UBS
Ubs Group AG
5 of the 83 super-investors we track hold UBS, worth a combined $2.76B per their latest 13F filings. The largest position: Richard Pzena at 2.7% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 28 of 100 (how strongly the cohort backs it) — ranked #419 of 742 stocks. Conviction rising: 1 more super-investor hold it than in 2026Q1.
Why super-investors own UBS
UBS is held by 5 super-investors in our cohort, with a combined position value of $2.8B. The highest-conviction owner is Richard Pzena at 2.7% of their portfolio. This quarter the cohort registered 1 trimmed.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 0.9% | 32q | $1.67B | 33,630,342 |
| 2 | Richard Pzena | 2.7% | 40q | $906M | 22,604,129 |
| 3 | Viking Global Investors | 0.3% | 5q | $121M | 2,435,805 |
| 4 | Samantha McLemore | 1.6% | 14q | $47M | 953,734 |
| 5 | Joel Greenblatt | <0.1% | 36q | $17M | 336,523 |
Owners of UBS also hold
Congress is trading UBS
Congress tracker →- Bruce Westermansold$1,001 - $15,000 · 2025-04-21
- Mikie Sherrillsold$250,001 - $500,000 · 2025-03-07
- Bruce Westermanbought$1,001 - $15,000 · 2025-03-03
- Mikie Sherrillsold$50,001 - $100,000 · 2024-05-14
- Mikie Sherrillsold$250,001 - $500,000 · 2024-05-13
- Daniel Goldmansold$100,001 - $250,000 · 2023-07-10
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Samantha McLemore | TRIM | 1.6% | -23% | $47M | Aug 13, 2026 |
Long US equity 13F-HR filings only. CUSIP H42097107. Not investment advice.