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UBS —
UBS GROUP AG
CUSIP: H42097107 · Held by 6 superinvestors · Combined value: $3,217,611,030
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Dodge & Cox | 0.8% | $1,556,249,860 | 33,665,342 | REDUCE | -8,976,100 |
| 2 | Richard Pzena | 3.3% | $1,100,468,200 | 29,774,573 | ADD | +28,100 |
| 3 | Andreas Halvorsen | 1.1% | $425,957,677 | 9,128,817 | REDUCE | -3,967,743 |
| 4 | Ken Griffin | 0.0% | $70,383,003 | 1,519,823 | REDUCE | -104,549 |
| 5 | Samantha McLemore | 2.1% | $54,985,061 | 1,187,326 | REDUCE | -313,523 |
| 6 | Jim Simons | 0.0% | $9,567,229 | 206,591 | REDUCE | -1,396,600 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Richard Pzena | ADD | +28,100 | +0.1% |
| Andreas Halvorsen | REDUCE | -3,967,743 | -30.3% |
| Dodge & Cox | REDUCE | -8,976,100 | -21.1% |
| Jim Simons | REDUCE | -1,396,600 | -87.1% |
| Ken Griffin | REDUCE | -104,549 | -6.4% |
| Samantha McLemore | REDUCE | -313,523 | -20.9% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Andreas Halvorsen | ADD | +10,516,148 | +407.5% |
| Ken Griffin | ADD | +559,038 | +52.5% |
| Dodge & Cox | REDUCE | -2,994,500 | -6.6% |
| Jim Simons | REDUCE | -874,700 | -35.3% |
| Richard Pzena | REDUCE | -1,155,919 | -3.7% |
| Samantha McLemore | REDUCE | -436,790 | -22.5% |
Who Owns UBS? Superinvestor Holdings
UBS GROUP AG is held by 6 tracked superinvestors, with a combined position value of $3.2 billion . The largest positions are held by Dodge & Cox (0.8% of portfolio), Richard Pzena (3.3% of portfolio), Andreas Halvorsen (1.1% of portfolio).
In the most recent quarter, 1 superinvestor added or initiated positions while 5 reduced or exited.