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ETF Holdings Breakdown of PHM

Stock NamePulteGroup Inc
TickerPHM(USD) NYSE
TYPECommon Stock
CountryUSA
ISINUS7458671010

PHM institutional holdings

The following institutional investment holdings of PHM have been identified

Date ETF ISIN/Name Num Shares Book value Derived Price per Share Comment
2025-11-27 IE00B5BMR087 (iShares Core S&P 500 UCITS ETF USD (Acc)) 466,541USD 59,525,966 127.59  
2025-11-27 IE00BD8KRH84 (iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)) 466,541USD 59,525,966 127.59  
2025-11-27 IE00BL3J3G74 (iShares Core S&P 500 UCITS ETF MXN Hedged (Acc)) 466,541USD 59,525,966 127.59  
2025-11-27 IE00B4L5Y983 (iShares Core MSCI World UCITS ETF USD (Acc)) 331,475USD 42,292,895 127.59  
2025-11-27 IE00BD45YS76 (iShares Core MSCI World UCITS ETF GBP Hedged (Dist)) 331,475USD 42,292,895 127.59  
2025-11-27 IE00BKBF6H24 (iShares Core MSCI World UCITS ETF) 331,475USD 42,292,895 127.59  
2025-11-27 IE000OHHIBC6 (iShares Core MSCI World UCITS ETF USD (Dist)) 331,475USD 42,292,895 127.59  
2025-11-27 IE00BHZPJ890 (iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist)) 23,090USD 2,946,053 127.59  
2025-11-25 IE0031442068 (iShares Core S&P 500 UCITS ETF USD (Dist)) 68,519 -0.3%USD 8,613,523 4.8% 125.71  
2025-11-27 IE00B6R52259 (iShares MSCI ACWI UCITS ETF) 60,991USD 7,781,842 127.59  
2025-11-24 IE00019GPKX6 (iShares MSCI ACWI UCITS ETF SGD Hedged (Acc)) 60,712 0.2%USD 7,241,727 -0.7% 119.28  
2025-11-27 IE00BYX2JD69 (iShares MSCI World SRI UCITS ETF) 87,161USD 11,120,872 127.59  
2025-11-27 IE00BMZ17T93 (iShares MSCI World SRI UCITS ETF GBP Hedged (Dist) GBP) 87,161USD 11,120,872 127.59  
2025-11-27 IE00BMZ17X30 (iShares MSCI World SRI UCITS ETF USD Hedged (Dist)) 87,161USD 11,120,872 127.59  
2025-11-27 IE00BFNM3G45 (iShares MSCI USA ESG Screened UCITS ETF USD (Acc)) 64,401USD 8,216,924 127.59  
2025-11-27 IE00BFNM3H51 (iShares MSCI USA ESG Screened UCITS ETF USD (Dist)) 64,401USD 8,216,924 127.59  
2025-11-27 IE000G2LIHG9 (iShares MSCI USA ESG Screened UCITS ETF EUR Hedged (Acc)) 64,401USD 8,216,924 127.59  
2025-11-27 IE00B0M62Q58 (iShares MSCI World UCITS ETF USD (Dist)) 21,089USD 2,690,746 127.59  
2025-11-27 IE00BYVJRR92 (iShares MSCI USA SRI UCITS ETF USD (Acc)) 53,128USD 6,778,602 127.59  
2025-11-27 IE00BZ173V67 (iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)) 53,128USD 6,778,602 127.59  
2025-11-27 IE00BZ173T46 (iShares MSCI USA SRI UCITS ETF USD (Dist)) 53,128USD 6,778,602 127.59  
2025-11-27 IE00BMWPV470 (iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist)) 53,128USD 6,778,602 127.59  
2025-11-27 IE00B3ZW0K18 (iShares S&P 500 EUR Hedged UCITS ETF (Acc)) 30,062USD 3,308,129 0.0% 110.04  
2025-11-27 IE00BG11HV38 (iShares MSCI World ESG Enhanced UCITS ETF USD Inc GBP) 3,947USD 503,598 127.59  
2025-11-27 IE00BP3QZ601 (iShares Edge MSCI World Quality Factor UCITS ETF) 83,666USD 10,674,945 127.59  
2025-11-27 IE00BP3QZB59 (iShares Edge MSCI World Value Factor UCITS ETF) 72,701USD 9,275,921 127.59  
2025-11-27 IE00BFYTYS33 (iShares Edge MSCI World Value Factor UCITS USD Dist) 72,701USD 9,275,921 127.59  
