Pzena Investment Management
UBS icon

Pzena Investment Management’s UBS Group UBS Stock Holding History

Pzena Investment Management’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 		$816M Sell
26,544,355
-3,230,218
-11% -$138M 2.65% 14
2025
Q4 		$1.1B Buy
29,774,573
+28,100
+0.1% +$1.14M 3.29% 8
2025
Q3 		$967M Sell
29,746,473
-1,155,919
-4% -$44.9M 3.13% 9
2025
Q2 		$830M Buy
30,902,392
+1,551,567
+5% +$48M 2.7% 14
2025
Q1 		$789M Sell
29,350,825
-239,498
-0.8% -$7.99M 2.75% 15
2024
Q4 		$821M Sell
29,590,323
-1,212,143
-4% -$38.4M 2.79% 13
2024
Q3 		$803M Buy
30,802,466
+851,231
+3% +$25.6M 2.59% 14
2024
Q2 		$792M Buy
29,951,235
+280,696
+0.9% +$8.34M 2.79% 13
2024
Q1 		$823M Sell
29,670,539
-474,574
-2% -$14M 2.83% 13
2023
Q4 		$787M Buy
30,145,113
+24,027,505
+393% +$632M 2.96% 12
2023
Q3 		$151M Sell
6,117,608
-23,346
-0.4% -$545K 0.65% 38
2023
Q2 		$124M Buy
6,140,954
+2,352,289
+62% +$47.3M 0.53% 48
2023
Q1 		$80.9M Sell
3,788,665
-568,332
-13% -$11.9M 0.35% 58
2022
Q4 		$81.3M Sell
4,356,997
-574,420
-12% -$9.77M 0.36% 57
2022
Q3 		$71.6M Sell
4,931,417
-156,614
-3% -$2.51M 0.36% 57
2022
Q2 		$82.5M Sell
5,088,031
-1,474,186
-22% -$25.8M 0.37% 56
2022
Q1 		$128M Sell
6,562,217
-44,269
-0.7% -$837K 0.48% 50
2021
Q4 		$118M Sell
6,606,486
-17,893
-0.3% -$315K 0.45% 52
2021
Q3 		$106M Buy
6,624,379
+114,718
+2% +$1.86M 0.42% 56
2021
Q2 		$99.9M Buy
6,509,661
+274,382
+4% +$4.33M 0.39% 57
2021
Q1 		$96.8M Buy
6,235,279
+262,905
+4% +$4.04M 0.39% 57
2020
Q4 		$84.4M Sell
5,972,374
-61,940
-1% -$820K 0.4% 55
2020
Q3 		$67.3M Sell
6,034,314
-1,194,404
-17% -$14.3M 0.42% 56
2020
Q2 		$83.4M Sell
7,228,718
-585,597
-7% -$6.03M 0.54% 49
2020
Q1 		$72.4M Buy
7,814,315
+168,602
+2% +$1.94M 0.55% 52
2019
Q4 		$96.2M Buy
7,645,713
+615,007
+9% +$7.31M 0.45% 56
2019
Q3 		$79.5M Sell
7,030,706
-652,057
-8% -$7.34M 0.43% 58
2019
Q2 		$91M Sell
7,682,763
-305,783
-4% -$3.75M 0.48% 58
2019
Q1 		$96.7M Buy
7,988,546
+158,933
+2% +$2.01M 0.53% 57
2018
Q4 		$96.9M Sell
7,829,613
-92,837
-1% -$1.26M 0.57% 51
2018
Q3 		$125M Sell
7,922,450
-2,855,140
-26% -$44.9M 0.61% 50
2018
Q2 		$165M Buy
10,777,590
+89,004
+0.8% +$1.45M 0.83% 41
2018
Q1 		$189M Sell
10,688,586
-380,241
-3% -$7.23M 0.96% 37
2017
Q4 		$204M Sell
11,068,827
-4,768
-0% -$82.9K 1% 34
2017
Q3 		$190M Sell
11,073,595
-47,328
-0.4% -$809K 1% 36
2017
Q2 		$189M Sell
11,120,923
-53,893
-0.5% -$876K 1.03% 38
2017
Q1 		$178M Sell
11,174,816
-328,039
-3% -$5.28M 1.01% 39
2016
Q4 		$180M Sell
11,502,855
-66,354
-0.6% -$999K 1.03% 40
2016
Q3 		$158M Sell
11,569,209
-818,102
-7% -$11.1M 0.96% 39
2016
Q2 		$161M Buy
12,387,311
+245,607
+2% +$3.75M 1% 38
2016
Q1 		$195M Sell
12,141,704
-195,293
-2% -$3.17M 1.19% 31
2015
Q4 		$239M Sell
12,336,997
-298,639
-2% -$5.83M 1.48% 31
2015
Q3 		$234M Sell
12,635,636
-125,299
-1% -$2.66M 1.49% 29
2015
Q2 		$271M Sell
12,760,935
-2,745,833
-18% -$57.4M 1.53% 27
2015
Q1 		$291M Sell
15,506,768
-211,664
-1% -$3.68M 1.62% 29
2014
Q4 		$268M Buy
+15,718,432
New +$269M 1.43% 29

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

Pzena Investment Management's UBS Position: Q1 2026 in Review

Pzena Investment Management reduced its UBS Group (UBS) stake by 11% in Q1 2026, selling an estimated $138M and leaving 26,544,355 shares worth $816M. The position accounts for 2.65% of the portfolio, ranked #14.

Pzena Investment Management first reported a position in UBS in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.1B in Q4 2025. 681 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Pzena Investment Management held 26,544,355 shares of UBS Group worth $816M as of Q1 2026.
  • Pzena Investment Management sold 3,230,218 UBS Group shares in Q1 2026, an estimated $138M.
  • UBS Group made up 2.65% of Pzena Investment Management's portfolio in Q1 2026, its #14 holding.
  • Pzena Investment Management first reported a position in UBS Group in Q4 2014 and has held it in 46 quarters since.
  • Pzena Investment Management's UBS Group position peaked at $1.1B in Q4 2025.
  • 681 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Pzena Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.