UBS AG (UBS)

Sector:Financials
Super Investor Stats:
Ownership count:3
Ownership rank:219
% of all portfolios:0.082%
Hold Price * :$30.83
History Portfolio Manager Activity ▼ Share change % change to portfolio
Q1  2024
≡ Dodge & Cox Reduce 23.70% 5,256,200 0.15
Q4  2023
≡ Samantha McLemore - Patient Capital Management Reduce 1.28% 31,675 0.05
≡ Dodge & Cox Reduce 38.33% 13,786,300 0.44
Q3  2023
≡ Samantha McLemore - Patient Capital Management Reduce 0.23% 5,653 0.01
Q2  2023
≡ Bill Miller - Miller Value Partners Sell 100.00% 1,178,255 1.57
Q1  2023
≡ Richard Pzena - Hancock Classic Value Reduce 18.41% 163,285 0.23
Q4  2022
≡ Richard Pzena - Hancock Classic Value Reduce 39.40% 576,674 0.66
Q2  2022
≡ Richard Pzena - Hancock Classic Value Reduce 42.18% 1,067,854 0.79
Q1  2021
≡ Lee Ainslie - Maverick Capital Sell 100.00% 10,761 0.00
Q4  2020
≡ Lee Ainslie - Maverick Capital Reduce 82.43% 50,472 0.00
Q3  2020
≡ Lee Ainslie - Maverick Capital Reduce 9.05% 6,096 0.00
≡ Richard Pzena - Hancock Classic Value Reduce 18.64% 401,879 0.33
Q2  2020
≡ Richard Pzena - Hancock Classic Value Reduce 21.97% 607,023 0.46
Q3  2019
≡ Richard Pzena - Hancock Classic Value Reduce 25.19% 649,200 0.34
Q3  2018
≡ David Tepper - Appaloosa Management Sell 100.00% 6,828,480 1.22
Q2  2018
≡ David Tepper - Appaloosa Management Reduce 1.82% 126,919 0.02
Q2  2015
≡ Richard Pzena - Hancock Classic Value Reduce 32.93% 1,265,400 1.23
Q2  2014
≡ Richard Pzena - Hancock Classic Value Sell 100.00% 3,665,326 2.72
Q1  2014
≡ Richard Pzena - Hancock Classic Value Reduce 0.07% 2,428 0.00
Q4  2012
≡ Richard Pzena - Hancock Classic Value Reduce 7.35% 219,400 0.23
Q3  2012
≡ Richard Pzena - Hancock Classic Value Reduce 6.74% 215,500 0.18
Q2  2011
≡ Richard Pzena - Hancock Classic Value Reduce 5.48% 185,425 0.17
Q1  2011
≡ Richard Pzena - Hancock Classic Value Reduce 12.27% 473,450 0.40
Q3  2010
≡ Richard Pzena - Hancock Classic Value Reduce 23.46% 1,142,925 0.93
Q2  2010
≡ Richard Pzena - Hancock Classic Value Reduce 8.47% 451,000 0.27
Q3  2009
≡ Richard Pzena - Hancock Classic Value Reduce 12.96% 630,300 0.47
Q2  2009
≡ Charles Bobrinskoy - Ariel Focus Fund Sell 100.00% 50,220 2.10
Q1  2009
≡ Richard Pzena - Hancock Classic Value Reduce 11.31% 619,925 0.34
Q4  2008
≡ Mason Hawkins - Longleaf Partners Sell 100.00% 14,443,800 2.93

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.