Position in PRI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$18,617,927
-$15,396,716 QoQ
Shares Held
74,329
-43.5% QoQ
Ownership
0.238%
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 81%
Shared 0%
None 19%
Common Shares in PRI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026UBS Group AG holds $1,257,448,048 across 18 Insurance - Life names. PRI ranks #9 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
2,698,310 | $296,031,589 | |
| 2 | MET |
Metlife Inc
|
3,605,168 | $254,957,478 | |
| 3 | BHF |
Brighthouse Financial, Inc.
|
3,734,476 | $223,620,422 | |
| 4 | PRU |
Prudential Financial Inc
|
2,023,799 | $197,704,922 | |
| 5 | MFC |
Manulife Financial Corp
|
2,552,877 | $87,921,081 | |
| 6 | UNM |
Unum Group
|
811,472 | $59,261,799 | |
| 7 | LNC |
Lincoln National Corp
|
1,454,657 | $51,640,322 | |
| 8 | GL |
Globe Life Inc.
|
241,395 | $33,594,941 |
All Filings in PRI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||