Joel Greenblatt's UBS Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 6,161 shares of UBS Group AG (UBS) worth $285,316, representing 0.00% of the portfolio. First purchased in 2025-Q4, this recently established position has been held for 1 quarters.
Based on recent 13F filings, Joel Greenblatt has initiated a new position in UBS, representing a fresh investment thesis on this company. Insufficient history to summarize additions or reductions.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's UBS Group (UBS) Holding Value Over Time
Track share changes against reported price movement
Quarterly UBS Group (UBS) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +6,161 | New Buy | 6,161 | $46.31 |
Joel Greenblatt's UBS Group Investment FAQs
Joel Greenblatt first purchased UBS Group AG (UBS) in Q4 2025, acquiring 6,161 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held UBS Group AG (UBS) for 1 quarters since Q4 2025.
Joel Greenblatt's largest addition to UBS Group AG (UBS) was in Q4 2025, adding 6,161 shares worth $285,316.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 6,161 shares of UBS Group AG (UBS), valued at approximately $285,316.
As of the Q4 2025 filing, UBS Group AG (UBS) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in UBS Group AG (UBS) was 6,161 shares, as reported at the end of Q4 2025.