← Top Holdings
UBSUBS Group AG
CUSIP: H42097107
3
Guru Owners
$2.17B
Total Value Held
61.4M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Dodge & Cox | 33644642 | $1.31B | 0.72% | $38.89 | Q1 2026 | |
| Pzena Investment Management | 26544355 | $815.7M | 2.65% | $30.73 | Q1 2026 | |
| Patient Capital Management | 1241955 | $48.5M | 1.77% | $39.07 | Q1 2026 |
📊 Fundamentals
Market Cap$168.6B
P/E Ratio18.4x
Near market avg
Forward P/E12.2x
EPS (TTM)$2.79
Revenue (TTM)$51.3B
Profit Margin17.76%
Div Yield2.14%
Beta0.83
52-Week Range
$34.74
$52.23
Current: $51.44
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 18.4x trailing earnings → 12.2x forward · 17.8% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q1 '263 owners · $2.17B
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
💰 DCF Calculator
DCF valuation isn't suitable for financial companies like banks and insurers — their cash flows work differently.
🏛️ Congressional Trades
UBS: Held by 3 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