UBS Group
PPBI

UBS Group’s Pacific Premier Bancorp PPBI Stock Holding History

UBS Group’s Portfolio PPBI Stock Details PPBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-358,499
Closed -$7.56M – 10793
2025
Q2 		$7.56M Sell
358,499
-394,139
-52% -$8.19M ﹤0.01% 3412
2025
Q1 		$16M Sell
752,638
-197,953
-21% -$4.72M ﹤0.01% 2564
2024
Q4 		$23.7M Buy
950,591
+855,200
+897% +$22.7M ﹤0.01% 2156
2024
Q3 		$2.4M Sell
95,391
-19,059
-17% -$476K ﹤0.01% 3825
2024
Q2 		$2.63M Sell
114,450
-50,442
-31% -$1.12M ﹤0.01% 3478
2024
Q1 		$3.96M Buy
164,892
+53,122
+48% +$1.33M ﹤0.01% 3217
2023
Q4 		$3.25M Buy
111,770
+104,137
+1,364% +$2.42M ﹤0.01% 3263
2023
Q3 		$166K Sell
7,633
-37,745
-83% -$869K ﹤0.01% 5491
2023
Q2 		$938K Sell
45,378
-6,163
-12% -$128K ﹤0.01% 4314
2023
Q1 		$1.24M Buy
51,541
+12,837
+33% +$388K ﹤0.01% 3912
2022
Q4 		$1.22M Buy
38,704
+12,008
+45% +$413K ﹤0.01% 3887
2022
Q3 		$826K Buy
26,696
+24,135
+942% +$786K ﹤0.01% 3913
2022
Q2 		$75K Sell
2,561
-51,894
-95% -$1.66M ﹤0.01% 5632
2022
Q1 		$1.93M Sell
54,455
-20,847
-28% -$809K ﹤0.01% 3461
2021
Q4 		$3.01M Buy
75,302
+25,760
+52% +$1.07M ﹤0.01% 3351
2021
Q3 		$2.05M Sell
49,542
-52,222
-51% -$2.05M ﹤0.01% 3549
2021
Q2 		$4.3M Buy
101,764
+20,351
+25% +$903K ﹤0.01% 2851
2021
Q1 		$3.54M Sell
81,413
-12,319
-13% -$480K ﹤0.01% 2970
2020
Q4 		$2.94M Buy
93,732
+48,298
+106% +$1.34M ﹤0.01% 3007
2020
Q3 		$915K Sell
45,434
-1,192
-3% -$25.3K ﹤0.01% 3708
2020
Q2 		$1.01M Buy
46,626
+45,985
+7,174% +$922K ﹤0.01% 3498
2020
Q1 		$12K Sell
641
-47,851
-99% -$1.27M ﹤0.01% 6825
2019
Q4 		$1.58M Buy
48,492
+45,607
+1,581% +$1.49M ﹤0.01% 3783
2019
Q3 		$90K Sell
2,885
-1,525
-35% -$46.3K ﹤0.01% 5828
2019
Q2 		$136K Buy
4,410
+3,599
+444% +$106K ﹤0.01% 5171
2019
Q1 		$22K Sell
811
-17,800
-96% -$508K ﹤0.01% 6231
2018
Q4 		$475K Buy
18,611
+1,710
+10% +$51.6K ﹤0.01% 4314
2018
Q3 		$629K Buy
16,901
+12,043
+248% +$460K ﹤0.01% 4240
2018
Q2 		$185K Sell
4,858
-290
-6% -$11.8K ﹤0.01% 5009
2018
Q1 		$207K Sell
5,148
-789
-13% -$32.9K ﹤0.01% 4762
2017
Q4 		$237K Buy
5,937
+1,248
+27% +$49.1K ﹤0.01% 4797
2017
Q3 		$177K Buy
4,689
+2,902
+162% +$104K ﹤0.01% 4930
2017
Q2 		$66K Sell
1,787
-646
-27% -$23.3K ﹤0.01% 5464
2017
Q1 		$94K Sell
2,433
-3,401
-58% -$131K ﹤0.01% 5110
2016
Q4 		$207K Buy
5,834
+4,978
+582% +$150K ﹤0.01% 4763
2016
Q3 		$23K Sell
856
-176
-17% -$4.55K ﹤0.01% 6192
2016
Q2 		$25K Sell
1,032
-6,892
-87% -$160K ﹤0.01% 6117
2016
Q1 		$169K Buy
7,924
+1,587
+25% +$32.4K ﹤0.01% 4616
2015
Q4 		$135K Buy
6,337
+4,650
+276% +$102K ﹤0.01% 4986
2015
Q3 		$34K Buy
1,687
+193
+13% +$3.67K ﹤0.01% 6177
2015
Q2 		$25K Buy
+1,494
New +$24.1K ﹤0.01% 6663
2015
Q1 		– Sell
-2,738
Closed -$48K – 9230
2014
Q4 		$48K Buy
+2,738
New +$43.3K ﹤0.01% 6529

Other funds holding PPBI

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

UBS Group's PPBI Position: Q3 2025 in Review

UBS Group sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 358,499 shares — an estimated $7.56M sold.

UBS Group first reported a position in PPBI in Q4 2014 and held it in 42 quarters. The position peaked at $23.7M in Q4 2024. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.

  • UBS Group reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 358,499 Pacific Premier Bancorp shares in Q3 2025, an estimated $7.56M.
  • UBS Group first reported a position in Pacific Premier Bancorp in Q4 2014 and held it in 42 quarters.
  • UBS Group's Pacific Premier Bancorp position peaked at $23.7M in Q4 2024.
  • 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.

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