← Top Holdings
UBSUBS Group AG
CUSIP: H42097107
4
Guru Owners
$3.14B
Total Value Held
73.8M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Dodge & Cox | 33665342 | $1.56B | 0.84% | $46.23 | Q4 2025 | |
| Pzena Investment Management | 29774573 | $1.10B | 3.29% | $36.96 | Q4 2025 | |
| Viking Global Investors | 9128817 | $426.0M | 1.13% | $46.66 | Q4 2025 | |
| Patient Capital Management | 1187326 | $55.0M | 2.12% | $46.31 | Q4 2025 |
📊 Fundamentals
Market Cap$138.5B
P/E Ratio18.6x
Near market avg
Forward P/E11.1x
EPS (TTM)$2.36
Revenue (TTM)$49.6B
Profit Margin15.66%
Div Yield2.51%
Beta0.79
52-Week Range
$28.08
$49.36
Current: $43.82
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 18.6x trailing earnings → 11.1x forward · 15.7% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '254 owners · $3.14B
Q3 '254 owners · $3.32B
Q2 '254 owners · $2.53B
Q1 '253 owners · $3.08B
Q4 '241 owners · $2.24B
Q3 '241 owners · $2.26B
💰 DCF Calculator
DCF valuation isn't suitable for financial companies like banks and insurers — their cash flows work differently.
🏛️ Congressional Trades
UBS: Held by 4 superinvestors · 11 congress member trades
$15,001 - $50,0002025-12-12
$1,001 - $15,0002025-08-08
$50,001 - $100,0002025-05-27
$15,001 - $50,0002025-05-22
$100,001 - $250,0002025-05-22
$100,001 - $250,0002025-04-28
$1,001 - $15,0002025-04-21
$25,000,001 - $50,000,0002025-04-10
$250,001 - $500,0002025-03-07
$1,001 - $15,0002025-03-03
$50,001 - $100,0002024-10-02