Renaissance Technologies's UBS Position Overview
Renaissance Technologies (via Renaissance Technologies LLC) currently holds 1.6 M shares of UBS Group AG (UBS) worth $65.73 M, representing 0.09% 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, Renaissance Technologies has maintained a long-term strategic position in UBS, representing a significant commitment to this investment thesis. 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2014 | +468,800 | New Buy | 468,800 | $17.05 |
| Q1 2015 | -450,700 | Reduce 96.14% | 18,100 | $18.78 |
| Q2 2015 | +126,500 | Add 698.90% | 144,600 | $21.20 |
| Q3 2015 | +659,411 | Add 456.02% | 804,011 | $18.52 |
| Q4 2015 | -773,271 | Reduce 96.18% | 30,740 | $19.39 |
| Q1 2016 | -30,740 | Sold Out | 30,740 | $0.00 |
| Q4 2016 | +1.1 M | New Buy | 1.1 M | $15.67 |
| Q1 2017 | +540,799 | Add 49.35% | 1.64 M | $15.95 |
| Q2 2017 | -617,000 | Reduce 37.70% | 1.02 M | $16.98 |
| Q3 2017 | +67,100 | Add 6.58% | 1.09 M | $17.15 |
| Q4 2017 | +656,500 | Add 60.41% | 1.74 M | $18.39 |
| Q1 2018 | +41,700 | Add 2.39% | 1.78 M | $17.66 |
| Q2 2018 | -760,900 | Reduce 42.63% | 1.02 M | $15.34 |
| Q3 2018 | -449,400 | Reduce 43.89% | 574,600 | $15.73 |
| Q4 2018 | -205,400 | Reduce 35.75% | 369,200 | $12.38 |
| Q1 2019 | +1.34 M | Add 361.62% | 1.7 M | $12.11 |
| Q2 2019 | +3.26 M | Add 191.06% | 4.96 M | $11.85 |
| Q3 2019 | +4.39 M | Add 88.58% | 9.35 M | $11.31 |
| Q4 2019 | +1.61 M | Add 17.17% | 10.96 M | $12.58 |
| Q1 2020 | -1.54 M | Reduce 14.07% | 9.42 M | $9.26 |
| Q2 2020 | -3.88 M | Reduce 41.16% | 5.54 M | $11.54 |
| Q3 2020 | -3.28 M | Reduce 59.10% | 2.27 M | $11.15 |
| Q4 2020 | -2.18 M | Reduce 96.17% | 86,700 | $14.13 |
| Q1 2021 | -86,700 | Sold Out | 86,700 | $0.00 |
| Q3 2021 | +130,000 | New Buy | 130,000 | $15.94 |
| Q4 2021 | -130,000 | Sold Out | 130,000 | $0.00 |
| Q2 2023 | +993,412 | New Buy | 993,412 | $0.02 |
| Q3 2023 | -155,421 | Reduce 15.65% | 837,991 | $24.65 |
| Q4 2023 | -337,600 | Reduce 40.29% | 500,391 | $30.90 |
| Q1 2024 | +601,400 | Add 120.19% | 1.1 M | $30.72 |
| Q2 2024 | -487,700 | Reduce 44.26% | 614,091 | $29.54 |
| Q3 2024 | +409,300 | Add 66.65% | 1.02 M | $30.91 |
| Q4 2024 | -395,000 | Reduce 38.60% | 628,391 | $30.32 |
| Q1 2025 | +463,000 | Add 73.68% | 1.09 M | $30.63 |
| Q2 2025 | +1.39 M | Add 127.04% | 2.48 M | $33.82 |
| Q3 2025 | -874,700 | Reduce 35.30% | 1.6 M | $41.00 |
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 44 quarters since Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies's largest addition to UBS Group AG (UBS) was in Q3 2019, adding 9,354,500 shares worth $105.8 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Renaissance Technologies's firm, Renaissance Technologies LLC, owns 1,603,191 shares of UBS Group AG (UBS), valued at approximately $65.73 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 0.09% of Renaissance Technologies'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.
Renaissance Technologies's peak holding in UBS Group AG (UBS) was 10,961,100 shares, as reported at the end of Q4 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.