PFSI — PENNYMAC FINL SVCS INC NEW
Reported value held$1.28B
Funds holding (latest)43
SectorFinancials
Funds holding (Q2 2026)32
Institutional value$856.55M · 9.88M sh
New / Add / Cut / Exit3 / 20 / 9 / 2
Top-5 / Top-10 concentration59.1% / 79.9%
Institutional holdings change
Reducing -16.8%
(-2.00M sh)
Institutional value change
Down -17.2%
As of Q2 2026, 32 SEC-registered investment managers reported holding PFSI (PENNYMAC FINL SVCS INC NEW) in their latest 13F filings, with a combined reported value of $856.55M across 9.88M shares. That is -16.8% by share count (-2.00M shares) versus the previous quarter, while reported value moved -17.2%. Ownership is concentrated: the five largest holders account for 59.1% of reported value and the top ten for 79.9%.
Compared with the prior quarter, 3 opened new positions, 20 added to existing stakes, 9 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
PFSI is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.33M | $202.74M | 0.00% | Add |
| Invesco Ltd history | 1.01M | $87.72M | 0.01% | Add |
| Goldman Sachs Group history | 914.76K | $79.68M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 807.59K | $70.34M | 0.00% | Add |
| Geode Capital Management history | 758.66K | $66.09M | 0.00% | Add |
| Charles Schwab Investment Management history | 482.44K | $42.02M | 0.01% | Add |
| Millennium Management history | 449.16K | $39.12M | 0.01% | Reduce |
| Citadel Advisors history | 420.90K | $36.66M | 0.00% | Reduce |
| Wellington Management Group history | 348.77K | $30.38M | 0.01% | Add |
| Morgan Stanley history | 341.59K | $29.75M | 0.00% | Add |
| BNY Mellon history | 303.38K | $26.42M | 0.00% | Add |
| Bank of America Corp history | 286.23K | $24.93M | 0.00% | Reduce |
| Northern Trust Corp history | 273.56K | $23.83M | 0.00% | Add |
| JPMorgan Chase & Co history | 203.26K | $17.62M | 0.00% | New |
| MFS Investment Management history | 195.02K | $16.99M | 0.01% | Reduce |
| Marshall Wace history | 126.72K | $11.04M | 0.01% | Add |
| D. E. Shaw & Co history | 112.02K | $9.76M | 0.01% | Add |
| AQR Capital Management history | 92.17K | $8.03M | 0.00% | Add |
| Renaissance Technologies history | 66.10K | $5.76M | 0.01% | New |
| UBS Group AG history | 53.82K | $4.69M | 0.00% | Reduce |
| Citigroup Inc history | 51.41K | $4.48M | 0.00% | Add |
| Norges Bank Investment Management history | 42.41K | $3.69M | 0.00% | Reduce |
| Deutsche Bank AG history | 31.37K | $2.73M | 0.00% | Add |
| Wells Fargo & Co history | 27.14K | $2.36M | 0.00% | Add |
| Legal & General Investment Management America history | 25.84K | $2.25M | 0.00% | Reduce |
| Point72 Asset Management history | 25.60K | $2.23M | 0.00% | Add |
| Manulife Financial history | 19.66K | $1.71M | 0.00% | Add |
| Two Sigma Investments history | 19.30K | $1.68M | 0.00% | Reduce |
| Franklin Resources history | 12.94K | $1.13M | 0.00% | Reduce |
| Prudential Financial history | 5.04K | $438.55K | 0.00% | Add |
| Amundi US history | 3.25K | $283.07K | 0.00% | New |
| T. Rowe Price Associates history | 44.57K | $3.88K | 0.00% | Add |
