UBS UBS
Financials, filed as UBS GROUP AG (SHS), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab
Bought by 1 manager in 2026 Q2, sold by 2
In 2026 Q3 Richard Pzena trimmed UBS.
Who owns this now
Largest portfolio weights among holders, up to 1.8% (Richard Pzena, Pzena Investment Management). Not free-float ownership.
Who owns UBS
Sorted by value, long equity only, as of 2026 Q3.
| History | |||||
|---|---|---|---|---|---|
| Richard Pzena, Pzena Investment Management | Reduce −32.2% | 15,322,845 | $617M | History |
Congress
3 members of Congress traded UBS in the last three years: 2 buys and 4 sales. 1 member listed it in 2025 annual reports.
- Alan Armstrong Buy $15K–$50K Mar 30 filed Jul 21
-
Bruce Westerman
Sell
$1K–$15K
Apr 21, 2025
filed May 12, 2025
-
Bruce Westerman
Buy
$1K–$15K
Mar 3, 2025
filed Apr 16, 2025
-
Mikie Sherrill
Partial sale
$250K–$500K
Mar 7, 2025
filed Mar 10, 2025
-
Mikie Sherrill
Partial sale
$50K–$100K
May 14, 2024
filed May 15, 2024
-
Mikie Sherrill
Partial sale
$250K–$500K
May 13, 2024
filed May 13, 2024
SEC filings
Recent issuer filings from EDGAR, 25 shown.
| Filed | Form | Detail | Links |
|---|---|---|---|
| SCHEDULE 13G/A | — | Filing Doc | |
| SCHEDULE 13G/A | — | Filing Doc | |
| 6-K | Period Sep 30, 2026 | Filing Doc | |
| 6-K | Period Sep 30, 2026 | Filing Doc | |
| 6-K | Period Sep 30, 2026 | Filing Doc | |
| 6-K | Period Sep 30, 2026 | Filing Doc | |
| 6-K | Period Sep 30, 2026 | Filing Doc | |
| 6-K | Period Sep 30, 2026 | Filing Doc | |
| 6-K | Period Jun 30, 2026 | Filing Doc | |
| SCHEDULE 13G | — | Filing Doc | |
| SCHEDULE 13G | — | Filing Doc | |
| SCHEDULE 13G | — | Filing Doc | |
| SCHEDULE 13G | — | Filing Doc | |
| SCHEDULE 13G/A | — | Filing Doc | |
| SCHEDULE 13G/A | — | Filing Doc | |
| SCHEDULE 13G/A | — | Filing Doc | |
| SCHEDULE 13G/A | — | Filing Doc | |
| SCHEDULE 13G/A | — | Filing Doc | |
| 6-K | Period Jun 30, 2026 | Filing Doc | |
| 6-K | Period Jun 30, 2026 | Filing Doc | |
| 6-K | Period Jul 29, 2026 | Filing Doc | |
| 6-K | Period Jul 29, 2026 | Filing Doc | |
| 6-K | Period Jul 29, 2026 | Filing Doc | |
| 6-K | Period Jul 29, 2026 | Filing Doc | |
| 6-K | Period Jul 29, 2026 | Filing Doc |
No filings match this filter.
Ownership over time
13Fs that reported it each quarter. Click a bar for that quarter’s holders.
Further reading
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- How to Read a Financial Report (Tracy & Tracy) View on Amazon
- Financial Statements QuickStudy Laminated Guide View on Amazon