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 $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group's PUK Position: Q2 2026 in Review

UBS Group increased its Prudential (PUK) stake by 439% in Q2 2026, buying an estimated $8.7M and bringing the position to 366,008 shares worth $9.81M. The position accounts for ﹤0.01% of the portfolio, ranked #3477.

UBS Group first reported a position in PUK in Q4 2014 and has held it in 47 quarters since. 281 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

UBS Group held 366,008 shares of Prudential worth $9.81M as of Q2 2026.
UBS Group bought 298,080 Prudential shares in Q2 2026, an estimated $8.7M.
Prudential made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3477 holding.
UBS Group first reported a position in Prudential in Q4 2014 and has held it in 47 quarters since.
281 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

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