Q1 2026 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Millennium Management history | 2.54M | $221.63M | 0.10% | Add |
| BlackRock Inc history | 2.20M | $192.60M | 0.00% | Hold |
| Citadel Advisors history | 1.38M | $120.58M | 0.02% | Add |
| Invesco Ltd history | 849.11K | $74.21M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 749.34K | $65.49M | 0.00% | Reduce |
| Geode Capital Management history | 707.94K | $61.89M | 0.00% | Add |
| Goldman Sachs Group history | 669.85K | $58.54M | 0.01% | Add |
| Charles Schwab Investment Management history | 468.77K | $40.97M | 0.01% | Add |
| Bank of America Corp history | 379.43K | $33.16M | 0.00% | Add |
| Wellington Management Group history | 272.27K | $23.80M | 0.01% | New |
| Northern Trust Corp history | 268.01K | $23.42M | 0.00% | Add |
| Janus Henderson Group history | 267.87K | $23.42M | 0.01% | Add |
| BNY Mellon history | 235.73K | $20.60M | 0.00% | Reduce |
| MFS Investment Management history | 205.18K | $17.93M | 0.01% | Reduce |
| UBS Group AG history | 183.74K | $16.06M | 0.00% | Add |
| Morgan Stanley history | 118.85K | $10.39M | 0.00% | Reduce |
| Marshall Wace history | 57.50K | $5.03M | 0.01% | New |
| AQR Capital Management history | 50.97K | $4.46M | 0.00% | Add |
| Two Sigma Investments history | 47.82K | $4.18M | 0.00% | Reduce |
| Citigroup Inc history | 44.17K | $3.86M | 0.00% | Add |
| Legal & General Investment Management America history | 27.36K | $2.39M | 0.00% | Reduce |
| Deutsche Bank AG history | 26.02K | $2.27M | 0.00% | Add |
| D. E. Shaw & Co history | 22.30K | $1.95M | 0.00% | New |
| Point72 Asset Management history | 21.70K | $1.90M | 0.00% | Add |
| Manulife Financial history | 17.02K | $1.49M | 0.00% | Hold |
| Franklin Resources history | 13.12K | $1.15M | 0.00% | Add |
| Wells Fargo & Co history | 12.29K | $1.07M | 0.00% | Reduce |
| Prudential Financial history | 4.66K | $407.28K | 0.00% | Add |
| PNC Financial Services history | 272 | $23.77K | 0.00% | Add |
| T. Rowe Price Associates history | 38.74K | $3.39K | 0.00% | Reduce |
Q4 2025 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 2.83M | $373.47M | 0.01% | Hold |
| Fidelity Management & Research (FMR) history | 2.23M | $293.56M | 0.01% | Reduce |
| BlackRock Inc history | 2.21M | $291.72M | 0.01% | Add |
| Invesco Ltd history | 1.57M | $206.88M | 0.03% | Add |
| Geode Capital Management history | 692.30K | $91.29M | 0.01% | Hold |
| JPMorgan Chase & Co history | 598.53K | $78.91M | 0.01% | Reduce |
| Goldman Sachs Group history | 570.92K | $75.27M | 0.01% | Reduce |
| Citadel Advisors history | 504.28K | $66.48M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 441.40K | $58.19M | 0.01% | Reduce |
| Norges Bank Investment Management history | 335.91K | $44.29M | 0.01% | Reduce |
| Northern Trust Corp history | 259.25K | $34.18M | 0.00% | Reduce |
| BNY Mellon history | 255.90K | $33.74M | 0.01% | Reduce |
| MFS Investment Management history | 215.99K | $28.48M | 0.01% | Reduce |
| Two Sigma Investments history | 213.17K | $28.10M | 0.04% | Reduce |
| Morgan Stanley history | 144.09K | $19.00M | 0.00% | Add |
