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 Q4 2023 it was held by 5 managers with an aggregate reported value of $3.95B, which is 0.35% of the combined portfolio.
As of Q4 2023, 5 tracked institutional managers held UBS (UBS Group AG) with an aggregate reported value of $3.95B — 0.35% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q4 2023
- Ticker
- UBS
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Dodge & Cox - Dodge & Cox | 1.82% | Reduce -32.6% | 92,331,951 | $2.86B |
| 2 | Richard Pzena - Pzena Investment Management | 2.96% | Add +392.8% | 30,145,113 | $786.79M |
| 3 | Sarah Ketterer - Causeway Capital Management | 3.80% | Reduce -46.5% | 4,809,753 | $149.13M |
| 4 | Samantha McLemore - Patient Capital Management | 4.01% | Reduce -1.3% | 2,450,937 | $75.73M |
| 5 | Stanley Druckenmiller - Duquesne Family Office LLC | 2.41% | Add +10.6% | 2,414,735 | $74.89M |
Loading holder history for UBS…