UBS Group
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UBS Group’s Pinnacle West Capital PNW Stock Holding History

UBS Group’s Portfolio PNW Stock Details PNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-25,000
Closed -$1.71M – 9225
2014
Q4 		$1.71M Buy
+25,000
New +$1.55M ﹤0.01% 3051

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group's PNW Position: Q1 2026 in Review

UBS Group increased its Pinnacle West Capital (PNW) stake by 128% in Q1 2026, buying an estimated $52.2M and bringing the position to 965,909 shares worth $97.3M. The position accounts for 0.01% of the portfolio, ranked #1074.

UBS Group first reported a position in PNW in Q4 2014 and has held it in 46 quarters since. 704 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • UBS Group held 965,909 shares of Pinnacle West Capital worth $97.3M as of Q1 2026.
  • UBS Group bought 541,523 Pinnacle West Capital shares in Q1 2026, an estimated $52.2M.
  • Pinnacle West Capital made up 0.01% of UBS Group's portfolio in Q1 2026, its #1074 holding.
  • UBS Group first reported a position in Pinnacle West Capital in Q4 2014 and has held it in 46 quarters since.
  • 704 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

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