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UBS

UBS Group AG · XNYS

Season
Q2 2026 · as of Jun 30
Holders
5 of 97 filed · prev 4
Median weight
0.87%
Sector
—
Type
equity · US

Moves4 this quarter

Streakslongest holders · 47 quarters on record

  1. Pzena Caroline Cai, CEO 2.7%47+ quarters
  2. Brandes Kenneth Little, portfolio manager 0.5%47+ quarters
  3. Dodge & Cox David Hoeft, CIO 0.9%32 quarters
  4. Patient Samantha McLemore, CIO 1.6%14 quarters
  5. Viking Andreas Halvorsen, CEO 0.3%new

The record for UBS begins Q4 2014: 47 quarters.

Over time47 quarters, Q4 2014 to Q2 2026

Managers holding5 Q2 2026

Largest weight2.7% Q2 2026

Holders5 of 97 filed

PzenaCaroline Cai, CEO2.66%22,604,129$906Mtrimmed−15%—47+ q
PatientSamantha McLemore, CIO1.57%953,734$47Mtrimmed−23%−0.24 pp14 q
Dodge & CoxDavid Hoeft, CIO0.87%33,630,342$1.7Btrimmed−0%−0.15 pp32 q
BrandesKenneth Little, portfolio manager0.49%1,398,641$69Madded+2%+0.11 pp47+ q
VikingAndreas Halvorsen, CEO0.34%2,435,805$121Mnew+0.34 ppnew