UBS AG (UBS)

Sector:Financials
Super Investor Stats:
Ownership count:3
Ownership rank:206
% of all portfolios:0.064%
Hold Price * :$30.91
History Portfolio Manager Activity Share change % change to portfolio
Q3  2024
Samantha McLemore - Patient Capital Management Reduce 0.34% 6,918 0.01
Viking Global Investors Sell 100.00% 5,186,506 0.59
Q2  2024
Richard Pzena - Hancock Classic Value Reduce 46.99% 533,086 1.37
Samantha McLemore - Patient Capital Management Reduce 13.29% 310,963 0.49
Q1  2024
Dodge & Cox Reduce 23.70% 5,256,200 0.15
Samantha McLemore - Patient Capital Management Reduce 4.53% 111,037 0.17
Q4  2023
Dodge & Cox Reduce 38.33% 13,786,300 0.44
Samantha McLemore - Patient Capital Management Reduce 1.28% 31,675 0.05
Q3  2023
Samantha McLemore - Patient Capital Management Reduce 0.23% 5,653 0.01
Q2  2023
Bill Miller - Miller Value Partners Sell 100.00% 1,178,255 1.57
Q1  2023
Richard Pzena - Hancock Classic Value Reduce 18.41% 163,285 0.23
Q4  2022
Richard Pzena - Hancock Classic Value Reduce 39.40% 576,674 0.66
Q2  2022
Richard Pzena - Hancock Classic Value Reduce 42.18% 1,067,854 0.79
Q1  2021
Lee Ainslie - Maverick Capital Sell 100.00% 10,761 0.00
Q4  2020
Lee Ainslie - Maverick Capital Reduce 82.43% 50,472 0.00
Q3  2020
Richard Pzena - Hancock Classic Value Reduce 18.64% 401,879 0.33
Lee Ainslie - Maverick Capital Reduce 9.05% 6,096 0.00
Q2  2020
Richard Pzena - Hancock Classic Value Reduce 21.97% 607,023 0.46
Q3  2019
Richard Pzena - Hancock Classic Value Reduce 25.19% 649,200 0.34
Q3  2018
David Tepper - Appaloosa Management Sell 100.00% 6,828,480 1.22
Q2  2018
David Tepper - Appaloosa Management Reduce 1.82% 126,919 0.02
Q2  2015
Richard Pzena - Hancock Classic Value Reduce 32.93% 1,265,400 1.23
Q2  2014
Richard Pzena - Hancock Classic Value Sell 100.00% 3,665,326 2.72
Q1  2014
Richard Pzena - Hancock Classic Value Reduce 0.07% 2,428 0.00
Q4  2012
Richard Pzena - Hancock Classic Value Reduce 7.35% 219,400 0.23
Q3  2012
Richard Pzena - Hancock Classic Value Reduce 6.74% 215,500 0.18
Q2  2011
Richard Pzena - Hancock Classic Value Reduce 5.48% 185,425 0.17
Q1  2011
Richard Pzena - Hancock Classic Value Reduce 12.27% 473,450 0.40
Q3  2010
Richard Pzena - Hancock Classic Value Reduce 23.46% 1,142,925 0.93
Q2  2010
Richard Pzena - Hancock Classic Value Reduce 8.47% 451,000 0.27
Q3  2009
Richard Pzena - Hancock Classic Value Reduce 12.96% 630,300 0.47
Q2  2009
Charles Bobrinskoy - Ariel Focus Fund Sell 100.00% 50,220 2.10
Q1  2009
Richard Pzena - Hancock Classic Value Reduce 11.31% 619,925 0.34
Q4  2008
Mason Hawkins - Longleaf Partners Sell 100.00% 14,443,800 2.93

* "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.