2025-11-27 IE00BFNM3K80 (iShares MSCI World ESG Screened UCITS ETF USD (Dist)) 14,389USD 1,835,893 127.59  
2025-11-27 IE00BFNM3J75 (iShares MSCI World ESG Screened UCITS ETF) 14,389USD 1,835,893 127.59  
2025-11-27 IE0003WV2ME7 (iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)) 57,158 1.3%USD 7,292,789 6.9% 127.59  
2025-11-26 IE000MLMNYS0 (iShares S&P 500 Equal Weight UCITS ETF USD (Acc)) 57,158USD 7,292,789 1.5% 127.59  
2025-11-27 IE00B441G979 (iShares MSCI World EUR Hedged UCITS ETF (Acc)) 11,979USD 1,318,212 110.04  
2025-11-27 IE00BD1F4M44 (iShares Edge MSCI USA Value Factor UCITS ETF USD (Acc) GBP) 159,822USD 20,391,689 127.59  
2025-11-27 IE00BFF5RX68 (iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)) 159,822USD 20,391,689 127.59  
2025-11-27 IE00B52SFT06 (iShares MSCI USA UCITS ETF USD (Acc)) 10,532USD 1,343,778 127.59  
2025-11-27 IE00B14X4M10 (iShares MSCI North America UCITS ETF USD (Dist) USD) 4,346USD 554,506 127.59  
2025-11-25 IE00BMXC7V63 (iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)) 3,735 0.7%USD 469,527 5.8% 125.71  
2025-11-27 IE000G4PH2B1 (iShares S&P 500 Paris-Aligned Climate UCITS ETF USD Dist) 3,735USD 476,549 127.59  
2025-11-27 IE00B4MCHD36 (iShares S&P 500 USD Consumer Discretionary Sector UCITS ETF USD (Acc)) 28,563USD 3,644,353 127.59  
2025-11-27 IE00B27YCN58 (iShares MSCI World Islamic UCITS ETF USD (Dist) USD) 8,185USD 1,044,324 127.59  
2025-11-27 IE00BZ0PKT83 (iShares Edge MSCI World Multifactor UCITS ETF USD (Acc) GBP) 38,803USD 4,950,875 127.59  
2025-11-27 IE00BYXPXK00 (iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)) 38,803USD 4,950,875 127.59  
2025-11-27 IE000R9FA4A0 (iShares S&P 500 ESG UCITS ETF USD (Acc)) 3,847USD 490,839 127.59  
2025-11-27 IE000OKVTDF7 (iShares MSCI USA Value Factor ESG UCITS ETF USD (Acc)) 3,804USD 485,352 127.59  
2025-11-27 IE00B42YS929 (iShares MSCI World GBP Hedged UCITS ETF (Acc)) 1,294USD 124,605 -0.2% 96.29  
2025-11-27 IE00BP3QZD73 (iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)) 4,120USD 525,671 127.59  
2025-11-27 IE00BD1F4K20 (iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)) 8,274USD 1,055,680 127.59  
2025-11-27 IE00B296QM64 (iShares MSCI USA Islamic UCITS) 4,714USD 601,459 127.59  
2025-11-27 IE00013A2XD6 (iShares MSCI ACWI SRI UCITS ETF USD(Dist)) 906USD 115,597 127.59  
2025-11-27 IE0002EKOXU6 (iShares Russell 1000 Value UCITS ETF) 1,678USD 214,096 127.59  
2025-11-27 IE00BJ5JP212 (iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD (Dist)) 1,534USD 195,723 127.59  
2025-11-27 IE00BMTX1Y45 (iShares S&P 500 Swap UCITS ETF USD (Acc)) 8,933 200.0%USD 1,139,761 200.0% 127.59  
2025-11-27 IE000D3BWBR2 (iShares S&P 500 Swap UCITS ETF USD (Dist)) 8,933 200.0%USD 1,139,761 200.0% 127.59  
2025-11-27 IE00B3Y8X563 (iShares S&P 500 GBP Hedged UCITS ETF (Acc)) 4,311USD 415,125 -0.2% 96.29  
2025-11-27 IE00BHZPJ569 (iShares MSCI World ESG Enhanced UCITS ETF USD Acc GBP) 3,947USD 503,598 127.59  
Total =4,557,913 USD 579,990,687
Book value of shares is calculated on the adjusted close price of each day (row).

