UBS AG (UBS)

Sector:Financials
Super Investor Stats:
Ownership count:3
Ownership rank:299
% of all portfolios:0.066%
Hold Price * :$34.78
History Portfolio Manager Activity ▼ Share change % change to portfolio
Q1  2026
≡ Samantha McLemore - Patient Capital Management Add 4.60% 54,629 0.08
Q4  2025
≡ Richard Pzena - Pzena Investment Management Add 0.09% 28,100 0.00
Q3  2025
≡ Viking Global Investors Add 407.54% 10,516,148 1.12
Q2  2025
≡ Richard Pzena - Pzena Investment Management Add 5.29% 1,551,567 0.14
≡ Viking Global Investors Buy 2,580,412 0.25
Q1  2025
≡ Samantha McLemore - Patient Capital Management Add 0.03% 633 0.00
Q4  2024
≡ Samantha McLemore - Patient Capital Management Add 1.01% 20,401 0.03
≡ Dodge & Cox Funds Add 0.17% 125,600 0.00
Q3  2024
≡ Richard Pzena - Pzena Investment Management Add 2.84% 851,231 0.07
Q2  2024
≡ Richard Pzena - Pzena Investment Management Add 0.95% 280,696 0.03
≡ Viking Global Investors Buy 5,186,506 0.59
Q3  2023
≡ Sarah Ketterer - Causeway Capital Management Add 1.07% 95,547 0.07
Q2  2023
≡ Samantha McLemore - Patient Capital Management Add 1016.82% 2,265,465 2.56
Q1  2023
≡ Sarah Ketterer - Causeway Capital Management Buy 9,650,640 5.11
≡ Samantha McLemore - Patient Capital Management Buy 222,800 2.13
≡ Bill Miller - Miller Value Partners Buy 1,178,255 1.57
Q2  2020
≡ Lee Ainslie - Maverick Capital Buy 67,329 0.02
Q1  2018
≡ David Tepper - Appaloosa Management Buy 6,955,399 1.31

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.