Samantha McLemore - Patient Capital Management
Holding/activity history for UBS Group AG (UBS)
← All UBS superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 1,241,955 | 1.81 | Add 4.60% | 0.08 | $36.29–49.36 · VW $42.62i | $48,523,214 | SEC |
| 2025 Q4 | 1,187,326 | 2.12 | Reduce 20.89% | 0.51 | $36.44–47.31 · VW $40.71i | $54,985,061 | SEC |
| 2025 Q3 | 1,500,849 | 2.46 | Reduce 22.54% | 0.67 | $33.48–42.56 · VW $38.53i | $61,534,800 | SEC |
| 2025 Q2 | 1,937,639 | 2.96 | Reduce 5.16% | 0.17 | $25.75–34.56 · VW $31.08i | $65,530,949 | SEC |
| 2025 Q1 | 2,043,053 | 3.22 | Add 0.03% | <0.01 | $30.14–35.84 · VW $33.04i | $62,578,716 | SEC |
| 2024 Q4 | 2,042,420 | 2.86 | Add 1.01% | 0.03 | $29.58–33.34 · VW $31.50i | $61,926,182 | SEC |
| 2024 Q3 | 2,022,019 | 3.07 | Reduce 0.34% | 0.01 | $27.37–31.45 · VW $30.11i | $62,500,598 | SEC |
| 2024 Q2 | 2,028,937 | 3.18 | Reduce 13.29% | 0.47 | $26.00–31.94 · VW $29.42i | $59,934,794 | SEC |
| 2024 Q1 | 2,339,900 | 3.50 | Reduce 4.53% | 0.18 | $26.89–32.13 · VW $29.55i | $71,881,740 | SEC |
| 2023 Q4 | 2,450,937 | 4.02 | Reduce 1.28% | 0.05 | $23.23–31.40 · VW $27.30i | $75,733,966 | SEC |
| 2023 Q3 | 2,482,612 | 3.61 | Reduce 0.23% | <0.01 | $19.25–26.97 · VW $24.18i | $61,196,391 | SEC |
| 2023 Q2 | 2,488,265 | 2.81 | Add 1016.82% | 2.56 | $18.71–22.15 · VW $20.12i | $50,437,133 | SEC |
| 2023 Q1 | 222,800 | 2.13 | Buy | 2.13 | $17.99–22.30 · VW $20.70i | $4,754,552 | SEC |
Price snapshot:
Current price$51.93
Avg. buy price$21.29
+/- since buy143.96%
52-week low$34.50
52-week high$52.28