Position in PBI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,971,071
-$1,101,875 QoQ
Shares Held
283,737
-48.4% QoQ
Ownership
0.207%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#69
of 350 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in PBI Over Time
Shares Held
Position Value (USD)
Derivatives in PBI
reported options exposure · as of Dec 31, 2022CallValue
$28,500
CallShares
7,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026UBS Group AG holds $1,988,578,594 across 30 Integrated Freight & Logistics names. PBI ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
7,224,476 | $776,631,167 | |
| 2 | FDX |
Fedex Corp
|
1,196,224 | $374,573,620 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,386,904 | $261,209,498 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
595,025 | $172,218,083 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
858,973 | $129,704,923 | |
| 6 | EXPD |
Expeditors International Of Washington Inc
|
573,756 | $93,510,751 | |
| 7 | LSTR |
Landstar System Inc
|
390,375 | $80,733,451 | |
| 8 | GXO |
GXO Logistics, Inc.
|
932,325 | $47,268,876 |
All Filings in PBI
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,971,071 | 283,737 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,072,946 | 549,588 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $7,054,755 | 667,432 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $8,619,386 | 755,424 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $12,367,651 | 1,133,607 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $9,045,248 | 999,475 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $7,008,543 | 968,031 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,434,576 | 201,203 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $468,593 | 92,243 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $716,355 | 165,440 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $717,899 | 163,159 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $241,756 | 80,052 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $518,046 | 146,341 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $702,642 | 180,628 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $28,500 | 7,500 | Call | Defined | 2023-02-08 | |
| 2022-12-31 | $663,419 | 174,584 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $5,825 | 2,500 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $146,037 | 62,677 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $63,780 | 17,619 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $364,961 | 70,185 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $198,900 | 30,000 | Call | Defined | 2022-02-14 | |
| 2021-12-31 | $790,426 | 119,220 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $428,142 | 59,382 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $344,923 | 39,330 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,059,267 | 128,552 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,086,408 | 176,365 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,332,373 | 250,918 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $883,403 | 339,771 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $673,006 | 329,905 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||