Position in PUK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,812,673
+$7,881,481 QoQ
Shares Held
366,008
+438.8% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 282 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in PUK 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. PUK ranks #12 (0.8% 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 PUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,812,673 | 366,008 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,931,192 | 67,928 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $5,526,848 | 177,598 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $4,465,467 | 159,538 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $441,077 | 17,629 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,788,420 | 129,694 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $9,266,590 | 581,342 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,500,251 | 242,732 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,707,588 | 93,209 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,093,723 | 108,652 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,168,992 | 52,071 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,607,918 | 73,354 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $2,296,242 | 81,082 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $5,245,779 | 191,872 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $9,205,937 | 335,005 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $2,071,878 | 104,010 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,305,870 | 52,006 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,532,303 | 51,802 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,736,683 | 50,441 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,215,903 | 56,557 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,905,199 | 76,252 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,220,703 | 75,444 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $2,506,328 | 67,867 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,951,984 | 68,275 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,755,597 | 57,788 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $1,716,162 | 69,256 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||