UBS

Ubs Group Ag-reg

Latest period2024 - Q4Total superinvestors72

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 72 superinvestors own shares of Ubs Group Ag-reg (UBS), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ubs Group Ag-reg (UBS), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ubs Group Ag-reg (UBS) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ubs Group Ag-reg (UBS) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Teodora Harrop@Border To Coast Pensions Partnership Ltd
Recent Activity
Increased 15.02%
1.26%
$63.908M
2.09M shares@ 30.58 avg price
Helmut A. Friedrich@Systrade Ag
Recent Activity
Increased 2.07%
21.3%
$12.478M
495,000 shares@ 25.21 avg price
Erin E Antill@Janney Capital Management Llc
Recent Activity
Decreased -1.69%
0.94%
$14.062M
463,791 shares@ 30.32 avg price
Philip A. Noonan@Contravisory Investment Management, Inc.
Recent Activity
Decreased -0.95%
2.06%
$9.596M
316,505 shares@ 30.33 avg price
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Increased 1.57%
0.15%
$7.873M
259,679 shares@ 30.32 avg price
Patricia Hatzfeld@Ritholtz Wealth Management
Recent Activity
Increased 16.56%
0.19%
$6.27M
206,803 shares@ 30.33 avg price
Dr. Dr. Heimo Ploessnig@Assenagon Asset Management S.a.
Recent Activity
Decreased -4.19%
0.01%
$6.152M
201,064 shares@ 30.6 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 1.07%
0.01%
$3.277M
106,019 shares@ 30.92 avg price
Matthew G. Catlin@Wealth Alliance Advisory Group, Llc
Recent Activity
Decreased -0.26%
0.41%
$1.922M
63,400 shares@ 30.32 avg price
John Brocker@Legacy Wealth Asset Management, Llc
Recent Activity
Decreased -0.63%
0.5%
$1.829M
60,322 shares@ 30.32 avg price