| Bank of America Corp history | 138.53K | $18.26M | 0.00% | Reduce |
| UBS Group AG history | 84.54K | $11.15M | 0.00% | Reduce |
| Millennium Management history | 60.12K | $7.93M | 0.00% | Add |
| Balyasny Asset Management history | 45.39K | $5.98M | 0.01% | New |
| Wells Fargo & Co history | 40.99K | $5.40M | 0.00% | Add |
| Citigroup Inc history | 35.73K | $4.71M | 0.00% | Add |
| Legal & General Investment Management America history | 32.55K | $4.29M | 0.00% | Reduce |
| Renaissance Technologies history | 32.40K | $4.27M | 0.01% | Add |
| Deutsche Bank AG history | 23.15K | $3.05M | 0.00% | Add |
| AQR Capital Management history | 21.82K | $2.88M | 0.00% | Add |
| Manulife Financial history | 16.96K | $2.24M | 0.00% | Reduce |
| Janus Henderson Group history | 13.51K | $1.78M | 0.00% | Hold |
| Franklin Resources history | 11.28K | $1.49M | 0.00% | Add |
| Principal Global Investors history | 10.60K | $1.40M | 0.00% | Reduce |
| Point72 Asset Management history | 6.34K | $836.52K | 0.00% | Reduce |
| Bridgewater Associates history | 5.27K | $694.53K | 0.00% | Reduce |
| Prudential Financial history | 1.85K | $244.56K | 0.00% | Reduce |
| T. Rowe Price Associates history | 671.02K | $88.47K | 0.01% | Reduce |
| PNC Financial Services history | 27 | $3.56K | 0.00% | Hold |
Q3 2025 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 2.82M | $349.34M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 2.47M | $306.35M | 0.02% | Add |
| BlackRock Inc history | 2.17M | $268.97M | 0.01% | Reduce |
| Invesco Ltd history | 1.46M | $181.25M | 0.03% | Add |
| Citadel Advisors history | 770.40K | $95.44M | 0.01% | Add |
| Goldman Sachs Group history | 730.52K | $90.50M | 0.01% | Reduce |
| Geode Capital Management history | 695.51K | $86.17M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 647.88K | $80.26M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 449.60K | $55.70M | 0.01% | Reduce |
| BNY Mellon history | 321.44K | $39.82M | 0.01% | Add |
| Two Sigma Investments history | 310.92K | $38.52M | 0.06% | Add |
| MFS Investment Management history | 287.60K | $35.63M | 0.01% | Reduce |
| Northern Trust Corp history | 283.24K | $35.09M | 0.00% | Reduce |
| Bank of America Corp history | 186.32K | $23.08M | 0.00% | Reduce |
| UBS Group AG history | 166.36K | $20.61M | 0.00% | Add |
| Morgan Stanley history | 115.27K | $14.28M | 0.00% | Reduce |
| Point72 Asset Management history | 68.90K | $8.54M | 0.01% | Reduce |
| Millennium Management history | 55.02K | $6.82M | 0.00% | Reduce |
| Legal & General Investment Management America history | 34.59K | $4.28M | 0.00% | Reduce |
| Wells Fargo & Co history | 30.06K | $3.72M | 0.00% | Add |
| Principal Global Investors history | 28.60K | $3.54M | 0.00% | Add |
| Citigroup Inc history | 28.46K | $3.53M | 0.00% | Add |
| Deutsche Bank AG history | 22.54K | $2.79M | 0.00% | Add |
| Renaissance Technologies history | 19.10K | $2.37M | 0.00% | Reduce |
| AQR Capital Management history | 18.65K | $2.31M | 0.00% | Add |
| Manulife Financial history | 17.40K | $2.16M | 0.00% | Reduce |
