Cliff Asness’s UBS Holdings & Trades

First Buy
Q4 2014
Duration Held
44 Quarters
Largest Add
Q1 2016
+840,029 Shares
Current Position
207,876 Shares
$8.52 M Value

Cliff Asness's UBS Position Overview

Cliff Asness (via Aqr Capital Management LLC) currently holds 207,876 shares of UBS Group AG (UBS) worth $8.52 M, representing 0.01% of the portfolio. First purchased in 2014-Q4, this long-term strategic position has been held for 44 quarters.

Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in UBS, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2016, adding 840,029 shares. Largest reduction occurred in Q1 2024, reducing 901,689 shares.

Analysis based on 13F filings available since 2013 Q2

Cliff Asness's UBS Group (UBS) Holding Value Over Time

Track share changes against reported price movement

Quarterly UBS Group (UBS) Trades by Cliff Asness

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2014 +139,200 New Buy 139,200 $17.20
Q1 2015 +6,830 Add 4.91% 146,030 $18.86
Q2 2015 +92,132 Add 63.09% 238,162 $21.22
Q3 2015 +135,272 Add 56.80% 373,434 $18.43
Q4 2015 +86,800 Add 23.24% 460,234 $19.50
Q1 2016 +840,029 Add 182.52% 1.3 M $16.18
Q2 2016 +783,715 Add 60.27% 2.08 M $12.90
Q3 2016 -880,993 Reduce 42.27% 1.2 M $13.65
Q4 2016 -610,274 Reduce 50.73% 592,711 $15.69
Q1 2017 +586,154 Add 98.89% 1.18 M $16.01
Q2 2017 -15,219 Reduce 1.29% 1.16 M $16.96
Q3 2017 -866,920 Reduce 74.50% 296,726 $17.10
Q4 2017 -153,747 Reduce 51.81% 142,979 $18.41
Q1 2018 -9,265 Reduce 6.48% 133,714 $17.54
Q2 2018 -78,751 Reduce 58.90% 54,963 $15.43
Q3 2018 +7,910 Add 14.39% 62,873 $15.87
Q4 2018 +47,910 Add 76.20% 110,783 $12.41
Q1 2019 +799,452 Add 721.64% 910,235 $12.13
Q2 2019 -910,235 Sold Out 910,235 $0.00
Q1 2024 +8,546 New Buy 8,546 $30.72
Q2 2024 +19,382 Add 226.80% 27,928 $29.54
Q3 2024 +3,008 Add 10.77% 30,936 $30.91
Q4 2024 +5,248 Add 16.96% 36,184 $30.32
Q1 2025 +26,728 Add 73.87% 62,912 $30.63
Q2 2025 +76,121 Add 121.00% 139,033 $33.82
Q3 2025 +68,843 Add 49.52% 207,876 $41.00

Cliff Asness's UBS Group Investment FAQs

Cliff Asness first purchased UBS Group AG (UBS) in Q4 2014, acquiring 139,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness has held UBS Group AG (UBS) for 44 quarters since Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness's largest addition to UBS Group AG (UBS) was in Q1 2016, adding 1,300,263 shares worth $21.03 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 207,876 shares of UBS Group AG (UBS), valued at approximately $8.52 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 0.01% of Cliff Asness'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.

Cliff Asness's peak holding in UBS Group AG (UBS) was 2,083,978 shares, as reported at the end of Q2 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.