Compounder

Ubs Group Ag-Reg

Held by 3 superinvestors (UBS).

Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.

Ownership · 13F consensus

Who's buying it

Institutional ownership aggregated across funds — consensus strength and this quarter's moves. Describes actions, not advice.

3 superinvestors hold it · $2.17B combined

This quarter1 added2 trimmed1 exited

Largest holder Dodge & Cox

Held by 3 superinvestors of Ubs Group Ag-Reg (UBS); this quarter 1 added, 2 trimmed, 1 exited (as of 2026-03-31).

13F positions are self-reported and can lag up to 45 days. Informational only — not investment advice.

Superinvestors Holding This Security

Exited this quarter (1)

Ownership overview

Ubs Group Ag-Reg (UBS) is held by 3 of the superinvestors tracked on Compounder, with a combined $2.17B in reported 13F value. The largest position belongs to Dodge & Cox, where it makes up 0.7% of the portfolio.

Other notable holders by value include Richard Pzena (2.6% of its book) and Samantha McLemore (1.8% of its book).

Over the latest quarter, 0 of the tracked filers opened a new position in UBS, 1 added to existing ones, 2 trimmed, and 1 sold out entirely.

Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-03-31. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.

Holders over time

Superinvestors holding this security over the last 8 quarters: 4 → 3.

Early quarters may understate holder counts due to data backfill — read the slope with care.

Key facts & links

Ticker
UBS
Total value held
$2.17B
Largest holder
Dodge & Cox
External

Sources· SEC EDGAR 13F as of 2026-05-15

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