| Janus Henderson Group history | 13.51K | $1.67M | 0.00% | Hold |
| Franklin Resources history | 10.51K | $1.30M | 0.00% | Hold |
| Bridgewater Associates history | 5.99K | $741.79K | 0.00% | New |
| Prudential Financial history | 4.08K | $505.31K | 0.00% | Hold |
| T. Rowe Price Associates history | 691.24K | $85.63K | 0.01% | Add |
| PNC Financial Services history | 27 | $3.35K | 0.00% | New |
Q2 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 2.90M | $288.91M | 0.01% | Add |
| BlackRock Inc history | 2.24M | $223.44M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.42M | $141.76M | 0.01% | Add |
| Invesco Ltd history | 1.24M | $123.21M | 0.02% | Hold |
| Goldman Sachs Group history | 742.78K | $74.01M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 722.76K | $72.02M | 0.01% | Reduce |
| Geode Capital Management history | 721.76K | $71.92M | 0.01% | Add |
| Citadel Advisors history | 663.01K | $66.06M | 0.01% | Add |
| Charles Schwab Investment Management history | 458.24K | $45.66M | 0.01% | Hold |
| Norges Bank Investment Management history | 401.20K | $39.98M | 0.01% | Add |
| BNY Mellon history | 306.14K | $30.50M | 0.01% | Add |
| MFS Investment Management history | 297.86K | $29.68M | 0.01% | Reduce |
| Northern Trust Corp history | 291.87K | $29.08M | 0.00% | Add |
| Balyasny Asset Management history | 286.12K | $28.51M | 0.04% | Add |
| Bank of America Corp history | 229.32K | $22.85M | 0.00% | Add |
| Millennium Management history | 210.73K | $21.00M | 0.01% | Reduce |
| Morgan Stanley history | 150.77K | $15.02M | 0.00% | Add |
| UBS Group AG history | 87.24K | $8.69M | 0.00% | Reduce |
| Point72 Asset Management history | 76.90K | $7.66M | 0.02% | Reduce |
| Renaissance Technologies history | 69.20K | $6.90M | 0.01% | Add |
| D. E. Shaw & Co history | 51.97K | $5.18M | 0.00% | Add |
| Legal & General Investment Management America history | 35.48K | $3.54M | 0.00% | Hold |
| Marshall Wace history | 29.66K | $2.96M | 0.00% | New |
| Citigroup Inc history | 26.30K | $2.62M | 0.00% | Reduce |
| Principal Global Investors history | 25.10K | $2.50M | 0.00% | Reduce |
| Two Sigma Investments history | 24.90K | $2.48M | 0.01% | Add |
| Wells Fargo & Co history | 22.79K | $2.27M | 0.00% | Add |
| Deutsche Bank AG history | 19.86K | $1.98M | 0.00% | Reduce |
| Manulife Financial history | 18.01K | $1.79M | 0.00% | Reduce |
| AQR Capital Management history | 14.95K | $1.49M | 0.00% | Reduce |
| Janus Henderson Group history | 13.51K | $1.35M | 0.00% | Hold |
| Franklin Resources history | 10.55K | $1.05M | 0.00% | Reduce |
| Maverick Capital history | 8.07K | $804.39K | 0.01% | Hold |
| Prudential Financial history | 4.08K | $412.93K | 0.00% | Add |
| T. Rowe Price Associates history | 154.41K | $15.39K | 0.00% | Add |
Q1 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 2.87M | $287.58M | 0.01% | Hold |
| BlackRock Inc history | 2.14M | $214.49M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 1.27M | $127.46M | 0.01% | Reduce |
| Invesco Ltd history | 1.24M | $123.85M | 0.02% | Add |
