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
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 5.43%
0.01%
$25,348
836 shares@ 30.33 avg price
Kevin Hixson@Financial Management Professionals, Inc.
Recent Activity
Increased 28.7%
0.01%
$18,768
619 shares@ 30.32 avg price
Stephanie West@Thurston, Springer, Miller, Herd & Titak, Inc.
Recent Activity
Increased 195.11%
0.01%
$16,461
543 shares@ 30.32 avg price
Lisa Sternberg@Highline Wealth Partners Llc
Recent Activity
Increased 9.43%
0.01%
$4,578
151 shares@ 30.32 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Increased 212.77%
0.01%
$4,457
147 shares@ 30.32 avg price
Bo Hanson@Abound Wealth Management
Recent Activity
Increased 9.31%
0.01%
$1,426
47 shares@ 30.35 avg price