← Top Holdings

UBSUBS Group AG

CUSIP: H42097107

4

Guru Owners

$2.74B

Total Value Held

59.6M

Total Shares

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$829.1M$1.66B$2.49B$3.32BQ4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26

Quarter-by-Quarter Activity

Q2 '264 owners · $2.74B
REDUCEDDodge & Cox$1.67B
REDUCEDRichard Pzena$905.5M
NEWAndreas Halvorsen$120.8M
INCREASEDSamantha McLemore$47.3M
Q1 '263 owners · $2.17B
REDUCEDDodge & Cox$1.31B
REDUCEDRichard Pzena$815.7M
INCREASEDSamantha McLemore$48.5M
SOLDAndreas Halvorsen
Q4 '254 owners · $3.14B
REDUCEDDodge & Cox$1.56B
INCREASEDRichard Pzena$1.10B
INCREASEDAndreas Halvorsen$426.0M
REDUCEDSamantha McLemore$55.0M
Q3 '254 owners · $3.32B
REDUCEDDodge & Cox$1.75B
REDUCEDRichard Pzena$967.1M
REDUCEDAndreas Halvorsen$534.9M
REDUCEDSamantha McLemore$61.5M
Q2 '254 owners · $2.53B
REDUCEDDodge & Cox$1.54B
INCREASEDRichard Pzena$829.7M
NEWAndreas Halvorsen$87.3M
REDUCEDSamantha McLemore$65.5M
Q1 '253 owners · $3.08B
REDUCEDDodge & Cox$2.22B
NEWRichard Pzena$788.7M
NEWSamantha McLemore$62.6M

🏛️ Congressional Trades

UBS: Held by 4 superinvestors · 12 congress member trades

SELLSheri BiggsR
$15,001 - $50,0002025-12-12
BUYRo KhannaD
$1,001 - $15,0002025-08-08
BUYRo KhannaD
$50,001 - $100,0002025-05-27
BUYRo KhannaD
$15,001 - $50,0002025-05-22
BUYRo KhannaD
$100,001 - $250,0002025-05-22
BUYRo KhannaD
$100,001 - $250,0002025-04-28
SELLBruce WestermanR
$1,001 - $15,0002025-04-21
SELLDarrell IssaR
$25,000,001 - $50,000,0002025-04-10
SELLMikie SherrillD
$250,001 - $500,0002025-03-07
SELLMikie SherrillD
$250,001 - $500,0002025-03-07
BUYBruce WestermanR
$1,001 - $15,0002025-03-03
BUYRo KhannaD
$50,001 - $100,0002024-10-02