Jeremy Grantham's UBS Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 37,442 shares of UBS Group AG (UBS) worth $1.75 M, representing 0.00% of the portfolio. First purchased in 2016-Q3, this long-term strategic position has been held for 23 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +30,699 | Add 455.27% | 37,442 | $46.65 |
| Q3 2025 | +6,743 | New Buy | 6,743 | $40.86 |
| Q4 2024 | -198,887 | Sold Out | 0 | $0.00 |
| Q3 2024 | -55,515 | Reduce 21.82% | 198,887 | $30.89 |
| Q2 2024 | -617,659 | Reduce 70.83% | 254,402 | $29.43 |
| Q1 2024 | -124,710 | Reduce 12.51% | 872,061 | $30.75 |
| Q4 2023 | +581,844 | Add 140.23% | 996,771 | $30.93 |
| Q3 2023 | -1.55 M | Reduce 78.91% | 414,927 | $24.80 |
| Q2 2023 | -2.46 M | Reduce 55.52% | 1.97 M | $20.23 |
| Q1 2023 | -1.39 M | Reduce 23.91% | 4.42 M | $21.12 |
| Q4 2022 | -812,996 | Reduce 12.27% | 5.81 M | $18.60 |
| Q3 2022 | +1.65 M | Add 33.17% | 6.63 M | $14.71 |
| Q2 2022 | +3.35 M | Add 205.34% | 4.98 M | $16.08 |
| Q1 2022 | +1.6 M | Add 5666.69% | 1.63 M | $19.72 |
| Q4 2021 | +28,258 | New Buy | 28,258 | $18.01 |
| Q3 2021 | -251,773 | Sold Out | 0 | $0.00 |
| Q2 2021 | -502,170 | Reduce 66.61% | 251,773 | $15.32 |
| Q1 2021 | +673,007 | Add 831.53% | 753,943 | $15.55 |
| Q4 2020 | +80,936 | New Buy | 80,936 | $14.11 |
| Q2 2017 | -62,062 | Sold Out | 0 | $0.00 |
| Q1 2017 | -953 | Reduce 1.51% | 62,062 | $16.02 |
| Q4 2016 | +25,867 | Add 69.63% | 63,015 | $15.69 |
| Q3 2016 | +37,148 | New Buy | 37,148 | $13.65 |
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 23 quarters since Q3 2016.
Jeremy Grantham's largest addition to UBS Group AG (UBS) was in Q2 2022, adding 4,975,657 shares worth $79.99 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 37,442 shares of UBS Group AG (UBS), valued at approximately $1.75 M.
As of the Q4 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.
Jeremy Grantham's peak holding in UBS Group AG (UBS) was 6,625,922 shares, as reported at the end of Q3 2022.