$117K Sell
38,854
-3,586
-8% -$11.3K ﹤0.01% 5728
2023
Q2 		$134K Sell
42,440
-8,169
-16% -$25.8K ﹤0.01% 5783
2023
Q1 		$161K Sell
50,609
-15,309
-23% -$49.8K ﹤0.01% 5559
2022
Q4 		$211K Sell
65,918
-22,752
-26% -$74.8K ﹤0.01% 5407
2022
Q3 		$288K Buy
88,670
+19,570
+28% +$67.1K ﹤0.01% 4808
2022
Q2 		$236K Buy
69,100
+92
+0.1% +$319 ﹤0.01% 4782
2022
Q1 		$247K Sell
69,008
-11,826
-15% -$42.9K ﹤0.01% 5196
2021
Q4 		$319K Buy
80,834
+9,988
+14% +$39.7K ﹤0.01% 5324
2021
Q3 		$288K Sell
70,846
-9,889
-12% -$40.8K ﹤0.01% 5069
2021
Q2 		$339K Sell
80,735
-13,654
-14% -$57.8K ﹤0.01% 5000
2021
Q1 		$407K Sell
94,389
-8,521
-8% -$35.9K ﹤0.01% 5026
2020
Q4 		$435K Buy
102,910
+1,808
+2% +$7.47K ﹤0.01% 4703
2020
Q3 		$415K Sell
101,102
-41,825
-29% -$174K ﹤0.01% 4331
2020
Q2 		$584K Sell
142,927
-8,721
-6% -$37K ﹤0.01% 4007
2020
Q1 		$619K Buy
151,648
+2,665
+2% +$12.1K ﹤0.01% 3773
2019
Q4 		$707K Buy
148,983
+10,748
+8% +$50.5K ﹤0.01% 4528
2019
Q3 		$635K Buy
138,235
+1,403
+1% +$6.44K ﹤0.01% 4352
2019
Q2 		$628K Sell
136,832
-7,882
-5% -$35.8K ﹤0.01% 4126
2019
Q1 		$657K Sell
144,714
-84,197
-37% -$374K ﹤0.01% 3869
2018
Q4 		$973K Sell
228,911
-35,067
-13% -$154K ﹤0.01% 3713
2018
Q3 		$1.19M Sell
263,978
-3,639
-1% -$16.7K ﹤0.01% 3681
2018
Q2 		$1.25M Sell
267,617
-32,414
-11% -$153K ﹤0.01% 3591
2018
Q1 		$1.41M Sell
300,031
-53,816
-15% -$256K ﹤0.01% 3419
2017
Q4 		$1.69M Sell
353,847
-125,411
-26% -$595K ﹤0.01% 3336
2017
Q3 		$2.27M Sell
479,258
-40,514
-8% -$192K ﹤0.01% 3017
2017
Q2 		$2.43M Buy
519,772
+11,989
+2% +$57.1K ﹤0.01% 2831
2017
Q1 		$2.38M Buy
507,783
+17,546
+4% +$82K ﹤0.01% 2781
2016
Q4 		$2.26M Buy
490,237
+29,325
+6% +$130K ﹤0.01% 2812
2016
Q3 		$2.04M Sell
460,912
-75,462
-14% -$335K ﹤0.01% 2826
2016
Q2 		$2.32M Sell
536,374
-1,890
-0.4% -$8.28K ﹤0.01% 2646
2016
Q1 		$2.37M Buy
538,264
+27,398
+5% +$117K ﹤0.01% 2530
2015
Q4 		$2.33M Sell
510,866
-41,240
-7% -$188K ﹤0.01% 2657
2015
Q3 		$2.49M Buy
552,106
+25,317
+5% +$117K ﹤0.01% 2541
2015
Q2 		$2.49M Buy
526,789
+39,401
+8% +$190K ﹤0.01% 2773
2015
Q1 		$2.39M Buy
487,388
+34,391
+8% +$166K ﹤0.01% 2772
2014
Q4 		$2.18M Buy
+452,997
New +$2.25M ﹤0.01% 2828

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group's PIM Position: Q1 2026 in Review

UBS Group increased its Franklin Master Intermediate Income Trust (PIM) stake by 14% in Q1 2026, buying an estimated $10.5K and bringing the position to 26,380 shares worth $86.3K. The position accounts for ﹤0.01% of the portfolio, ranked #7069.

UBS Group first reported a position in PIM in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.49M in Q3 2015. 59 funds tracked by Wall St. Rank hold PIM as of Q1 2026.

  • UBS Group held 26,380 shares of Franklin Master Intermediate Income Trust worth $86.3K as of Q1 2026.
  • UBS Group bought 3,196 Franklin Master Intermediate Income Trust shares in Q1 2026, an estimated $10.5K.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7069 holding.
  • UBS Group first reported a position in Franklin Master Intermediate Income Trust in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Franklin Master Intermediate Income Trust position peaked at $2.49M in Q3 2015.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2026.

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