Universal-Beteiligungs- und Servicegesellschaft’s Philip Morris PM Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-11,600	Closed	-$1.84M	–	2087
2025 Q1	$1.84M	Buy	+11,600	New	+$1.64M	﹤0.01%	1236

Other funds holding PM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's PM Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Philip Morris (PM) stake by 2.5% in Q2 2026, buying an estimated $3.17M and bringing the position to 762,123 shares worth $136M. The position accounts for 0.21% of the portfolio, ranked #89.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $156M in Q2 2025. 1,812 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 762,123 shares of Philip Morris worth $136M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft bought 18,281 Philip Morris shares in Q2 2026, an estimated $3.17M.
Philip Morris made up 0.21% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #89 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Philip Morris position peaked at $156M in Q2 2025.
1,812 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.