Jeremy Grantham's UBS Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 6,743 shares of UBS Group AG (UBS) worth $275,517, representing 0.00% of the portfolio. First purchased in 2016-Q3, this long-term strategic position has been held for 37 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in UBS, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 3.35 M shares. Largest reduction occurred in Q2 2023, reducing 2.46 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's UBS Group (UBS) Holding Value Over Time
Track share changes against reported price movement
Quarterly UBS Group (UBS) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2016 | +37,148 | New Buy | 37,148 | $13.65 |
| Q4 2016 | +25,867 | Add 69.63% | 63,015 | $15.69 |
| Q1 2017 | -953 | Reduce 1.51% | 62,062 | $16.02 |
| Q2 2017 | -62,062 | Sold Out | 62,062 | $0.00 |
| Q4 2020 | +80,936 | New Buy | 80,936 | $14.11 |
| Q1 2021 | +673,007 | Add 831.53% | 753,943 | $15.55 |
| Q2 2021 | -502,170 | Reduce 66.61% | 251,773 | $15.32 |
| Q3 2021 | -251,773 | Sold Out | 251,773 | $0.00 |
| Q4 2021 | +28,258 | New Buy | 28,258 | $18.01 |
| Q1 2022 | +1.6 M | Add 5666.69% | 1.63 M | $19.72 |
| Q2 2022 | +3.35 M | Add 205.34% | 4.98 M | $16.08 |
| Q3 2022 | +1.65 M | Add 33.17% | 6.63 M | $14.71 |
| Q4 2022 | -812,996 | Reduce 12.27% | 5.81 M | $18.60 |
| Q1 2023 | -1.39 M | Reduce 23.91% | 4.42 M | $21.12 |
| Q2 2023 | -2.46 M | Reduce 55.52% | 1.97 M | $20.23 |
| Q3 2023 | -1.55 M | Reduce 78.91% | 414,927 | $24.80 |
| Q4 2023 | +581,844 | Add 140.23% | 996,771 | $30.93 |
| Q1 2024 | -124,710 | Reduce 12.51% | 872,061 | $30.75 |
| Q2 2024 | -617,659 | Reduce 70.83% | 254,402 | $29.43 |
| Q3 2024 | -55,515 | Reduce 21.82% | 198,887 | $30.89 |
| Q4 2024 | -198,887 | Sold Out | 198,887 | $0.00 |
| Q3 2025 | +6,743 | New Buy | 6,743 | $40.86 |
Jeremy Grantham's UBS Group Investment FAQs
Jeremy Grantham first purchased UBS Group AG (UBS) in Q3 2016, acquiring 37,148 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held UBS Group AG (UBS) for 37 quarters since Q3 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to UBS Group AG (UBS) was in Q2 2022, adding 4,975,657 shares worth $79.99 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 6,743 shares of UBS Group AG (UBS), valued at approximately $275,517. 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 0.00% of Jeremy Grantham'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.
Jeremy Grantham's peak holding in UBS Group AG (UBS) was 6,625,922 shares, as reported at the end of Q3 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.