Andreas Halvorsen's UBS Position Overview
Andreas Halvorsen (via Viking Global Investors Lp) currently holds 13.1 M shares of UBS Group AG (UBS) worth $534.85 M, representing 1.39% of the portfolio. First purchased in 2024-Q2, this short-term holding has been held for 6 quarters.
Based on 13F filings, Andreas Halvorsen has maintained this position in UBS for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 10.52 M shares. Largest reduction occurred in Q2 2025, reducing 2.61 M shares.
Analysis based on 13F filings available since 2013 Q2
Andreas Halvorsen's UBS Group (UBS) Holding Value Over Time
Track share changes against reported price movement
Quarterly UBS Group (UBS) Trades by Andreas Halvorsen
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2024 | +5.19 M | New Buy | 5.19 M | $29.44 |
| Q3 2024 | -5.19 M | Sold Out | 5.19 M | $0.00 |
| Q2 2025 | +2.58 M | New Buy | 2.58 M | $33.84 |
| Q3 2025 | +10.52 M | Add 407.54% | 13.1 M | $40.84 |
Andreas Halvorsen's UBS Group Investment FAQs
Andreas Halvorsen first purchased UBS Group AG (UBS) in Q2 2024, acquiring 5,186,506 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Andreas Halvorsen has held UBS Group AG (UBS) for 6 quarters since Q2 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Andreas Halvorsen's largest addition to UBS Group AG (UBS) was in Q3 2025, adding 13,096,560 shares worth $534.85 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Andreas Halvorsen's firm, Viking Global Investors Lp, owns 13,096,560 shares of UBS Group AG (UBS), valued at approximately $534.85 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, UBS Group AG (UBS) represents approximately 1.39% of Andreas Halvorsen's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Andreas Halvorsen's peak holding in UBS Group AG (UBS) was 13,096,560 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.