Ubs Group Ag-Reg
UBSHeld by 5 superinvestors.
SEC 13F · holders
Superinvestors Holding This Security
5 holders · $2.80B combined · this quarter +1 opened / -0 exited
- Value$1.67BWeight (prev→now)0.7% → 0.9% ▲
- Value$905.5MWeight (prev→now)2.6% → 2.7% ▲
- Value$120.8MWeight (prev→now)New · 0.3%
- Value$65.0MWeight (prev→now)0.1% → 0.1% ▲
- Value$47.3MWeight (prev→now)1.8% → 1.6% ▼
SEC 13F · notes
Written summary
Written summary
Ubs Group Ag-Reg (UBS) is held by 5 of the superinvestors tracked on Compounder, with a combined $2.80B in reported 13F value. The largest position belongs to Dodge & Cox, where it makes up 0.9% of the portfolio.
Other notable holders by value include Richard Pzena (2.7% of its book), Andreas Halvorsen (0.3% of its book) and Jeremy Grantham (0.1% of its book).
Over the latest quarter, 1 of the tracked filers opened a new position in UBS, 1 added to existing ones, 3 trimmed, and 0 sold out entirely.
Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-06-30. 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.
SEC 13F · co-ownership
Also held by these investors
Investors holding Ubs Group Ag-Reg (UBS) also commonly hold →
- Cvs Health CorpCVS5 holders
- Jpmorgan Chase & CoJPM5 holders
- Microsoft CorpMSFT4 holders
- Meta Platforms Inc-Class AMETA4 holders
- Amazon.Com IncAMZN4 holders
- Alphabet Inc-Cl AGOOGL4 holders
See which stocks look cheap against a conservative value band. Browse all valued stocks
Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-14
Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.
Stay Updated
New-quarter 13F moves and valuation updates, to your inbox.