News associated with PHM

Financial Contrast: PulteGroup (NYSE:PHM) and Sekisui House (OTCMKTS:SKHSY)
PulteGroup (NYSE:PHM – Get Free Report) and Sekisui House (OTCMKTS:SKHSY – Get Free Report) are both large-cap construction companies, but which is the better business? We will compare the two companies based on the strength of their dividends, valuation, earnings, analyst recommendations, profitability, institutional ownership and risk. Dividends PulteGroup pays an annual dividend of $0.88 […] - 2025-09-09 02:28:48
PulteGroup Reaches Analyst Target Price
In recent trading, shares of PulteGroup Inc (Symbol: PHM) have crossed above the average analyst 12-month target price of $137.00, changing hands for $137.61/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valu - 2025-09-05 08:28:13
Daily Dividend Report: BRC,SUI,HPE,PHM,VICI
On September 3, 2025, Brady's Board of Directors approved an increase in the annual dividend to shareholders of the Company's Class A Common Stock from $0.96 per share to $0.98 per share. A quarterly dividend to shareholders of $0.245 per share will be paid on October 31, 2025, - 2025-09-04 13:03:23
PulteGroup (NYSE:PHM) Price Target Raised to $150.00
PulteGroup (NYSE:PHM – Get Free Report) had its target price lifted by equities researchers at Wells Fargo & Company from $135.00 to $150.00 in a note issued to investors on Tuesday, Marketbeat reports. The firm currently has an “overweight” rating on the construction company’s stock. Wells Fargo & Company‘s price target indicates a potential upside […] - 2025-09-04 04:22:43
PulteGroup, Inc. (NYSE:PHM) Given Average Rating of “Moderate Buy” by Brokerages
Shares of PulteGroup, Inc. (NYSE:PHM – Get Free Report) have been given a consensus rating of “Moderate Buy” by the fourteen research firms that are currently covering the firm, MarketBeat reports. Four analysts have rated the stock with a hold recommendation, nine have assigned a buy recommendation and one has issued a strong buy recommendation […] - 2025-09-01 04:52:51
Stock Traders Buy High Volume of Call Options on PulteGroup (NYSE:PHM)
PulteGroup, Inc. (NYSE:PHM – Get Free Report) saw unusually large options trading activity on Wednesday. Stock traders bought 9,941 call options on the company. Thisisanincreaseof1,498% compared to the average daily volume of 622 call options. Institutional Investors Weigh In On PulteGroup Hedge funds have recently added to or reduced their stakes in the stock. B. […] - 2025-08-21 05:04:47
PulteGroup, Inc. (NYSE:PHM) Shares Sold by Atria Wealth Solutions Inc.
Atria Wealth Solutions Inc. trimmed its position in PulteGroup, Inc. (NYSE:PHM – Free Report) by 46.5% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,953 shares of the construction company’s stock after selling 6,047 shares during the period. Atria Wealth […] - 2025-08-13 04:48:49
PulteGroup, Inc. (NYSE:PHM) Receives $134.15 Consensus Target Price from Analysts
Shares of PulteGroup, Inc. (NYSE:PHM – Get Free Report) have been given an average rating of “Moderate Buy” by the fifteen brokerages that are presently covering the company, MarketBeat.com reports. Five research analysts have rated the stock with a hold rating, nine have issued a buy rating and one has assigned a strong buy rating […] - 2025-08-12 04:43:06
Harbour Investments Inc. Lowers Holdings in PulteGroup, Inc. (NYSE:PHM)
Harbour Investments Inc. trimmed its stake in shares of PulteGroup, Inc. (NYSE:PHM – Free Report) by 24.9% during the 1st quarter, Holdings Channel reports. The fund owned 2,450 shares of the construction company’s stock after selling 811 shares during the quarter. Harbour Investments Inc.’s holdings in PulteGroup were worth $252,000 as of its most recent […] - 2025-08-07 05:13:08
Financial Survey: PulteGroup (NYSE:PHM) & Gafisa (OTCMKTS:GFASY)
Gafisa (OTCMKTS:GFASY – Get Free Report) and PulteGroup (NYSE:PHM – Get Free Report) are both construction companies, but which is the better business? We will contrast the two businesses based on the strength of their valuation, dividends, analyst recommendations, risk, institutional ownership, profitability and earnings. Analyst Recommendations This is a breakdown of recent ratings for […] - 2025-08-07 02:14:44
Critical Review: PulteGroup (NYSE:PHM) & Persimmon (OTCMKTS:PSMMY)
