UBS Upgrades Philip Morris International to Neutral Status

Fintel reports that on April 25, 2025, UBS upgraded its outlook for Philip Morris International (BMV:PM) from Sell to Neutral.

Current Fund Sentiment

Currently, 2,729 funds and institutions hold positions in Philip Morris International. This marks a decline of 153 owners or 5.31% compared to the last quarter. The average portfolio weight of all funds allocated to PM is now 0.57%, which is an increase of 2.62%. Additionally, total institutional shares rose by 0.68% over the past three months, totaling 1,460,206K shares.

Investor Activity and Changes

Capital World Investors maintains the largest position, holding 122,584K shares, representing 7.88% ownership. This is an increase of 3.44% from the previous filing, which showed the firm owning 118,368K shares. They have adjusted their portfolio allocation in PM upward by 0.54% over the last quarter.

In contrast, Capital International Investors holds 92,667K shares, now representing 5.95% ownership. This reflects a decrease of 5.22% from their previous report, where they owned 97,503K shares. They have reduced their portfolio allocation in PM by 7.78% in the last quarter.

Capital Research Global Investors reports ownership of 50,846K shares, equating to 3.27%. This indicates a decrease of 10.81% from their prior total of 56,340K shares. Their portfolio allocation in PM has also declined by 11.49% over the quarter.

Conversely, GQG Partners has increased its holdings to 48,747K shares, representing 3.13% ownership—an increase of 12.50% from the previous 42,654K shares. They raised their portfolio allocation in PM by 7.29% over the last quarter.

Finally, VTSMX – Vanguard Total Stock Market Index Fund Investor Shares owns 48,733K shares, which is also 3.13% ownership. This is a decrease of 1.10% from the 49,268K shares previously reported. Their portfolio allocation in PM decreased by 3.37% during the same period.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.