UBS Group’s Prudential PUK Stock Holding History

UBS Group’s Portfolio PUK Stock Details PUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-103	Closed	-$5K	–	9246
2014 Q4	$5K	Buy	+103	New	+$4.59K	﹤0.01%	8986

Other funds holding PUK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group's PUK Position: Q1 2026 in Review

UBS Group reduced its Prudential (PUK) stake by 62% in Q1 2026, selling an estimated $3.38M and leaving 67,928 shares worth $1.93M. The position accounts for ﹤0.01% of the portfolio, ranked #5006.

UBS Group first reported a position in PUK in Q4 2014 and has held it in 46 quarters since. The position peaked at $9.27M in Q4 2024. 260 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

UBS Group held 67,928 shares of Prudential worth $1.93M as of Q1 2026.
UBS Group sold 109,670 Prudential shares in Q1 2026, an estimated $3.38M.
Prudential made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5006 holding.
UBS Group first reported a position in Prudential in Q4 2014 and has held it in 46 quarters since.
UBS Group's Prudential position peaked at $9.27M in Q4 2024.
260 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

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