Jim Simons
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Jim Simons’s UBS Group UBS Stock Holding History

Jim Simons’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 		$26.8M Buy
686,991
+480,400
+233% +$20.6M 0.04% 542
2025
Q4 		$9.57M Sell
206,591
-1,396,600
-87% -$56.4M 0.01% 938
2025
Q3 		$65.7M Sell
1,603,191
-874,700
-35% -$34M 0.09% 260
2025
Q2 		$83.8M Buy
2,477,891
+1,386,500
+127% +$42.9M 0.11% 190
2025
Q1 		$33.4M Buy
1,091,391
+463,000
+74% +$15.4M 0.05% 457
2024
Q4 		$19.1M Sell
628,391
-395,000
-39% -$12.5M 0.03% 696
2024
Q3 		$31.6M Buy
1,023,391
+409,300
+67% +$12.3M 0.05% 478
2024
Q2 		$18.1M Sell
614,091
-487,700
-44% -$14.5M 0.03% 638
2024
Q1 		$33.8M Buy
1,101,791
+601,400
+120% +$17.8M 0.05% 429
2023
Q4 		$15.5M Sell
500,391
-337,600
-40% -$8.88M 0.02% 733
2023
Q3 		$20.7M Sell
837,991
-155,421
-16% -$3.63M 0.04% 560
2023
Q2 		$20.1M Buy
+993,412
New +$20M 0.03% 673
2021
Q4 		– Sell
-130,000
Closed -$2.07M – 4233
2021
Q3 		$2.07M Buy
+130,000
New +$2.11M ﹤0.01% 2059
2021
Q1 		– Sell
-86,700
Closed -$1.23M – 3720
2020
Q4 		$1.23M Sell
86,700
-2,179,900
-96% -$28.9M ﹤0.01% 2401
2020
Q3 		$25.3M Sell
2,266,600
-3,275,100
-59% -$39.3M 0.03% 624
2020
Q2 		$64M Sell
5,541,700
-3,876,700
-41% -$39.9M 0.06% 361
2020
Q1 		$87.2M Sell
9,418,400
-1,542,700
-14% -$17.8M 0.08% 239
2019
Q4 		$138M Buy
10,961,100
+1,606,600
+17% +$19.1M 0.11% 199
2019
Q3 		$106M Buy
9,354,500
+4,393,900
+89% +$49.5M 0.09% 262
2019
Q2 		$58.8M Buy
4,960,600
+3,256,300
+191% +$39.9M 0.05% 421
2019
Q1 		$20.6M Buy
1,704,300
+1,335,100
+362% +$16.9M 0.02% 951
2018
Q4 		$4.57M Sell
369,200
-205,400
-36% -$2.79M 0.01% 1786
2018
Q3 		$9.04M Sell
574,600
-449,400
-44% -$7.07M 0.01% 1424
2018
Q2 		$15.7M Sell
1,024,000
-760,900
-43% -$12.4M 0.02% 1076
2018
Q1 		$31.5M Buy
1,784,900
+41,700
+2% +$793K 0.03% 670
2017
Q4 		$32.1M Buy
1,743,200
+656,500
+60% +$11.4M 0.04% 652
2017
Q3 		$18.6M Buy
1,086,700
+67,100
+7% +$1.15M 0.02% 945
2017
Q2 		$17.3M Sell
1,019,600
-617,000
-38% -$10M 0.02% 932
2017
Q1 		$26.1M Buy
1,636,600
+540,799
+49% +$8.7M 0.04% 649
2016
Q4 		$17.2M Buy
+1,095,801
New +$16.5M 0.03% 884
2016
Q1 		– Sell
-30,740
Closed -$596K – 3536
2015
Q4 		$596K Sell
30,740
-773,271
-96% -$15.1M ﹤0.01% 2678
2015
Q3 		$14.9M Buy
804,011
+659,411
+456% +$14M 0.04% 670
2015
Q2 		$3.07M Buy
144,600
+126,500
+699% +$2.64M 0.01% 1772
2015
Q1 		$340K Sell
18,100
-450,700
-96% -$7.84M ﹤0.01% 2719
2014
Q4 		$7.99M Buy
+468,800
New +$8.03M 0.02% 1001

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 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
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Jim Simons's UBS Position: Q1 2026 in Review

Jim Simons increased its UBS Group (UBS) stake by 233% in Q1 2026, buying an estimated $20.6M and bringing the position to 686,991 shares worth $26.8M. The position accounts for 0.04% of the portfolio, ranked #542.

Jim Simons first reported a position in UBS in Q4 2014 and has held it in 35 quarters since. The position peaked at $138M in Q4 2019. 683 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Jim Simons held 686,991 shares of UBS Group worth $26.8M as of Q1 2026.
  • Jim Simons bought 480,400 UBS Group shares in Q1 2026, an estimated $20.6M.
  • UBS Group made up 0.04% of Jim Simons's portfolio in Q1 2026, its #542 holding.
  • Jim Simons first reported a position in UBS Group in Q4 2014 and has held it in 35 quarters since.
  • Jim Simons's UBS Group position peaked at $138M in Q4 2019.
  • 683 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.