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PZENA INVESTMENT MANAGEMENT LLC → UBS
PZENA INVESTMENT MANAGEMENT LLC UBS Position History
UBS Group AG • Financial Services
Quarters held
32
Latest value
$612.6M
Q3 2026
Peak value
$1.1B
First seen
Q3 2022
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2022 | $71.6M |
| Q3 2022 | $71.6M |
| Q4 2022 | $81.3M |
| Q1 2023 | $80.9M |
| Q2 2023 | $124.5M |
| Q3 2023 | $150.8M |
| Q4 2023 | $6.3M |
| Q4 2023 | $1.3M |
| Q4 2023 | $779.1M |
| Q1 2024 | $6.7M |
| Q1 2024 | $1.4M |
| Q1 2024 | $814.9M |
| Q2 2024 | $6.4M |
| Q2 2024 | $785.8M |
| Q3 2024 | $6.3M |
| Q3 2024 | $796.4M |
| Q4 2024 | $6.7M |
| Q4 2024 | $813.8M |
| Q1 2025 | $6.5M |
| Q1 2025 | $782.1M |
| Q2 2025 | $6.5M |
| Q2 2025 | $823.2M |
| Q3 2025 | $7.9M |
| Q3 2025 | $959.2M |
| Q4 2025 | $9M |
| Q4 2025 | $1.1B |
| Q1 2026 | $6.3M |
| Q1 2026 | $809.4M |
| Q2 2026 | $6.8M |
| Q2 2026 | $898.7M |
| Q3 2026 | $4.8M |
| Q3 2026 | $612.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $612.6M | 15.20M | — | — |
| Q3 2026 | $4.8M | 118.5K | — | — |
| Q2 2026 | $898.7M | 22.43M | — | — |
| Q2 2026 | $6.8M | 169.1K | — | — |
| Q1 2026 | $809.4M | 26.34M | — | — |
| Q1 2026 | $6.3M | 205.2K | — | — |
| Q4 2025 | $1.1B | 29.53M | — | — |
| Q4 2025 | $9M | 242.8K | — | — |
| Q3 2025 | $959.2M | 29.50M | — | — |
| Q3 2025 | $7.9M | 242.8K | — | — |
| Q2 2025 | $823.2M | 30.66M | — | — |
| Q2 2025 | $6.5M | 242.8K | — | — |
| Q1 2025 | $782.1M | 29.11M | — | — |
| Q1 2025 | $6.5M | 242.8K | — | — |
| Q4 2024 | $813.8M | 29.35M | — | — |
| Q4 2024 | $6.7M | 242.8K | — | — |
| Q3 2024 | $796.4M | 30.56M | — | — |
| Q3 2024 | $6.3M | 242.8K | — | — |
| Q2 2024 | $785.8M | 29.71M | — | — |
| Q2 2024 | $6.4M | 242.8K | — | — |
| Q1 2024 | $814.9M | 29.38M | — | — |
| Q1 2024 | $1.4M | 51.1K | — | — |
| Q1 2024 | $6.7M | 242.8K | — | — |
| Q4 2023 | $779.1M | 29.85M | — | — |
| Q4 2023 | $1.3M | 51.1K | — | — |
| Q4 2023 | $6.3M | 242.8K | — | — |
| Q3 2023 | $150.8M | 6.12M | — | — |
| Q2 2023 | $124.5M | 6.14M | — | — |
| Q1 2023 | $80.9M | 3.79M | — | — |
| Q4 2022 | $81.3M | 4.36M | — | — |
| Q3 2022 | $71.6M | 4.93M | — | — |
| Q3 2022 | $71.6M | 4.93M | — | — |
Other funds holding UBS
$4.4B
$3.8B
$3.4B
$3.3B
$3.1B
$3.1B