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 ▼ | |
Q2  2024 | |||||
≡ | Viking Global Investors | Buy | 5,186,506 | 0.59 | |
Q3  2023 | |||||
≡ | Dodge & Cox | Add 0.44% | 157,400 | 0.00 | |
Q2  2023 | |||||
≡ | Samantha McLemore - Patient Capital Management | Add 1016.82% | 2,265,465 | 2.56 | |
≡ | Richard Pzena - Hancock Classic Value | Add 56.75% | 410,707 | 0.55 | |
≡ | Dodge & Cox | Add 0.36% | 128,500 | 0.00 | |
Q1  2023 | |||||
≡ | Samantha McLemore - Patient Capital Management | Buy | 222,800 | 2.13 | |
≡ | Bill Miller - Miller Value Partners | Buy | 1,178,255 | 1.57 | |
Q3  2022 | |||||
≡ | Dodge & Cox | Add 4.84% | 1,648,300 | 0.03 | |
Q2  2022 | |||||
≡ | Dodge & Cox | Add 22.49% | 6,248,800 | 0.12 | |
Q1  2022 | |||||
≡ | Dodge & Cox | Buy | 27,783,700 | 0.56 | |
Q3  2021 | |||||
≡ | Richard Pzena - Hancock Classic Value | Add 7.94% | 186,122 | 0.10 | |
Q2  2021 | |||||
≡ | Richard Pzena - Hancock Classic Value | Add 13.45% | 277,989 | 0.17 | |
Q1  2021 | |||||
≡ | Richard Pzena - Hancock Classic Value | Add 17.84% | 313,018 | 0.22 | |
Q2  2020 | |||||
≡ | Lee Ainslie - Maverick Capital | Buy | 67,329 | 0.02 | |
Q1  2020 | |||||
≡ | Richard Pzena - Hancock Classic Value | Add 7.22% | 186,119 | 0.11 | |
Q4  2019 | |||||
≡ | Richard Pzena - Hancock Classic Value | Add 33.67% | 649,200 | 0.36 | |
Q1  2018 | |||||
≡ | David Tepper - Appaloosa Management | Buy | 6,955,399 | 1.31 | |
Q1  2015 | |||||
≡ | Richard Pzena - Hancock Classic Value | Add 4.83% | 177,200 | 0.13 | |
Q3  2014 | |||||
≡ | Richard Pzena - Hancock Classic Value | Buy | 3,665,326 | 2.25 | |
Q4  2013 | |||||
≡ | Richard Pzena - Hancock Classic Value | Add 8.41% | 284,425 | 0.20 | |
Q3  2013 | |||||
≡ | Richard Pzena - Hancock Classic Value | Add 2.64% | 86,932 | 0.08 | |
Q2  2013 | |||||
≡ | Richard Pzena - Hancock Classic Value | Add 5.32% | 166,393 | 0.13 | |
Q1  2013 | |||||
≡ | Richard Pzena - Hancock Classic Value | Add 13.23% | 365,600 | 0.27 | |
Q4  2010 | |||||
≡ | Richard Pzena - Hancock Classic Value | Add 3.48% | 129,675 | 0.10 | |
Q1  2010 | |||||
≡ | Richard Pzena - Hancock Classic Value | Add 25.75% | 1,089,875 | 0.69 | |
Q4  2008 | |||||
≡ | Richard Pzena - Hancock Classic Value | Buy | 5,482,779 | 3.41 | |
≡ | Charles Bobrinskoy - Ariel Focus Fund | Add 18.39% | 7,800 | 0.42 | |
Q2  2008 | |||||
≡ | Mason Hawkins - Longleaf Partners | Add 5.00% | 687,800 | 0.13 | |
≡ | Charles Bobrinskoy - Ariel Focus Fund | Add 5.00% | 2,020 | 0.11 | |
Q1  2008 | |||||
≡ | Mason Hawkins - Longleaf Partners | Add 25.04% | 2,754,600 | 0.79 | |
Q4  2007 | |||||
≡ | Mason Hawkins - Longleaf Partners | Buy | 11,001,400 | 4.53 | |
≡ | Charles Bobrinskoy - Ariel Focus Fund | Add 15.76% | 5,500 | 0.62 | |
Q3  2007 | |||||
≡ | Charles Bobrinskoy - Ariel Focus Fund | Add 77.16% | 15,200 | 1.92 | |
Q2  2007 | |||||
≡ | Charles Bobrinskoy - Ariel Focus Fund | Buy | 19,700 | 2.88 |
* "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.