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UBS - UBS Group AG

This page shows which of the focused investors we track hold UBS and how their positions changed, so you can see how much conviction the group has in the stock.

In Q3 2023 it was held by 5 managers with an aggregate reported value of $3.87B, which is 0.37% of the combined portfolio.

As of Q3 2023, 5 tracked institutional managers held UBS (UBS Group AG) with an aggregate reported value of $3.87B0.37% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q3 2023
Ticker
UBS

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Dodge & Cox - Dodge & Cox2.28%Reduce -11.9%136,903,417$3.38B
2Sarah Ketterer - Causeway Capital Management5.89%Add +1.1%8,998,675$223.14M
3Richard Pzena - Pzena Investment Management0.65%Reduce -0.4%6,117,608$150.8M
4Samantha McLemore - Patient Capital Management3.59%Reduce -0.2%2,482,612$61.2M
5Stanley Druckenmiller - Duquesne Family Office LLC1.94%Add +187.5%2,183,445$54.06M
Loading holder history for UBS