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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group's PNW Position: Q2 2026 in Review

UBS Group reduced its Pinnacle West Capital (PNW) stake by 4.1% in Q2 2026, selling an estimated $4.09M and leaving 925,868 shares worth $99.1M. The position accounts for 0.01% of the portfolio, ranked #1130.

UBS Group first reported a position in PNW in Q4 2014 and has held it in 47 quarters since. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

UBS Group held 925,868 shares of Pinnacle West Capital worth $99.1M as of Q2 2026.
UBS Group sold 40,041 Pinnacle West Capital shares in Q2 2026, an estimated $4.09M.
Pinnacle West Capital made up 0.01% of UBS Group's portfolio in Q2 2026, its #1130 holding.
UBS Group first reported a position in Pinnacle West Capital in Q4 2014 and has held it in 47 quarters since.
730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.