Ken Fisher's UBS Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 64.11 M shares of UBS Group AG (UBS) worth $2.97 B, representing 1.01% of the portfolio. First purchased in 2014-Q4, this long-term strategic position has been held for 43 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +2.94 M | Add 4.80% | 64.11 M | $46.31 |
| Q3 2025 | +2.74 M | Add 4.70% | 61.17 M | $41.00 |
| Q2 2025 | +8.45 M | Add 16.90% | 58.42 M | $33.82 |
| Q1 2025 | +45.94 M | Add 1137.97% | 49.98 M | $30.63 |
| Q4 2024 | +3.26 M | Add 422.44% | 4.04 M | $30.32 |
| Q3 2024 | +772,707 | New Buy | 772,707 | $30.91 |
| Q4 2023 | -15,063 | Sold Out | 0 | $0.00 |
| Q3 2023 | +75 | Add 0.50% | 15,063 | $24.65 |
| Q2 2023 | +466 | Add 3.21% | 14,988 | $20.27 |
| Q1 2023 | -5,074 | Reduce 25.89% | 14,522 | $21.34 |
| Q4 2022 | -4,687 | Reduce 19.30% | 19,596 | $18.68 |
| Q3 2022 | -624 | Reduce 2.51% | 24,283 | $14.50 |
| Q2 2022 | -293 | Reduce 1.16% | 24,907 | $16.22 |
| Q1 2022 | +339 | Add 1.36% | 25,200 | $19.52 |
| Q4 2021 | -1,509 | Reduce 5.72% | 24,861 | $17.86 |
| Q3 2021 | -5,563 | Reduce 17.42% | 26,370 | $15.93 |
| Q2 2021 | +209 | Add 0.66% | 31,933 | $15.34 |
| Q1 2021 | -14,467 | Reduce 31.32% | 31,724 | $15.54 |
| Q4 2020 | -16,537 | Reduce 26.36% | 46,191 | $14.14 |
| Q3 2020 | -149,986 | Reduce 70.51% | 62,728 | $11.14 |
| Q2 2020 | -1.17 M | Reduce 84.67% | 212,714 | $11.54 |
| Q1 2020 | -51.06 M | Reduce 97.35% | 1.39 M | $9.26 |
| Q4 2019 | -44,692 | Reduce 0.09% | 52.45 M | $12.58 |
| Q3 2019 | +1.38 M | Add 2.71% | 52.49 M | $11.31 |
| Q2 2019 | -297,767 | Reduce 0.58% | 51.11 M | $11.85 |
| Q1 2019 | +2.58 M | Add 5.28% | 51.4 M | $12.11 |
| Q4 2018 | +773,209 | Add 1.61% | 48.83 M | $12.38 |
| Q3 2018 | +1.59 M | Add 3.42% | 48.05 M | $15.73 |
| Q2 2018 | +2.07 M | Add 4.67% | 46.46 M | $15.34 |
| Q1 2018 | +1.49 M | Add 3.46% | 44.39 M | $17.66 |
| Q4 2017 | +1.6 M | Add 3.88% | 42.91 M | $18.39 |
| Q3 2017 | +1.14 M | Add 2.83% | 41.3 M | $17.15 |
| Q2 2017 | +2.64 M | Add 7.03% | 40.17 M | $16.98 |
| Q1 2017 | +895,877 | Add 2.45% | 37.53 M | $15.95 |
| Q4 2016 | +1.61 M | Add 4.58% | 36.63 M | $15.67 |
| Q3 2016 | +3.62 M | Add 11.52% | 35.03 M | $13.62 |
| Q2 2016 | +1.13 M | Add 3.73% | 31.41 M | $12.51 |
| Q1 2016 | +1.18 M | Add 4.05% | 30.28 M | $15.97 |
| Q4 2015 | +1.45 M | Add 5.24% | 29.1 M | $19.37 |
| Q3 2015 | +1.11 M | Add 4.17% | 27.65 M | $18.52 |
| Q2 2015 | +1.04 M | Add 4.06% | 26.54 M | $21.20 |
| Q1 2015 | +786,716 | Add 3.18% | 25.51 M | $18.77 |
| Q4 2014 | +24.72 M | New Buy | 24.72 M | $17.05 |
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 43 quarters since Q4 2014.
Ken Fisher's largest addition to UBS Group AG (UBS) was in Q1 2025, adding 49,975,870 shares worth $1.53 B.
According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 64,107,264 shares of UBS Group AG (UBS), valued at approximately $2.97 B.
As of the Q4 2025 filing, UBS Group AG (UBS) represents approximately 1.01% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in UBS Group AG (UBS) was 64,107,264 shares, as reported at the end of Q4 2025.