Does Ubs own PFM stock?

Yes. As of its Q2 2026 13F, Ubs holds 75,525 shares of PFM, worth $4.2M.

How many shares of PFM does Ubs own?

As of its Q2 2026 13F, Ubs holds 75,525 shares of PFM.

As of its Q2 2026 13F, Ubs' PFM position is worth $4.2M.

In Q2 2026, Ubs reduced its PFM position by 5,519 shares (-6.8%).

Ubs already held PFM in its Q1 2019 13F, the earliest on record, and has listed it in 29 quarterly 13F filings.

Position history for UBS Group AG's holdings in INVESCO EXCHANGE TRADED FD T

Current Value

$4.2M

Current Shares

75,525

Total Value Change

+$2.2M

Total Shares Change

+3,272

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	75,525	-6.8%	$4.2M	0.0%	$55.27	0
2026-Q1	Increased	81,044	+7.5%	$4.1M	0.0%	$50.75	29
2025-Q4	Decreased	75,410	-0.3%	$3.9M	0.0%	$50.96	0
2025-Q3	Decreased	75,646	-20.9%	$3.8M	0.0%	$50.03	0
2025-Q2	Decreased	95,577	-6.5%	$4.6M	0.0%	$47.33	0
2025-Q1	Increased	102,205	+11.9%	$4.7M	0.0%	$44.80	30
2024-Q4	Increased	91,295	+2.3%	$4.2M	0.0%	$44.71	27
2024-Q3	Decreased	89,213	-0.0%	$4.2M	0.0%	$45.20	0
2024-Q2	New	89,253	-	$3.8M	0.0%	$41.28	37
2024-Q1	Exited	0	-100.0%	$0	0.0%	$41.00	0
2023-Q4	Decreased	86,290	-10.8%	$3.4M	0.0%	$38.25	0
2023-Q3	Decreased	96,758	-16.1%	$3.5M	0.0%	$34.85	0
2023-Q2	Decreased	115,311	-2.9%	$4.4M	0.0%	$36.30	0
2023-Q1	Decreased	118,735	-5.8%	$4.3M	0.0%	$34.59	0
2022-Q4	Increased	126,015	+23.6%	$4.6M	0.0%	$34.34	33
2022-Q3	Decreased	101,916	-0.1%	$3.3M	0.0%	$30.25	0
2022-Q2	Decreased	102,048	-10.3%	$3.5M	0.0%	$32.13	0
2022-Q1	Decreased	113,744	-2.5%	$4.4M	0.0%	$35.61	0
2021-Q4	Increased	116,610	+1.0%	$4.6M	0.0%	$36.62	27
2021-Q3	Decreased	115,454	-38.6%	$4.2M	0.0%	$32.97	0
2021-Q2	Increased	187,940	+2.3%	$6.8M	0.0%	$33.10	28
2021-Q1	Increased	183,668	+126.7%	$6.4M	0.0%	$31.42	44
2020-Q4	Decreased	81,030	-4.0%	$2.7M	0.0%	$29.75	0
2020-Q3	Increased	84,452	+2.6%	$2.6M	0.0%	$27.25	27
2020-Q2	Increased	82,278	+6.1%	$2.3M	0.0%	$25.26	28
2020-Q1	Increased	77,577	+62.9%	$1.9M	0.0%	$21.97	38
2019-Q4	Decreased	47,610	-30.9%	$1.5M	0.0%	$27.16	0
2019-Q3	Decreased	68,946	-2.2%	$2M	0.0%	$26.00	0
2019-Q2	Decreased	70,492	-2.4%	$2M	0.0%	$25.09	0
2019-Q1	First report	72,253	-	$2M	0.0%	$24.06	0

Other major holders of PFM: LPL Financial LLC