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Renaissance Technologies’s UBS Holdings & Trades

First Buy
Q4 2014
Duration Held
37 Quarters
Largest Add
Q3 2019
+4.39 M Shares
Current Position
206,591 Shares
$9.57 M Value

Renaissance Technologies's UBS Position Overview

Renaissance Technologies (via Renaissance Technologies LLC) currently holds 206,591 shares of UBS Group AG (UBS) worth $9.57 M, representing 0.01% of the portfolio. First purchased in 2014-Q4, this long-term strategic position has been held for 37 quarters.

Based on 13F filings, Renaissance Technologies has maintained a strategic position in UBS, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2019, adding 4.39 M shares. Largest reduction occurred in Q2 2020, reducing 3.88 M shares.

Analysis based on 13F filings available since 2013 Q2

Renaissance Technologies's UBS Group (UBS) Holding Value Over Time

Track share changes against reported price movement

Quarterly UBS Group (UBS) Trades by Renaissance Technologies

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -1.4 M Reduce 87.11% 206,591 $46.31
Q3 2025 -874,700 Reduce 35.30% 1.6 M $41.00
Q2 2025 +1.39 M Add 127.04% 2.48 M $33.82
Q1 2025 +463,000 Add 73.68% 1.09 M $30.63
Q4 2024 -395,000 Reduce 38.60% 628,391 $30.32
Q3 2024 +409,300 Add 66.65% 1.02 M $30.91
Q2 2024 -487,700 Reduce 44.26% 614,091 $29.54
Q1 2024 +601,400 Add 120.19% 1.1 M $30.72
Q4 2023 -337,600 Reduce 40.29% 500,391 $30.90
Q3 2023 -155,421 Reduce 15.65% 837,991 $24.65
Q2 2023 +993,412 New Buy 993,412 $0.02
Q4 2021 -130,000 Sold Out 0 $0.00
Q3 2021 +130,000 New Buy 130,000 $15.94
Q1 2021 -86,700 Sold Out 0 $0.00
Q4 2020 -2.18 M Reduce 96.17% 86,700 $14.13
Q3 2020 -3.28 M Reduce 59.10% 2.27 M $11.15
Q2 2020 -3.88 M Reduce 41.16% 5.54 M $11.54
Q1 2020 -1.54 M Reduce 14.07% 9.42 M $9.26
Q4 2019 +1.61 M Add 17.17% 10.96 M $12.58
Q3 2019 +4.39 M Add 88.58% 9.35 M $11.31
Q2 2019 +3.26 M Add 191.06% 4.96 M $11.85
Q1 2019 +1.34 M Add 361.62% 1.7 M $12.11
Q4 2018 -205,400 Reduce 35.75% 369,200 $12.38
Q3 2018 -449,400 Reduce 43.89% 574,600 $15.73
Q2 2018 -760,900 Reduce 42.63% 1.02 M $15.34
Q1 2018 +41,700 Add 2.39% 1.78 M $17.66
Q4 2017 +656,500 Add 60.41% 1.74 M $18.39
Q3 2017 +67,100 Add 6.58% 1.09 M $17.15
Q2 2017 -617,000 Reduce 37.70% 1.02 M $16.98
Q1 2017 +540,799 Add 49.35% 1.64 M $15.95
Q4 2016 +1.1 M New Buy 1.1 M $15.67
Q1 2016 -30,740 Sold Out 0 $0.00
Q4 2015 -773,271 Reduce 96.18% 30,740 $19.39
Q3 2015 +659,411 Add 456.02% 804,011 $18.52
Q2 2015 +126,500 Add 698.90% 144,600 $21.20
Q1 2015 -450,700 Reduce 96.14% 18,100 $18.78
Q4 2014 +468,800 New Buy 468,800 $17.05

Renaissance Technologies's UBS Group Investment FAQs

Renaissance Technologies first purchased UBS Group AG (UBS) in Q4 2014, acquiring 468,800 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Renaissance Technologies has held UBS Group AG (UBS) for 37 quarters since Q4 2014.

Renaissance Technologies's largest addition to UBS Group AG (UBS) was in Q3 2019, adding 9,354,500 shares worth $105.8 M.

According to the latest 13F filing for Q4 2025, Renaissance Technologies's firm, Renaissance Technologies LLC, owns 206,591 shares of UBS Group AG (UBS), valued at approximately $9.57 M.

As of the Q4 2025 filing, UBS Group AG (UBS) represents approximately 0.01% of Renaissance Technologies's publicly disclosed stock portfolio, making it one of their key holdings.

Renaissance Technologies's peak holding in UBS Group AG (UBS) was 10,961,100 shares, as reported at the end of Q4 2019.