UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in PHM — Pultegroup Inc/Mi/
CIK 861177
NEW YORK, NY
Position in PHM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$197,401,825
+$15,138,087 QoQ
Shares Held
1,438,684
-7.2% QoQ
Ownership
0.767%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#26
of 1,041 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $1,068,859,948 across 18 Residential Construction names. PHM ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
2,903,786 | $472,968,658 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
1,438,684 | $197,401,825 | |
| 3 | NVR |
Nvr Inc
|
21,595 | $147,135,364 | |
| 4 | LEN |
Lennar Corp /New/
|
1,127,799 | $102,028,228 | |
| 5 | IBP |
Installed Building Products, Inc.
|
202,615 | $46,569,028 | |
| 6 | TOL |
Toll Brothers, Inc.
|
265,254 | $43,700,594 | |
| 7 | MTH |
Meritage Homes CORP
|
155,724 | $13,057,453 | |
| 8 | KBH |
Kb Home
|
152,595 | $9,550,917 |
All Filings in PHM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $197,401,825 | 1,438,684 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $182,263,738 | 1,549,730 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $201,831,074 | 1,721,227 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $286,544,380 | 2,168,655 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $268,013,612 | 2,541,377 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $209,331,121 | 2,036,295 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $221,478,202 | 2,033,776 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $267,545,656 | 1,864,040 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $190,324,247 | 1,728,649 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $140,045,362 | 1,161,046 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $102,176,750 | 989,893 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $83,687,231 | 1,130,145 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $102,858,955 | 1,324,137 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $77,170,701 | 1,324,137 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $58,930,338 | 1,294,319 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $49,246,422 | 1,313,238 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $50,721,242 | 1,279,870 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $51,587,819 | 1,231,213 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $66,603,398 | 1,165,210 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $56,253,419 | 1,225,031 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $79,436,506 | 1,455,681 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $71,689,879 | 1,367,084 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $57,713,570 | 1,338,441 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $59,757,932 | 1,290,947 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $46,343,752 | 1,361,850 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $42,602,380 | 1,908,709 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||