| JPMorgan Chase & Co history | 879.33K | $88.03M | 0.01% | Add |
| Goldman Sachs Group history | 792.93K | $79.38M | 0.01% | Reduce |
| Millennium Management history | 771.61K | $77.25M | 0.04% | Add |
| Geode Capital Management history | 680.63K | $68.16M | 0.01% | Add |
| Charles Schwab Investment Management history | 457.23K | $45.77M | 0.01% | Add |
| Citadel Advisors history | 320.30K | $32.07M | 0.01% | Add |
| MFS Investment Management history | 312.69K | $31.30M | 0.01% | Reduce |
| BNY Mellon history | 290.24K | $29.06M | 0.01% | Add |
| Northern Trust Corp history | 280.66K | $28.10M | 0.00% | Reduce |
| Bank of America Corp history | 210.07K | $21.03M | 0.00% | Add |
| Morgan Stanley history | 126.14K | $12.63M | 0.00% | Add |
| Balyasny Asset Management history | 116.73K | $11.69M | 0.02% | New |
| Principal Global Investors history | 97.56K | $9.77M | 0.01% | Reduce |
| UBS Group AG history | 92.82K | $9.29M | 0.00% | Reduce |
| Point72 Asset Management history | 86.40K | $8.65M | 0.02% | New |
| D. E. Shaw & Co history | 45.89K | $4.59M | 0.00% | Reduce |
| Renaissance Technologies history | 36.10K | $3.61M | 0.01% | Add |
| Legal & General Investment Management America history | 35.30K | $3.53M | 0.00% | Add |
| Citigroup Inc history | 27.62K | $2.77M | 0.00% | Reduce |
| AQR Capital Management history | 24.01K | $2.40M | 0.00% | Add |
| Deutsche Bank AG history | 22.43K | $2.25M | 0.00% | Reduce |
| Franklin Resources history | 20.98K | $2.10M | 0.00% | Reduce |
| Wells Fargo & Co history | 19.23K | $1.93M | 0.00% | Reduce |
| Manulife Financial history | 18.69K | $1.87M | 0.00% | Add |
| Janus Henderson Group history | 13.51K | $1.36M | 0.00% | Reduce |
| Maverick Capital history | 8.07K | $808.19K | 0.01% | Add |
| Two Sigma Investments history | 3.21K | $321.35K | 0.00% | Hold |
| Prudential Financial history | 2.23K | $228.39K | 0.00% | Add |
| T. Rowe Price Associates history | 152.08K | $15.23K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 203.26K sh · $17.62M
- Renaissance Technologies 66.10K sh · $5.76M
- Amundi US 3.25K sh · $283.07K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 267.87K sh · $23.42M
- PNC Financial Services sold 272 sh · $23.77K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 2.33M | 2.20M | 2.21M | 2.17M | 2.24M | 2.14M | 2.28M | 2.21M | — | — | — | — | — | — | — | — | — | — | — | — |
| Invesco Ltd | 1.01M | 849.11K | 1.57M | 1.46M | 1.24M | 1.24M | 1.18M | 1.18M | 1.05M | 973.26K | 966.11K | 490.30K | 332.12K | 45.92K | 125.00K | 120.58K | 122.01K | 147.64K | 206.59K | 202.40K |
| Goldman Sachs Group | 914.76K | 669.85K | 570.92K | 730.52K | 742.78K | 792.93K | 978.26K | 1.20M | 808.65K | 516.75K | 393.00K | 340.40K | 411.91K | 452.95K | 399.95K | 573.19K | 303.87K | 706.97K | 167.43K | 461.62K |
| Fidelity Management & Research (FMR) | 807.59K | 749.34K | 2.23M | 2.47M | 1.42M | 1.27M | 1.31M | 1.17M | 351.61K | 313.74K | 6.83K | 7.66K | 8.84K | 9.66K | 9.41K | 11.84K | 11.93K | 13.77K | 15.13K | 91.62K |