PulteGroup (NYSE:PHM – Get Free Report) and Persimmon (OTCMKTS:PSMMY – Get Free Report) are both construction companies, but which is the better business? We will contrast the two companies based on the strength of their earnings, institutional ownership, profitability, dividends, analyst recommendations, risk and valuation. Risk and Volatility PulteGroup has a beta of 1.29, meaning […] - 2025-07-31 04:34:49
Choreo LLC Has $518,000 Position in PulteGroup, Inc. (NYSE:PHM)
Choreo LLC cut its stake in PulteGroup, Inc. (NYSE:PHM – Free Report) by 24.1% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 5,031 shares of the construction company’s stock after selling 1,598 shares during the quarter. Choreo LLC’s holdings in […] - 2025-07-28 07:44:44
Universal Beteiligungs und Servicegesellschaft mbH Purchases 5,667 Shares of PulteGroup, Inc. (NYSE:PHM)
Universal Beteiligungs und Servicegesellschaft mbH increased its position in PulteGroup, Inc. (NYSE:PHM – Free Report) by 3.8% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 154,634 shares of the construction company’s stock after purchasing an additional 5,667 shares during the quarter. Universal Beteiligungs […] - 2025-07-25 09:22:58
PulteGroup (NYSE:PHM) Stock Price Expected to Rise, Oppenheimer Analyst Says
PulteGroup (NYSE:PHM – Get Free Report) had its target price increased by stock analysts at Oppenheimer from $132.00 to $140.00 in a report released on Wednesday,Benzinga reports. The firm presently has an “outperform” rating on the construction company’s stock. Oppenheimer’s target price indicates a potential upside of 20.63% from the stock’s previous close. A number […] - 2025-07-25 07:16:51
Royal Bank Of Canada Forecasts Strong Price Appreciation for PulteGroup (NYSE:PHM) Stock
PulteGroup (NYSE:PHM – Get Free Report) had its target price lifted by research analysts at Royal Bank Of Canada from $109.00 to $112.00 in a research note issued on Wednesday,Benzinga reports. The brokerage currently has a “sector perform” rating on the construction company’s stock. Royal Bank Of Canada’s price target would indicate a potential downside […] - 2025-07-25 06:06:54
Traders Buy High Volume of PulteGroup Call Options (NYSE:PHM)
PulteGroup, Inc. (NYSE:PHM – Get Free Report) was the target of some unusual options trading on Wednesday. Investors bought 9,941 call options on the stock. This is an increase of approximately 1,498% compared to the average daily volume of 622 call options. Institutional Investors Weigh In On PulteGroup Several hedge funds and other institutional investors […] - 2025-07-24 05:00:48
Stephens Inc. AR Sells 1,455 Shares of PulteGroup, Inc. (NYSE:PHM)
Stephens Inc. AR cut its position in shares of PulteGroup, Inc. (NYSE:PHM – Free Report) by 39.5% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,224 shares of the construction company’s stock after selling 1,455 shares during the period. Stephens […] - 2025-07-21 05:10:45
New York State Common Retirement Fund Acquires 2,000 Shares of PulteGroup, Inc. (NYSE:PHM)
New York State Common Retirement Fund raised its holdings in shares of PulteGroup, Inc. (NYSE:PHM – Free Report) by 1.7% during the first quarter, HoldingsChannel.com reports. The firm owned 122,223 shares of the construction company’s stock after buying an additional 2,000 shares during the period. New York State Common Retirement Fund’s holdings in PulteGroup were […] - 2025-07-18 05:55:04
PulteGroup, Inc. (NYSE:PHM) Stock Position Lowered by Ballentine Partners LLC
Ballentine Partners LLC decreased its position in PulteGroup, Inc. (NYSE:PHM – Free Report) by 14.9% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 3,518 shares of the construction company’s stock after selling 616 shares during the period. Ballentine Partners LLC’s holdings in PulteGroup were worth $362,000 […] - 2025-07-16 06:51:25
Envestnet Asset Management Inc. Acquires 2,930 Shares of PulteGroup, Inc. (NYSE:PHM)
Envestnet Asset Management Inc. lifted its holdings in shares of PulteGroup, Inc. (NYSE:PHM – Free Report) by 0.9% during the 1st quarter, Holdings Channel.com reports. The firm owned 315,927 shares of the construction company’s stock after purchasing an additional 2,930 shares during the period. Envestnet Asset Management Inc.’s holdings in PulteGroup were worth $32,477,000 at […] - 2025-07-15 05:14:51
PulteGroup, Inc. (NYSE:PHM) Shares Sold by World Investment Advisors
