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 |
| ≡ |
Dodge & Cox Funds |
Reduce 0.06% |
20,700 |
0.00 |
| ≡ |
Richard Pzena - Pzena Investment Management |
Reduce 10.85% |
3,230,218 |
0.32 |
| ≡ |
Viking Global Investors |
Sell 100.00% |
9,128,817 |
1.14 |
| Q4 2025 |
| ≡ |
Dodge & Cox Funds |
Reduce 21.05% |
8,976,100 |
0.22 |
| ≡ |
Viking Global Investors |
Reduce 30.30% |
3,967,743 |
0.50 |
| ≡ |
Samantha McLemore - Patient Capital Management |
Reduce 20.89% |
313,523 |
0.56 |
| Q3 2025 |
| ≡ |
Dodge & Cox Funds |
Reduce 6.56% |
2,994,500 |
0.07 |
| ≡ |
Richard Pzena - Pzena Investment Management |
Reduce 3.74% |
1,155,919 |
0.12 |
| ≡ |
Samantha McLemore - Patient Capital Management |
Reduce 22.54% |
436,790 |
0.72 |
| Q2 2025 |
| ≡ |
Samantha McLemore - Patient Capital Management |
Reduce 5.16% |
105,414 |
0.16 |
| ≡ |
Dodge & Cox Funds |
Reduce 37.15% |
26,972,850 |
0.51 |
| Q1 2025 |
| ≡ |
Dodge & Cox Funds |
Reduce 1.21% |
888,250 |
0.02 |
| ≡ |
Richard Pzena - Pzena Investment Management |
Reduce 0.81% |
239,498 |
0.02 |
| Q4 2024 |
| ≡ |
Richard Pzena - Pzena Investment Management |
Reduce 3.94% |
1,212,143 |
0.11 |
| Q3 2024 |
| ≡ |
Dodge & Cox Funds |
Reduce 0.10% |
70,800 |
0.00 |
| ≡ |
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 |
| ≡ |
Dodge & Cox Funds |
Reduce 2.63% |
1,980,700 |
0.03 |
| ≡ |
Samantha McLemore - Patient Capital Management |
Reduce 13.29% |
310,963 |
0.49 |
| Q1 2024 |
| ≡ |
Samantha McLemore - Patient Capital Management |
Reduce 4.53% |
111,037 |
0.17 |
| ≡ |
Sarah Ketterer - Causeway Capital Management |
Sell 100.00% |
4,809,753 |
4.02 |
| Q4 2023 |
| ≡ |
Samantha McLemore - Patient Capital Management |
Reduce 1.28% |
31,675 |
0.05 |
| ≡ |
Sarah Ketterer - Causeway Capital Management |
Reduce 46.55% |
4,188,922 |
3.50 |
| Q3 2023 |
| ≡ |
Samantha McLemore - Patient Capital Management |
Reduce 0.23% |
5,653 |
0.01 |
| Q2 2023 |
| ≡ |
Sarah Ketterer - Causeway Capital Management |
Reduce 7.75% |
747,512 |
0.42 |
| ≡ |
Bill Miller - Miller Value Partners |
Sell 100.00% |
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 |
| 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 |
* "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.