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
Dodge & Cox Add 0.36% 128,500 0.00
Richard Pzena - Hancock Classic Value Add 56.75% 410,707 0.55
Samantha McLemore - Patient Capital Management Add 1016.82% 2,265,465 2.56
Q1  2023
Bill Miller - Miller Value Partners Buy 1,178,255 1.57
Samantha McLemore - Patient Capital Management Buy 222,800 2.13
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
Charles Bobrinskoy - Ariel Focus Fund Add 18.39% 7,800 0.42
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.