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
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Exited
0%
$3.198M
98,850 shares@ 32.36 avg price
Marcus L. Ware@Harbour Capital Advisors, Llc
Recent Activity
Exited
0%
$564,966
17,890 shares@ 31.58 avg price
Richard Buchan@180 Wealth Advisors, Llc
Recent Activity
Exited
0%
$203,666
6,589 shares@ 30.92 avg price
Jean Elzayek@Householder Group Estate & Retirement Specialist, Llc
Recent Activity
Exited
0%
$26,000
867 shares@ 29.99 avg price
David Seiglie@Grove Bank & Trust
Recent Activity
Exited
0%
$15,579
504 shares@ 30.92 avg price
James Langer@Redmont Wealth Advisors Llc
Recent Activity
Exited
0%
$14,682
475 shares@ 30.91 avg price
Shannon Streich@Hoese & Co Llp
Recent Activity
Exited
0%
$6,180
200 shares@ 30.9 avg price
Georgann Ramage@West Branch Capital Llc
Recent Activity
Exited
0%
$128
4 shares@ 32.0 avg price