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
≡ Samantha McLemore - Patient Capital Management Reduce 13.29% 310,963 0.49
≡ Viking Global Investors Buy 5,186,506 0.59
≡ Richard Pzena - Hancock Classic Value Reduce 46.99% 533,086 1.37
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
≡ Samantha McLemore - Patient Capital Management Reduce 1.28% 31,675 0.05
≡ Dodge & Cox Reduce 38.33% 13,786,300 0.44
Q3  2023
≡ Dodge & Cox Add 0.44% 157,400 0.00
≡ Samantha McLemore - Patient Capital Management Reduce 0.23% 5,653 0.01
Q2  2023
≡ Dodge & Cox Add 0.36% 128,500 0.00
≡ Richard Pzena - Hancock Classic Value Add 56.75% 410,707 0.55
≡ Bill Miller - Miller Value Partners Sell 100.00% 1,178,255 1.57
≡ Samantha McLemore - Patient Capital Management Add 1016.82% 2,265,465 2.56
Q1  2023
≡ Richard Pzena - Hancock Classic Value Reduce 18.41% 163,285 0.23
≡ Bill Miller - Miller Value Partners Buy 1,178,255 1.57
≡ Samantha McLemore - Patient Capital Management Buy 222,800 2.13
Q4  2022
≡ Richard Pzena - Hancock Classic Value Reduce 39.40% 576,674 0.66
Q3  2022
≡ Dodge & Cox Add 4.84% 1,648,300 0.03
Q2  2022
≡ Dodge & Cox Add 22.49% 6,248,800 0.12
≡ Richard Pzena - Hancock Classic Value Reduce 42.18% 1,067,854 0.79
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
≡ Lee Ainslie - Maverick Capital Sell 100.00% 10,761 0.00
≡ Richard Pzena - Hancock Classic Value Add 17.84% 313,018 0.22
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
≡ Richard Pzena - Hancock Classic Value Reduce 18.64% 401,879 0.33
Q2  2020
≡ Lee Ainslie - Maverick Capital Buy 67,329 0.02
≡ Richard Pzena - Hancock Classic Value Reduce 21.97% 607,023 0.46
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
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
Q1  2018
≡ David Tepper - Appaloosa Management Buy 6,955,399 1.31
Q2  2015
≡ Richard Pzena - Hancock Classic Value Reduce 32.93% 1,265,400 1.23
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
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  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  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
Q4  2010
≡ Richard Pzena - Hancock Classic Value Add 3.48% 129,675 0.10
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
Q1  2010
≡ Richard Pzena - Hancock Classic Value Add 25.75% 1,089,875 0.69
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
≡ Charles Bobrinskoy - Ariel Focus Fund Add 18.39% 7,800 0.42
≡ Mason Hawkins - Longleaf Partners Sell 100.00% 14,443,800 2.93
≡ Richard Pzena - Hancock Classic Value Buy 5,482,779 3.41
Q2  2008
≡ Charles Bobrinskoy - Ariel Focus Fund Add 5.00% 2,020 0.11
≡ Mason Hawkins - Longleaf Partners Add 5.00% 687,800 0.13
Q1  2008
≡ Mason Hawkins - Longleaf Partners Add 25.04% 2,754,600 0.79
Q4  2007
≡ Charles Bobrinskoy - Ariel Focus Fund Add 15.76% 5,500 0.62
≡ Mason Hawkins - Longleaf Partners Buy 11,001,400 4.53
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.