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 2024 it was held by 3 managers with an aggregate reported value of $3.12B, which is 0.28% of the combined portfolio.
As of Q4 2024, 3 tracked institutional managers held UBS (UBS Group AG) with an aggregate reported value of $3.12B — 0.28% of the combined AlphaBaseline portfolio.
Get email alerts when a tracked manager trades UBS — sign in or create a free account.
- Source
- Curated SEC 13F filings
- Period
- Q4 2024
- Ticker
- UBS
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Dodge & Cox - Dodge & Cox | 1.30% | Add +0.2% | 73,497,042 | $2.24B |
| 2 | Richard Pzena - Pzena Investment Management | 2.79% | Reduce -3.9% | 29,590,323 | $820.54M |
| 3 | Samantha McLemore - Patient Capital Management | 2.86% | Add +1.0% | 2,042,420 | $61.93M |
Loading holder history for UBS…