Ken Fisher's UBS Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 61.17 M shares of UBS Group AG (UBS) worth $2.51 B, representing 0.91% 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, Ken Fisher has maintained a long-term strategic position in UBS, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2025, adding 45.94 M shares. Largest reduction occurred in Q1 2020, reducing 51.06 M shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's UBS Group (UBS) Holding Value Over Time
Track share changes against reported price movement
Quarterly UBS Group (UBS) Trades by Ken Fisher
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2014 | +24.72 M | New Buy | 24.72 M | $17.05 |
| Q1 2015 | +786,716 | Add 3.18% | 25.51 M | $18.77 |
| Q2 2015 | +1.04 M | Add 4.06% | 26.54 M | $21.20 |
| Q3 2015 | +1.11 M | Add 4.17% | 27.65 M | $18.52 |
| Q4 2015 | +1.45 M | Add 5.24% | 29.1 M | $19.37 |
| Q1 2016 | +1.18 M | Add 4.05% | 30.28 M | $15.97 |
| Q2 2016 | +1.13 M | Add 3.73% | 31.41 M | $12.51 |
| Q3 2016 | +3.62 M | Add 11.52% | 35.03 M | $13.62 |
| Q4 2016 | +1.61 M | Add 4.58% | 36.63 M | $15.67 |
| Q1 2017 | +895,877 | Add 2.45% | 37.53 M | $15.95 |
| Q2 2017 | +2.64 M | Add 7.03% | 40.17 M | $16.98 |
| Q3 2017 | +1.14 M | Add 2.83% | 41.3 M | $17.15 |
| Q4 2017 | +1.6 M | Add 3.88% | 42.91 M | $18.39 |
| Q1 2018 | +1.49 M | Add 3.46% | 44.39 M | $17.66 |
| Q2 2018 | +2.07 M | Add 4.67% | 46.46 M | $15.34 |
| Q3 2018 | +1.59 M | Add 3.42% | 48.05 M | $15.73 |
| Q4 2018 | +773,209 | Add 1.61% | 48.83 M | $12.38 |
| Q1 2019 | +2.58 M | Add 5.28% | 51.4 M | $12.11 |
| Q2 2019 | -297,767 | Reduce 0.58% | 51.11 M | $11.85 |
| Q3 2019 | +1.38 M | Add 2.71% | 52.49 M | $11.31 |
| Q4 2019 | -44,692 | Reduce 0.09% | 52.45 M | $12.58 |
| Q1 2020 | -51.06 M | Reduce 97.35% | 1.39 M | $9.26 |
| Q2 2020 | -1.17 M | Reduce 84.67% | 212,714 | $11.54 |
| Q3 2020 | -149,986 | Reduce 70.51% | 62,728 | $11.14 |
| Q4 2020 | -16,537 | Reduce 26.36% | 46,191 | $14.14 |
| Q1 2021 | -14,467 | Reduce 31.32% | 31,724 | $15.54 |
| Q2 2021 | +209 | Add 0.66% | 31,933 | $15.34 |
| Q3 2021 | -5,563 | Reduce 17.42% | 26,370 | $15.93 |
| Q4 2021 | -1,509 | Reduce 5.72% | 24,861 | $17.86 |
| Q1 2022 | +339 | Add 1.36% | 25,200 | $19.52 |
| Q2 2022 | -293 | Reduce 1.16% | 24,907 | $16.22 |
| Q3 2022 | -624 | Reduce 2.51% | 24,283 | $14.50 |
| Q4 2022 | -4,687 | Reduce 19.30% | 19,596 | $18.68 |
| Q1 2023 | -5,074 | Reduce 25.89% | 14,522 | $21.34 |
| Q2 2023 | +466 | Add 3.21% | 14,988 | $20.27 |
| Q3 2023 | +75 | Add 0.50% | 15,063 | $24.65 |
| Q4 2023 | -15,063 | Sold Out | 15,063 | $0.00 |
| Q3 2024 | +772,707 | New Buy | 772,707 | $30.91 |
| Q4 2024 | +3.26 M | Add 422.44% | 4.04 M | $30.32 |
| Q1 2025 | +45.94 M | Add 1137.97% | 49.98 M | $30.63 |
| Q2 2025 | +8.45 M | Add 16.90% | 58.42 M | $33.82 |
| Q3 2025 | +2.74 M | Add 4.70% | 61.17 M | $41.00 |
Ken Fisher's UBS Group Investment FAQs
Ken Fisher first purchased UBS Group AG (UBS) in Q4 2014, acquiring 24,721,456 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher 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.
Ken Fisher's largest addition to UBS Group AG (UBS) was in Q1 2025, adding 49,975,870 shares worth $1.53 B. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 61,168,437 shares of UBS Group AG (UBS), valued at approximately $2.51 B. 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 0.91% of Ken Fisher'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.
Ken Fisher's peak holding in UBS Group AG (UBS) was 61,168,437 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.