UBS — UBS GROUP

Ownership history in Lingohr Asset Management GmbH  ·  29 quarters on record

This page tracks every 13F SEC filing in which Lingohr Asset Management GmbH reported a position in UBS GROUP (UBS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
8.54% (2018 Q4)
Avg. % of fund
3.6%
First filed
2016 Q1
Last filed
2025 Q3
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 258,115 +238,235 +1198.4% 2.55% $10.6M $41.00
2025 Q2 REDUCED 19,880 -11,788 -37.2% 1.22% $672K $33.82
2023 Q2 UNCHANGED 31,668 — 0% 1.63% $640K $19.13
2023 Q1 REDUCED 31,668 -1,560 -4.7% 1.66% $651K $19.62
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% of Fund (quarterly)    UBS price (monthly, adj. close)

Other funds also holding UBS

As of 2025 Q4 — sorted by position size

Cevian Capital II GP LTD 3Y 7Y 60.89% Crocodile Capital Partners GmbH 3Y 29.62% CHANNING GLOBAL ADVISORS, LLC 3Y 20.44% Systrade AG 3Y 17.78% Banque Cantonale Vaudoise 3Y 11.22% SIH Partners, LLLP 7.84% Exane Asset Management 3Y 7Y 6.08% SIH Partners, LLLP 5.78% Henry James International Management Inc. 3Y 7Y 4.98% HELIOS CAPITAL MANAGEMENT PTE. LTD 3Y 4.36%
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