UBS
Ubs Group AG
4 super-investors hold UBS worth a combined $2.20B. The largest position: Richard Pzena at 2.6% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 30 — ranked #377 of 724 scored stocks.
Why super-investors own UBS
Cohort interest in UBS is narrow and static: four managers hold a combined $2.2B, but that figure is dominated by Dodge & Cox ($1.3B) and Richard Pzena ($816M, his highest relative weight at 2.6% of portfolio). Samantha McLemore and Joel Greenblatt round out the group with smaller stakes. Notably, the owner count has held at just one manager for eight consecutive quarters in the longer historical data, suggesting the current four-way ownership reflects relatively recent accumulation that has since plateaued. In 2026Q1, no one in the cohort added, trimmed, started, or exited — the position is entirely unchanged. Interest is neither rising nor fading; it is simply parked.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2018Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 0.7% | 31q | $1.31B | 33,644,642 |
| 2 | Richard Pzena | 2.6% | 40q | $816M | 26,544,355 |
| 3 | Samantha McLemore | 1.8% | 13q | $49M | 1,241,955 |
| 4 | Joel Greenblatt | <0.1% | 36q | $26M | 677,062 |
Owners of UBS also hold
Long US equity 13F-HR filings only. CUSIP H42097107. Not investment advice.