UBS GROUP AG (UBSG.SW) — Hedge Fund Ownership Q1 2026
UBSG.SW
- UBS GROUP AG (UBSG.SW) is held by 3 of 82 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 Patient Capital Management (+5%), highlighting conviction.
- The biggest decreases in UBSG.SW holdings came from Pzena Investment Management (-11%) and Dodge & Cox (-0.1%), suggesting profit-taking or de-risking.
- 1 hedge fund exited UBSG.SW, led by Viking Global Investors (1%).
- Overall, hedge funds decreased exposure to UBS GROUP AG (UBSG.SW) by -17% vs the prior quarter and -41% 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
|
2.65% | 26.5M | -10.85% | -9.56% | $815.7M | $30.73 | — |
| 2 |
Patient Capital Management Samantha McLemore
|
1.81% | 1.2M | +4.60% | -39.21% | $48.5M | $39.07 | — |
| 3 |
Dodge & Cox
|
0.72% | 33.6M | -0.06% | -53.66% | $1.31B | $38.89 | — |
| — |
Viking Global Investors Andreas Halvorsen
|
— | — | EXITED | — | — | — | — |
| 3 | Total | — | 61.4M | -16.71% | -40.93% | $2.17B | — | — |
* 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.