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
Brian D. Mitchell@Mitchell & Pahl Private Wealth, Llc
Recent Activity
Increased 4.1%
0.79%
$1.68M
55,397 shares@ 30.32 avg price
Lynn L. Chen-Zhang@Zhang Financial Llc
Recent Activity
Increased 16.09%
0.07%
$1.219M
40,211 shares@ 30.33 avg price
Patricia Watson@Baker Ellis Asset Management Llc
Recent Activity
Decreased -4.08%
0.18%
$1.21M
39,900 shares@ 30.32 avg price
Sean T. Cleary@Ballentine Partners, Llc
Recent Activity
Increased 11.15%
0.02%
$1.131M
37,309 shares@ 30.33 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 21.72%
0.02%
$1.128M
37,205 shares@ 30.32 avg price
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
Increased 19.3%
0.1%
$1.197M
37,054 shares@ 32.31 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Increased 22.56%
0.06%
$1.099M
36,260 shares@ 30.33 avg price
Amy King@Kathmere Capital Management, Llc
Recent Activity
Increased 3.92%
0.1%
$1.054M
34,747 shares@ 30.32 avg price
Christina Duncan@Trivant Custom Portfolio Group, Llc
Recent Activity
Decreased -2.6%
0.57%
$972,090
32,061 shares@ 30.33 avg price
Lianna Figueroa@First Hawaiian Bank
Recent Activity
Decreased -3.08%
0.03%
$822,096
27,114 shares@ 30.32 avg price