UBS Group
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UBS Group’s Primoris Services PRIM Stock Holding History

UBS Group’s Portfolio PRIM Stock Details PRIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-184,086
Closed -$5.42M – 8036
2017
Q3 		$5.42M Buy
+184,086
New +$4.9M ﹤0.01% 2130

Other funds holding PRIM

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

UBS Group's PRIM Position: Q3 2026 in Review

UBS Group reduced its Primoris Services (PRIM) stake by 25% in Q3 2026, selling an estimated $11.1M and leaving 406,586 shares worth $30.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2208.

UBS Group first reported a position in PRIM in Q4 2014 and has held it in 47 quarters since. The position peaked at $85.7M in Q3 2025. 266 funds tracked by Wall St. Rank hold PRIM as of Q3 2026.

  • UBS Group held 406,586 shares of Primoris Services worth $30.3M as of Q3 2026.
  • UBS Group sold 138,068 Primoris Services shares in Q3 2026, an estimated $11.1M.
  • Primoris Services made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #2208 holding.
  • UBS Group first reported a position in Primoris Services in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Primoris Services position peaked at $85.7M in Q3 2025.
  • 266 funds tracked by Wall St. Rank held Primoris Services as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.