UBS Group AG ALMS — ALUMIS INC

Ownership history in UBS Group AG  ·  7 quarters on record

AI Ownership Summary

UBS Group AG reported ALUMIS INC (ALMS) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows ALMS at 0.01% 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 ALMS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UBS Group AG's position in ALUMIS INC, 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
2026 Q1

ALMS was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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.

ALMS stock page UBS Group AG fund profile UBS Group AG full holdings
How UBS Group AG held ALMS — position size vs. price
% of Fund (quarterly)    ALMS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 3,054,865 +2,940,868 +2579.8% 0.01% $67.3M 2026-05-05 $26.13
2025 Q4 REDUCED 85.1% +125.7% ❌ 113,997 -648,678 -85.1% 0.00% $1.1M 2026-01-29 $26.84
2025 Q3 REDUCED 36.8% +161.9% ❌ 762,675 -444,880 -36.8% 0.00% $3.0M 2025-11-13 $5.28
2025 Q2 ADDED — — — 1,207,555 +1,111,427 +1156.2% 0.00% $3.6M 2025-08-14 $4.39
2025 Q1 ADDED — — — 96,128 +48,010 +99.8% 0.00% $590K 2025-05-13 $4.46
2024 Q4 ADDED — — — 48,118 +40,514 +532.8% 0.00% $378K 2025-02-14 $5.21
2024 Q3 INITIATED — — — 7,604 — — 0.00% $81K 2024-11-14 $9.41

🏢 Other funds also holding ALMS

As of 2026 Q1 — sorted by position size

TOWERVIEW LLC 3Y 7Y 3.16% ACT CAPITAL MANAGEMENT, LLC 3Y 3.02% Trium Capital LLP 3Y 2.97% SmartHarvest Portfolios, LLC 0.09% Caitong International Asset Management Co., Ltd 0.08% Inscription Capital, LLC 3Y 0.06% China Universal Asset Management Co., Ltd. 3Y 0.04% Kera Capital Partners, Inc. 0.03% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.03% PRINCIPAL FINANCIAL GROUP INC 3Y 7Y 0.01%

FAQ About UBS Group AG and ALMS

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

How long has UBS Group AG reported owning ALMS?

UBS Group AG reported ALMS across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported ALMS position in UBS Group AG's portfolio?

The largest reported portfolio weight for ALMS was 0.01% in 2026 Q1.

What is the latest reported ALMS position on this page?

The most recent filing on this page is 2026 Q1, when UBS Group AG reported 3,054,865 shares, equal to 0.01% of portfolio, with an estimated market value of $67.3M.

What does the chart on this ALMS ownership page compare?

The chart compares UBS Group AG's quarterly ALMS 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 UBS Group AG time their ALMS position?

Based on 13F filing dates vs. subsequent ALMS price moves, UBS Group AG correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on ALMS relative to SPY over the holding period was +72.9%.

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