UBS Group
PRM icon

UBS Group’s Perimeter Group Inc. PRM Stock Holding History

UBS Group’s Portfolio PRM Stock Details PRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.99M Sell
252,121
-17,737
-7% -$554K ﹤0.01% 3563
2026
Q1 		$6.59M Sell
269,858
-69,749
-21% -$1.78M ﹤0.01% 3773
2025
Q4 		$9.35M Sell
339,607
-227,715
-40% -$5.75M ﹤0.01% 3356
2025
Q3 		$12.7M Sell
567,322
-220,391
-28% -$4.18M ﹤0.01% 3033
2025
Q2 		$11M Buy
787,713
+400,769
+104% +$4.63M ﹤0.01% 2990
2025
Q1 		$3.9M Buy
386,944
+191,322
+98% +$2.15M ﹤0.01% 4036
2024
Q4 		$2.5M Buy
195,622
+105,056
+116% +$1.37M ﹤0.01% 4512
2024
Q3 		$1.22M Buy
90,566
+17,145
+23% +$178K ﹤0.01% 4479
2024
Q2 		$575K Sell
73,421
-97,497
-57% -$729K ﹤0.01% 4903
2024
Q1 		$1.27M Buy
170,918
+100,235
+142% +$539K ﹤0.01% 4397
2023
Q4 		$325K Buy
70,683
+70,209
+14,812% +$270K ﹤0.01% 5441
2023
Q3 		$2.15K Sell
474
-26,262
-98% -$146K ﹤0.01% 7756
2023
Q2 		$164K Buy
26,736
+26,129
+4,305% +$175K ﹤0.01% 5615
2023
Q1 		$4.9K Sell
607
-12,232
-95% -$105K ﹤0.01% 8124
2022
Q4 		$117K Buy
12,839
+156
+1% +$1.37K ﹤0.01% 5949
2022
Q3 		$101K Buy
12,683
+8,029
+173% +$82.8K ﹤0.01% 5698
2022
Q2 		$50K Sell
4,654
-410,172
-99% -$4.37M ﹤0.01% 5911
2022
Q1 		$5.02M Sell
414,826
-348,079
-46% -$4.37M ﹤0.01% 2532
2021
Q4 		$10.6M Buy
+762,905
New +$9.6M ﹤0.01% 2092

Other funds holding PRM

WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Jupiter Topco
Jupiter Topco New York $245B AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DF Dent & Co
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

UBS Group's PRM Position: Q2 2026 in Review

UBS Group reduced its Perimeter Group Inc. (PRM) stake by 6.6% in Q2 2026, selling an estimated $554K and leaving 252,121 shares worth $8.99M. The position accounts for ﹤0.01% of the portfolio, ranked #3563.

UBS Group first reported a position in PRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.7M in Q3 2025. 314 funds tracked by Wall St. Rank hold PRM as of Q2 2026.

  • UBS Group held 252,121 shares of Perimeter Group Inc. worth $8.99M as of Q2 2026.
  • UBS Group sold 17,737 Perimeter Group Inc. shares in Q2 2026, an estimated $554K.
  • Perimeter Group Inc. made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3563 holding.
  • UBS Group first reported a position in Perimeter Group Inc. in Q4 2021 and has held it in 19 quarters since.
  • UBS Group's Perimeter Group Inc. position peaked at $12.7M in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Perimeter Group Inc. as of Q2 2026.

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