UBS Group’s Piedmont Lithium PLL Stock Holding History

UBS Group’s Portfolio PLL Stock Details PLL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-80,000	Closed	-$699K	–	10602
2024 Q4	$699K	Buy	+80,000	New	+$939K	﹤0.01%	5611
2023 Q4	–	Sell	-91,800	Closed	-$3.64M	–	9762
2023 Q3	$3.64M	Sell	91,800 -10,600	-10%	-$515K	﹤0.01%	2879
2023 Q2	$5.91M	Buy	102,400 +10,000	+11%	+$572K	﹤0.01%	2421
2023 Q1	$5.55M	Buy	+92,400	New	+$5.61M	﹤0.01%	2412
2022 Q2	–	Sell	-81,600	Closed	-$5.96M	–	10774
2022 Q1	$5.96M	Hold	81,600	–	–	﹤0.01%	2370
2021 Q4	$4.28M	Buy	+81,600	New	+$4.78M	﹤0.01%	2989

Other funds holding PLL

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group's PLL Position: Q3 2025 in Review

UBS Group sold out of Piedmont Lithium (PLL) in Q3 2025, closing a stake of 252,259 shares — an estimated $1.47M sold.

UBS Group first reported a position in PLL in Q2 2021 and held it in 17 quarters. The position peaked at $2.5M in Q3 2023. 1 fund tracked by Wall St. Rank holds PLL as of Q3 2025.

UBS Group reported no remaining Piedmont Lithium position as of Q3 2025 after selling out during the quarter.
UBS Group sold 252,259 Piedmont Lithium shares in Q3 2025, an estimated $1.47M.
UBS Group first reported a position in Piedmont Lithium in Q2 2021 and held it in 17 quarters.
UBS Group's Piedmont Lithium position peaked at $2.5M in Q3 2023.
1 fund tracked by Wall St. Rank held Piedmont Lithium as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.