UBS
UBS Group AGData as of 2026 Q2 (06-30) · 13F snapshot
Summary
UBS Group AG (UBS) is held as common stock by 7 tracked hedge-fund managers, with a combined reported value of ~$1.89B; the largest are Dodge & Cox, Andreas Halvorsen, Jeremy Grantham. 4 tracked managers also disclosed PUT or CALL positions, reported separately below. This quarter: 1 new, 1 added, 3 trimmed, 2 closed. 20 public STOCK Act / OGE trade disclosures are on record. Data as of 2026 Q2, from public SEC 13F filings, delayed up to ~45 days.
Attention · MediumThis quarter · Cooling
Common-stock holders74 also report options
Congress trades20
Price$48.62vs quarter-end-1.90%
Sectors0
This quarter's moves
Top holderDodge & CoxNew1
Added1
Trimmed / sold5
Common-stock positions
PUT and CALL disclosures are excluded from these holder counts and values.
Dodge & CoxHold
Value $1.67B0.9% of portfolio33,630,3422026 Q2
Joel GreenblattHold
Value $298.4K0.0% of portfolio6,0212026 Q2
| Investor | Value | % of portfolio | Action |
|---|---|---|---|
| Dodge & Cox | $1.67B | 0.9% | Hold |
| Joel Greenblatt | $298.4K | 0.0% | Hold |
PUT / CALL disclosures
Reported separately: 13F option values are not common-stock ownership and do not reveal the full strategy or economic exposure.
Value $30.01M— of portfolio605,6002026 Q2
Value $28.94M— of portfolio721,9002026 Q2
Value $26.20M— of portfolio651,2002026 Q2
Value $22.70M— of portfolio458,0002026 Q2
Value $7.15M— of portfolio144,2002026 Q2
Value $5.56M— of portfolio112,1002026 Q2
Value $5.45M— of portfolio110,0002026 Q2
Value $5.16M— of portfolio104,1002026 Q2
| Investor | Value | % of portfolio | Action |
|---|---|---|---|
| Ken GriffinCALL | $30.01M | — | — |
| Izzy EnglanderPUT | $28.94M | — | — |
| Izzy EnglanderCALL | $26.20M | — | — |
| Ken GriffinPUT | $22.70M | — | — |
| Steven CohenCALL | $7.15M | — | — |
| Paul Tudor JonesCALL | $5.56M | — | — |
| Paul Tudor JonesPUT | $5.45M | — | — |
| Steven CohenPUT | $5.16M | — | — |
Public SEC 13F filings may appear up to 45 days after quarter-end; STOCK Act / OGE trade filings are generally due within 45 days but may be late. Partial data only — research, not investment advice.