UBS
UBS Group AG ·
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UBS Group AG (UBS) is held by 10 tracked hedge fund(s) and traded by 2 member(s) of Congress. Largest tracked holder: Fisher Asset Management, LLC.
| Fund | % of portfolio | Shares | Value | Latest activity | Avg buy price | Date |
|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC Ken Fisher |
0.9% | 66.1M | $2.6B | ▲ 3.1% (+2.0M) | $32.40 | 2026-03-31 |
| Dodge & Cox Dodge & Cox |
0.7% | 33.6M | $1.3B | — | $21.43 | 2026-03-31 |
| SIH Partners, LLLP SIH Partners, LLLP |
11.0% | 21.3M | $834M | ▲ 18% (+3.2M) | $35.96 | 2026-03-31 |
| PZENA INVESTMENT MANAGEMENT LLC Richard Pzena |
2.6% | 26.5M | $816M | ▼ 11% (−3.2M) | $28.82 | 2026-03-31 |
| Ninety One UK Ltd Ninety One UK Ltd |
0.8% | 8.7M | $332M | ▼ 1.6% (−142K) | $41.14 | 2026-03-31 |
| CAISSE DES DEPOTS ET CONSIGNATIONS CAISSE DES DEPOTS ET CONSIGNATIONS |
4.9% | 7.8M | $299M | ▼ 1.4% (−110K) | $30.64 | 2026-03-31 |
| WCM INVESTMENT MANAGEMENT, LLC WCM INVESTMENT MANAGEMENT, LLC |
0.5% | 5.9M | $215M | ▲ 12% (+639K) | $31.31 | 2026-03-31 |
| BANQUE PICTET & CIE SA BANQUE PICTET & CIE SA |
0.5% | 1.7M | $64M | ▲ 9.6% (+145K) | $31.87 | 2026-03-31 |
| ABN AMRO Bank N.V. ABN AMRO Bank N.V. |
0.6% | 1.5M | $57M | ▼ 22% (−421K) | $32.99 | 2026-03-31 |
| ANTIPODES PARTNERS Ltd ANTIPODES PARTNERS Ltd |
0.4% | 587K | $22M | ▼ 34% (−303K) | $30.76 | 2026-03-31 |
FAQ ▾
Which hedge funds hold UBS?
Tracked holders include: Fisher Asset Management, LLC, Dodge & Cox, SIH Partners, LLLP, PZENA INVESTMENT MANAGEMENT LLC.
How much smart money owns UBS?
10 tracked hedge fund(s) and 2 member(s) of Congress have disclosed positions.
Are members of Congress trading UBS?
Yes — 2 member(s) have disclosed UBS trades. See the Congress tab.
Where does this data come from?
SEC 13F filings (funds), Form 4 (insiders) and STOCK Act reports (Congress).
Sourced from SEC 13F, Form 4 & STOCK Act filings · Not investment advice ▾
Ownership from SEC filings; price from market data.
Published by WealthFile · Not investment advice.