UBS

Ubs Group Ag-reg

Latest period2024 - Q4Total superinvestors72

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Jeffrey A. Smith@Atomi Financial Group, Inc. Recent Activity Increased 22.56%	0.06%	$1.099M 36,260 shares@ 30.33 avg price	Increased 22.56%
Amy King@Kathmere Capital Management, Llc Recent Activity Increased 3.92%	0.1%	$1.054M 34,747 shares@ 30.32 avg price	Increased 3.92%
Thomas Smyth@Bridgewater Advisors Inc. Recent Activity Increased 0.1%	0.05%	$459,927 14,279 shares@ 32.22 avg price	Increased 0.1%
W. Travis McKinney@Hb Wealth Management, Llc Recent Activity Increased 98.86%	0.01%	$401,134 13,230 shares@ 30.33 avg price	Increased 98.86%
Janice M. Powell@Diversify Advisory Services, Llc Recent Activity Increased 23.61%	0.03%	$394,024 12,195 shares@ 32.32 avg price	Increased 23.61%
Keith Greenwald@Aprio Wealth Management, Llc Recent Activity Increased 18.6%	0.06%	$345,133 11,383 shares@ 30.33 avg price	Increased 18.6%
Dominic Corabi@Wedmont Private Capital Recent Activity Increased 1.1%	0.02%	$299,611 9,273 shares@ 32.32 avg price	Increased 1.1%
Anthony Blagrove@Traveka Wealth, Llc Recent Activity Increased 0.93%	0.14%	$238,133 7,854 shares@ 30.32 avg price	Increased 0.93%
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb Recent Activity Increased 23.03%	0.01%	$158,452 5,226 shares@ 30.32 avg price	Increased 23.03%
Jessica Salas@Umb Bank, N.a. Recent Activity Increased 5.79%	0.01%	$112,517 3,711 shares@ 30.32 avg price	Increased 5.79%