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UBS Group AG

Position in PHR — Phreesia, Inc.

CIK 1610520 ZURICH, V8

Position in PHR

as of Mar 31, 2026 · filed May 5, 2026
Position Value
$2,143,595
-$1,493,983 QoQ
Shares Held
255,799
+19.0% QoQ
Ownership
0.414%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 99% Shared 0% None 1%

Common Shares in PHR Over Time

Shares Held

Position Value (USD)

Position in Health Information Services

Healthcare · as of Mar 31, 2026

UBS Group AG holds $592,914,921 across 45 Health Information Services names. PHR ranks #17 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in PHR

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $2,143,595 255,799
2025-12-31 $3,637,578 214,987
2025-09-30 $4,667,731 198,458
2025-06-30 $6,463,037 227,092
2025-03-31 $2,080,864 81,411
2024-12-31 $2,798,848 111,242
2024-09-30 $903,622 39,650
2024-06-30 $509,986 24,056
2024-03-31 $1,282,360 53,588
2023-12-31 $1,552,669 67,070
2023-09-30 $748,898 40,091
2023-06-30 $1,440,383 46,449
2023-03-31 $974,770 30,188
2022-12-31 $887,309 27,420
2022-09-30 $247,920 9,730
2022-06-30 $194,752 7,787
2022-03-31 $113,927 4,322
2021-12-31 $863,943 20,738
2021-09-30 $206,694 3,350
2021-06-30 $195,853 3,195
2021-03-31 $715,176 13,727
2020-12-31 $189,583 3,494
2020-09-30 $22,330 695
2020-06-30 $217,924 7,706
2020-03-31 $292,758 13,921