Ubs Asset Management Americas Inc Preferred Bank Transaction History

Ubs Asset Management Americas Inc

$446 Billion
Q3 2025

A detailed history of Ubs Asset Management Americas Inc transactions in Preferred Bank stock. As of the latest transaction made, Ubs Asset Management Americas Inc holds 18,365 shares of PFBC stock, worth $1.68 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

18,365

Previous 36,041 49.04%

Holding current value

$1.68 Million

Previous $3.12 Million 46.78%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$89.02 - $97.01 $1.57 Million - $1.71 Million	-17,676 Reduced 49.04%	18,365 $1.66 Million
Q2 2025 Aug 14, 2025	BUY	$75.32 - $87.67 $761,485 - $886,343	10,110 Added 38.99%	36,041 $3.12 Million
Q1 2025 May 19, 2025	BUY	$81.03 - $93.15 $336,922 - $387,317	4,158 Added 19.1%	25,931 $2.17 Million
Q4 2024 Feb 14, 2025	SELL	$78.18 - $96.73 $30,333 - $37,531	-388 Reduced 1.75%	21,773 $1.88 Million
Q3 2024 Nov 14, 2024	SELL	$73.0 - $91.26 $81,541 - $101,937	-1,117 Reduced 4.8%	22,161 $1.78 Million

Q2 2024 Aug 13, 2024	BUY	$71.53 - $79.97 $960,218 - $1.07 Million	13,424 Added 136.23%	23,278 $1.76 Million
Q3 2023 Nov 13, 2023	SELL	$55.24 - $66.97 $165,278 - $200,374	-2,992 Reduced 23.29%	9,854 $613,000
Q1 2023 May 15, 2023	BUY	$53.57 - $74.03 $39,641 - $54,782	740 Added 6.11%	12,846 $704,000
Q4 2022 Feb 14, 2023	SELL	$65.52 - $76.87 $167,534 - $196,556	-2,557 Reduced 17.44%	12,106 $903,000
Q3 2022 Nov 14, 2022	SELL	$65.23 - $75.38 $176,577 - $204,053	-2,707 Reduced 15.58%	14,663 $956,000
Q1 2022 May 16, 2022	BUY	$72.45 - $81.4 $274,585 - $308,506	3,790 Added 27.91%	17,370 $1.29 Million
Q2 2021 Aug 16, 2021	SELL	$62.97 - $68.99 $47,668 - $52,225	-757 Reduced 5.28%	13,580 $859,000
Q4 2020 Mar 01, 2021	BUY	$32.13 - $50.47 $53,367 - $83,830	1,661 Added 13.1%	14,337 $723,000
Q3 2020 Nov 13, 2020	SELL	$31.09 - $42.05 $9,824 - $13,287	-316 Reduced 2.43%	12,676 $407,000
Q2 2020 Aug 14, 2020	BUY	$30.31 - $46.14 $19,216 - $29,252	634 Added 5.13%	12,992 $556,000
Q1 2020 May 15, 2020	BUY	$28.4 - $63.98 $39,873 - $89,827	1,404 Added 12.82%	12,358 $417,000
Q4 2019 Feb 14, 2020	BUY	$50.99 - $60.26 $239,092 - $282,559	4,689 Added 74.84%	10,954 $658,000
Q2 2018 Aug 14, 2018	BUY	$61.17 - $67.53 $146,808 - $162,072	2,400 Added 62.1%	6,265 $0
Q3 2017 Nov 13, 2017	BUY	$50.18 - $60.35 $193,945 - $233,252	3,865	3,865 $0

Others Institutions Holding PFBC

# of Institutions

223

Shares Held

11M

Call Options Held

Put Options Held

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About Preferred Bank

Ticker PFBC
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 14,356,700
Market Cap $1.31B
Description
Preferred Bank provides various commercial banking products and services to small and mid-sized businesses and their owners, entrepreneurs, real estate developers and investors, professionals, and high net worth individuals in the United States. The company accepts checking, savings, and money market deposit accounts; fixed-rate and fixed maturi...

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Ubs Asset Management Americas Inc Preferred Bank Transaction History