Governors Lane LP UBS β€” UBS GROUP AG

Ownership history in Governors Lane LP  Β·  4 quarters on record

AI Ownership Summary

Governors Lane LP reported UBS GROUP AG (UBS) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 2.68% in 2025 Q2. The latest visible filing shows UBS at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UBS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Governors Lane LP's position in UBS GROUP AG, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

UBS was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.68% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UBS stock page Governors Lane LP fund profile Governors Lane LP full holdings
How Governors Lane LP held UBS β€” position size vs. price
% of Fund (quarterly)    UBS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 91.4% +13.5% ❌ 75,861 -801,961 -91.4% 0.24% $3.1M 2025-11-14 $37.94
2025 Q2 ADDED β€” β€” β€” 877,822 +179,922 +25.8% 2.68% $29.7M 2025-08-14 $38.86
2025 Q1 REDUCED 21.7% +14.0% ❌ 697,900 -192,900 -21.7% 2.41% $21.2M 2025-05-15 $32.44
2024 Q4 INITIATED β€” β€” β€” 890,800 β€” β€” 2.12% $27.2M 2025-02-14 $31.67

🏒 Other funds also holding UBS

As of 2026 Q1 β€” sorted by position size

Crocodile Capital Partners GmbH 3Y 35.45% Systrade AG 3Y 16.45% CHANNING GLOBAL ADVISORS, LLC 3Y 15.32% Exane Asset Management 3Y 7Y 13.62% Banque Cantonale Vaudoise 3Y 10.28% CAISSE DES DEPOTS ET CONSIGNATIONS 4.93% Henry James International Management Inc. 3Y 7Y 3.84% PZENA INVESTMENT MANAGEMENT LLC 3Y 7Y 2.65% Compagnie Lombard Odier SCmA 3Y 7Y 2.48% CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3Y 7Y 2.33%

FAQ About Governors Lane LP and UBS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Governors Lane LP reported owning UBS?

Governors Lane LP reported UBS across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported UBS position in Governors Lane LP's portfolio?

The largest reported portfolio weight for UBS was 2.68% in 2025 Q2.

What is the latest reported UBS position on this page?

The most recent filing on this page is 2025 Q3, when Governors Lane LP reported 75,861 shares, equal to 0.24% of portfolio, with an estimated market value of $3.1M.

What does the chart on this UBS ownership page compare?

The chart compares Governors Lane LP's quarterly UBS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Governors Lane LP time their UBS position?

Based on 13F filing dates vs. subsequent UBS price moves, Governors Lane LP correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on UBS relative to SPY over the holding period was +10.5%.

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