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
Thomas Smyth@Bridgewater Advisors Inc.
Recent Activity
Increased 0.1%
0.05%
$459,927
14,279 shares@ 32.22 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 98.86%
0.01%
$401,134
13,230 shares@ 30.33 avg price
Corey Saft@Sivia Capital Partners, Llc
Recent Activity
Decreased -1.74%
0.2%
$399,011
13,160 shares@ 30.32 avg price
Jonathan Seed@Seed Wealth Management, Inc.
Recent Activity
0.33%
$398,253
13,135 shares@ 30.32 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Increased 23.61%
0.03%
$394,024
12,195 shares@ 32.32 avg price
LINDE MURPHY@M.e. Allison & Co., Inc.
Recent Activity
New Position
0.39%
$353,531
11,660 shares@ 30.32 avg price
Keith Greenwald@Aprio Wealth Management, Llc
Recent Activity
Increased 18.6%
0.06%
$345,133
11,383 shares@ 30.33 avg price
Trevor Hodges@Sax Wealth Advisors, Llc
Recent Activity
Decreased -12.31%
0.03%
$341,437
11,261 shares@ 30.33 avg price
Jennifer Street@Claro Advisors Llc
Recent Activity
Decreased -5.04%
0.05%
$308,461
10,174 shares@ 30.32 avg price
Dominic Corabi@Wedmont Private Capital
Recent Activity
Increased 1.1%
0.02%
$299,611
9,273 shares@ 32.32 avg price