| Geode Capital Management | 758.66K | 707.94K | 692.30K | 695.51K | 721.76K | 680.63K | 658.56K | 647.76K | 628.10K | 591.29K | 579.27K | 553.25K | 535.41K | 535.62K | 522.33K | 515.65K | 519.00K | 531.88K | 529.46K | 561.92K |
| Charles Schwab Investment Management | 482.44K | 468.77K | 441.40K | 449.60K | 458.24K | 457.23K | 453.81K | 447.35K | 416.32K | 400.68K | 396.75K | 392.80K | 385.94K | 389.10K | 376.89K | 362.22K | 324.22K | 300.21K | 281.86K | 270.40K |
| Millennium Management | 449.16K | 2.54M | 60.12K | 55.02K | 210.73K | 771.61K | 518.57K | 253.62K | 263.34K | 127.97K | 188.37K | 341.89K | 46.45K | 52.30K | 207.18K | 216.17K | 432.04K | 503.53K | 614.47K | 621.74K |
| Citadel Advisors | 420.90K | 1.38M | 504.28K | 770.40K | 663.01K | 320.30K | 227.66K | 259.42K | 187.71K | 552.62K | 1.09M | 766.96K | 1.07M | 844.77K | 630.34K | 695.80K | 499.30K | 480.71K | 469.86K | 651.27K |
| Wellington Management Group | 348.77K | 272.27K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | 341.59K | 118.85K | 144.09K | 115.27K | 150.77K | 126.14K | 121.67K | 178.50K | 160.60K | 221.31K | 154.78K | 118.22K | 112.49K | 108.34K | 83.48K | 215.62K | 168.63K | 417.68K | 103.83K | 122.08K |
| BNY Mellon | 303.38K | 235.73K | 255.90K | 321.44K | 306.14K | 290.24K | 198.90K | 162.10K | 182.25K | 177.31K | 183.09K | 234.49K | 227.24K | 242.10K | 262.68K | 247.41K | 238.01K | 252.47K | 258.89K | 303.11K |
| Bank of America Corp | 286.23K | 379.43K | 138.53K | 186.32K | 229.32K | 210.07K | 17.79K | 92.66K | 34.78K | 68.91K | 72.47K | 48.45K | 189.64K | 43.62K | 123.00K | 82.61K | 75.20K | 182.78K | 171.00K | 84.80K |
| Northern Trust Corp | 273.56K | 268.01K | 259.25K | 283.24K | 291.87K | 280.66K | 287.74K | 372.32K | 360.01K | 358.67K | 391.13K | 399.21K | 399.38K | 405.03K | 412.58K | 422.95K | 433.47K | 445.82K | 473.20K | 642.86K |
| JPMorgan Chase & Co | 203.26K | — | 598.53K | 647.88K | 722.76K | 879.33K | 808.14K | 954.71K | 932.96K | 868.94K | 713.71K | 320.74K | 339.90K | 246.83K | 226.46K | 173.28K | 205.04K | 326.26K | 306.69K | 290.77K |
| MFS Investment Management | 195.02K | 205.18K | 215.99K | 287.60K | 297.86K | 312.69K | 320.25K | 216.23K | — | — | — | — | — | — | — | — | — | — | — | — |
| Marshall Wace | 126.72K | 57.50K | — | — | 29.66K | — | — | — | — | — | 6.67K | — | — | — | — | — | — | — | — | 29.65K |
| D. E. Shaw & Co | 112.02K | 22.30K | — | — | 51.97K | 45.89K | 126.04K | 132.73K | 103.72K | 62.38K | 132.10K | 136.70K | 53.40K | 52.80K | 72.90K | 27.99K | 21.00K | 30.39K | 213.86K | 285.02K |
| AQR Capital Management | 92.17K | 50.97K | 21.82K | 18.65K | 14.95K | 24.01K | 23.14K | 27.79K | 12.94K | 24.86K | 23.98K | 27.24K | 27.14K | 30.93K | 36.18K | 41.65K | 43.09K | 50.59K | 57.08K | 66.70K |
| Renaissance Technologies | 66.10K | — | 32.40K | 19.10K | 69.20K | 36.10K | 12.80K | — | — | 10.80K | — | — | — | — | — | 7.60K | 62.80K | 498.80K | 439.50K | 466.00K |
| UBS Group AG | 53.82K | 183.74K | 84.54K | 166.36K | 87.24K | 92.82K | 158.78K | 49.20K | 26.84K | 72.41K | 82.03K | 78.33K | 153.41K | 39.04K | 194.27K | 39.68K | 25.39K | 13.33K | 19.43K | 8.04K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details