Position in PRI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$21,662,291
+$3,044,364 QoQ
Shares Held
76,222
+2.5% QoQ
Ownership
0.248%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#54
of 523 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in PRI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026UBS Group AG holds $1,299,180,162 across 18 Insurance - Life names. PRI ranks #10 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHF |
Brighthouse Financial, Inc.
|
4,200,939 | $265,919,437 | |
| 2 | MET |
Metlife Inc
|
2,440,347 | $206,477,755 | |
| 3 | PRU |
Prudential Financial Inc
|
1,860,121 | $200,762,857 | |
| 4 | AFL |
Aflac Inc
|
1,528,766 | $179,247,812 | |
| 5 | MFC |
Manulife Financial Corp
|
3,840,935 | $155,596,273 | |
| 6 | UNM |
Unum Group
|
1,109,567 | $99,195,289 | |
| 7 | GL |
Globe Life Inc.
|
356,369 | $63,676,012 | |
| 8 | LNC |
Lincoln National Corp
|
1,191,689 | $42,126,204 |
All Filings in PRI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,662,291 | 76,222 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $18,617,927 | 74,329 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $34,014,643 | 131,656 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $25,824,197 | 93,030 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $18,353,951 | 67,066 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $26,894,626 | 94,523 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $18,385,990 | 67,740 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,511,964 | 28,331 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,920,603 | 16,572 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,732,424 | 14,755 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,509,036 | 12,194 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,067,369 | 10,656 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,992,827 | 10,077 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,544,992 | 8,970 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $795,609 | 5,610 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $608,607 | 4,930 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,831,376 | 15,301 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,326,760 | 17,006 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,818,894 | 37,965 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,297,161 | 34,480 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,851,631 | 38,211 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $5,471,260 | 37,013 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $5,642,470 | 42,130 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $5,563,319 | 49,172 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,673,209 | 14,350 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $1,003,008 | 11,336 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||