D.E. Shaw & Co

D.E. Shaw & Co’s UBS Group UBS Stock Holding History

D.E. Shaw & Co’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.84M	Buy	124,000 +44,300	+56%	+$1.9M	﹤0.01%	2202
2025 Q4	$3.69M	Buy	79,700 +43,700	+121%	+$1.77M	﹤0.01%	2564
2025 Q3	$1.48M	Hold	36,000	–	–	﹤0.01%	3195
2025 Q2	$1.22M	Hold	36,000	–	–	﹤0.01%	3100
2025 Q1	$1.1M	Sell	36,000 -60,300	-63%	-$2.01M	﹤0.01%	3027
2024 Q4	$2.92M	Hold	96,300	–	–	﹤0.01%	2417
2024 Q3	$2.98M	Hold	96,300	–	–	﹤0.01%	2382
2024 Q2	$2.84M	Hold	96,300	–	–	﹤0.01%	2310
2024 Q1	$2.96M	Buy	96,300 +36,000	+60%	+$1.06M	﹤0.01%	2316
2023 Q4	$1.86M	Hold	60,300	–	–	﹤0.01%	2723
2023 Q3	$1.49M	Buy	+60,300	New	+$1.41M	﹤0.01%	2811
2023 Q2	–	Sell	-215,600	Closed	-$4.6M	–	4611
2023 Q1	$4.6M	Sell	215,600 -258,300	-55%	-$5.39M	0.01%	2002
2022 Q4	$8.85M	Buy	+473,900	New	+$8.06M	0.02%	1552

Other funds holding UBS

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return