World Investment Advisors lessened its holdings in shares of PulteGroup, Inc. (NYSE:PHM – Free Report) by 70.5% in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 3,557 shares of the construction company’s stock after selling 8,490 shares during the quarter. World Investment Advisors’ holdings […] - 2025-07-11 05:32:49
Concurrent Investment Advisors LLC Raises Holdings in PulteGroup, Inc. (NYSE:PHM)
Concurrent Investment Advisors LLC grew its position in shares of PulteGroup, Inc. (NYSE:PHM – Free Report) by 87.4% during the first quarter, Holdings Channel reports. The institutional investor owned 8,212 shares of the construction company’s stock after purchasing an additional 3,831 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in PulteGroup were worth $844,000 […] - 2025-07-10 08:14:45
Critical Survey: PulteGroup (NYSE:PHM) & Persimmon (OTCMKTS:PSMMY)
PulteGroup (NYSE:PHM – Get Free Report) and Persimmon (OTCMKTS:PSMMY – Get Free Report) are both construction companies, but which is the superior stock? We will contrast the two businesses based on the strength of their risk, analyst recommendations, dividends, profitability, valuation, institutional ownership and earnings. Earnings and Valuation This table compares PulteGroup and Persimmon”s top-line […] - 2025-07-10 06:44:51
PulteGroup (NYSE:PHM) Price Target Raised to $125.00
PulteGroup (NYSE:PHM – Get Free Report) had its price target increased by equities research analysts at Wells Fargo & Company from $120.00 to $125.00 in a note issued to investors on Tuesday,Benzinga reports. The brokerage presently has an “overweight” rating on the construction company’s stock. Wells Fargo & Company‘s price objective would indicate a potential […] - 2025-07-10 05:23:03
Principal Financial Group Inc. Reduces Stock Holdings in PulteGroup, Inc. (NYSE:PHM)
Principal Financial Group Inc. trimmed its position in shares of PulteGroup, Inc. (NYSE:PHM – Free Report) by 3.0% in the 1st quarter, Holdings Channel reports. The institutional investor owned 269,649 shares of the construction company’s stock after selling 8,308 shares during the quarter. Principal Financial Group Inc.’s holdings in PulteGroup were worth $27,720,000 at the […] - 2025-07-09 05:51:38
Private Trust Co. NA Has $175,000 Stake in PulteGroup, Inc. (NYSE:PHM)
Private Trust Co. NA decreased its position in PulteGroup, Inc. (NYSE:PHM – Free Report) by 43.5% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,699 shares of the construction company’s stock after selling 1,307 shares during the quarter. Private Trust Co. NA’s […] - 2025-07-08 04:52:49
Diversified Trust Co Buys New Stake in PulteGroup, Inc. (NYSE:PHM)
Diversified Trust Co bought a new stake in PulteGroup, Inc. (NYSE:PHM – Free Report) in the 1st quarter, Holdings Channel.com reports. The fund bought 2,332 shares of the construction company’s stock, valued at approximately $240,000. Several other institutional investors have also recently added to or reduced their stakes in the stock. Franklin Resources Inc. increased […] - 2025-07-02 05:18:55
PulteGroup, Inc. (NYSE:PHM) Shares Sold by Perigon Wealth Management LLC
Perigon Wealth Management LLC lowered its stake in PulteGroup, Inc. (NYSE:PHM – Free Report) by 13.0% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,722 shares of the construction company’s stock after selling 407 shares during the period. Perigon Wealth Management […] - 2025-07-01 05:48:51
Spire Wealth Management Purchases 1,322 Shares of PulteGroup, Inc. (NYSE:PHM)
Spire Wealth Management increased its position in shares of PulteGroup, Inc. (NYSE:PHM – Free Report) by 80.9% during the first quarter, HoldingsChannel.com reports. The firm owned 2,956 shares of the construction company’s stock after buying an additional 1,322 shares during the period. Spire Wealth Management’s holdings in PulteGroup were worth $304,000 as of its most […] - 2025-06-30 05:16:59
PulteGroup, Inc. (NYSE:PHM) Position Lessened by Chevy Chase Trust Holdings LLC
Chevy Chase Trust Holdings LLC trimmed its position in shares of PulteGroup, Inc. (NYSE:PHM – Free Report) by 1.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 106,468 shares of the construction company’s stock after selling 1,439 shares […] - 2025-06-27 05:12:48

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