UBS Group AG (UBSG.SW) — Hedge Fund Ownership Q4 2025
UBSG.SW
- UBS Group AG (UBSG.SW) is held by 4 of 81 tracked hedge funds, with Pzena Investment Management (3%) and Patient Capital Management (2%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in UBSG.SW holdings came from Pzena Investment Management (+0.1%), highlighting conviction.
- The biggest decreases in UBSG.SW holdings came from Dodge & Cox (-21%) and Viking Global Investors (-30%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to UBS Group AG (UBSG.SW) by -15% vs the prior quarter and -39% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Pzena Investment Management Richard Pzena
|
3.29% | 29.8M | +0.09% | +0.62% | $1.10B | $36.96 | — |
| 2 |
Patient Capital Management Samantha McLemore
|
2.12% | 1.2M | -20.89% | -41.87% | $55.0M | $46.31 | — |
| 3 |
Viking Global Investors Andreas Halvorsen
|
1.13% | 9.1M | -30.30% | — | $426.0M | $46.66 | — |
| 4 |
Dodge & Cox
|
0.84% | 33.7M | -21.05% | -54.19% | $1.56B | $46.23 | — |
| 4 | Total | — | 73.8M | -15.21% | -38.53% | $3.14B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.