UBS Group
PTC icon

UBS Group’s PTC PTC Stock Holding History

UBS Group’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-161,900
Closed -$11M – 8338
2019
Q3 		$11M Buy
+161,900
New +$11.8M ﹤0.01% 1691
2018
Q3 		– Sell
-12,200
Closed -$1.14M – 8200
2018
Q2 		$1.14M Buy
+12,200
New +$1.05M ﹤0.01% 3668

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group's PTC Position: Q1 2026 in Review

UBS Group increased its PTC (PTC) stake by 102% in Q1 2026, buying an estimated $49.3M and bringing the position to 616,362 shares worth $87.8M. The position accounts for 0.01% of the portfolio, ranked #1149.

UBS Group first reported a position in PTC in Q4 2014 and has held it in 46 quarters since. The position peaked at $100M in Q4 2024. 692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • UBS Group held 616,362 shares of PTC worth $87.8M as of Q1 2026.
  • UBS Group bought 311,946 PTC shares in Q1 2026, an estimated $49.3M.
  • PTC made up 0.01% of UBS Group's portfolio in Q1 2026, its #1149 holding.
  • UBS Group first reported a position in PTC in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's PTC position peaked at $100M in Q4 2024.
  • 692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

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