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
≡ Viking Global Investors Sell 100.00% 9,128,817 1.14
≡ Richard Pzena - Pzena Investment Management Reduce 10.85% 3,230,218 0.32
≡ Samantha McLemore - Patient Capital Management Add 4.60% 54,629 0.08
≡ Dodge & Cox Funds Reduce 0.06% 20,700 0.00
Q4  2025
≡ Samantha McLemore - Patient Capital Management Reduce 20.89% 313,523 0.56
≡ Viking Global Investors Reduce 30.30% 3,967,743 0.50
≡ Dodge & Cox Funds Reduce 21.05% 8,976,100 0.22
≡ 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
≡ Samantha McLemore - Patient Capital Management Reduce 22.54% 436,790 0.72
≡ Richard Pzena - Pzena Investment Management Reduce 3.74% 1,155,919 0.12
≡ Dodge & Cox Funds Reduce 6.56% 2,994,500 0.07
Q2  2025
≡ Dodge & Cox Funds Reduce 37.15% 26,972,850 0.51
≡ Viking Global Investors Buy 2,580,412 0.25
≡ Samantha McLemore - Patient Capital Management Reduce 5.16% 105,414 0.16
≡ Richard Pzena - Pzena Investment Management Add 5.29% 1,551,567 0.14
Q1  2025
≡ Richard Pzena - Pzena Investment Management Reduce 0.81% 239,498 0.02
≡ Dodge & Cox Funds Reduce 1.21% 888,250 0.02
≡ Samantha McLemore - Patient Capital Management Add 0.03% 633 0.00
Q4  2024
≡ Richard Pzena - Pzena Investment Management Reduce 3.94% 1,212,143 0.11
≡ Samantha McLemore - Patient Capital Management Add 1.01% 20,401 0.03
≡ Dodge & Cox Funds Add 0.17% 125,600 0.00
Q3  2024
≡ Viking Global Investors Sell 100.00% 5,186,506 0.59
≡ Richard Pzena - Pzena Investment Management Add 2.84% 851,231 0.07
≡ Samantha McLemore - Patient Capital Management Reduce 0.34% 6,918 0.01
≡ Dodge & Cox Funds Reduce 0.10% 70,800 0.00
Q2  2024
≡ Viking Global Investors Buy 5,186,506 0.59
≡ Samantha McLemore - Patient Capital Management Reduce 13.29% 310,963 0.49
≡ Richard Pzena - Pzena Investment Management Add 0.95% 280,696 0.03
≡ Dodge & Cox Funds Reduce 2.63% 1,980,700 0.03
Q1  2024
≡ Sarah Ketterer - Causeway Capital Management Sell 100.00% 4,809,753 4.02
≡ Samantha McLemore - Patient Capital Management Reduce 4.53% 111,037 0.17
Q4  2023
≡ Sarah Ketterer - Causeway Capital Management Reduce 46.55% 4,188,922 3.50
≡ Samantha McLemore - Patient Capital Management Reduce 1.28% 31,675 0.05
Q3  2023
≡ Sarah Ketterer - Causeway Capital Management Add 1.07% 95,547 0.07
≡ Samantha McLemore - Patient Capital Management Reduce 0.23% 5,653 0.01
Q2  2023
≡ Samantha McLemore - Patient Capital Management Add 1016.82% 2,265,465 2.56
≡ Bill Miller - Miller Value Partners Sell 100.00% 1,178,255 1.57
≡ Sarah Ketterer - Causeway Capital Management Reduce 7.75% 747,512 0.42
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
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
≡ Lee Ainslie - Maverick Capital Reduce 9.05% 6,096 0.00
Q2  2020
≡ Lee Ainslie - Maverick Capital Buy 67,329 0.02
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
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.