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
Jennifer Street@Claro Advisors Llc
Recent Activity
Decreased -5.04%
0.05%
$308,461
10,174 shares@ 30.32 avg price
SUSAN C GAVINSKI@Chicago Trust Co Na
Recent Activity
Decreased -1.48%
0.05%
$233,827
7,712 shares@ 30.32 avg price
AMJ Sarabia@First City Capital Management, Inc.
Recent Activity
Decreased -0.06%
0.12%
$217,061
7,159 shares@ 30.33 avg price
BRUCE G ALLEN@Bruce G. Allen Investments, Llc
Recent Activity
Decreased -2.97%
0.1%
$117,520
3,876 shares@ 30.32 avg price
Kevyn Morgareidge@Hilltop National Bank
Recent Activity
Decreased -2.48%
0.03%
$76,073
2,509 shares@ 30.33 avg price
Kurt Ahrens@Mendota Financial Group, Llc
Recent Activity
Decreased -32.3%
0.01%
$1,335
44 shares@ 30.35 avg price