Dodge & Cox UBS Holdings History

Number of Shares
72.61 Mil
Current Holdings Value*
$2.22 Bil
% of Portfolio
1.27%
Total Estimate Gain
$1.85 Bil
% of Total Estimate Gain
50.27%

Dodge & Cox's UBS Group AG Holding Summary

As of 2025-03-31, Dodge & Cox held 72.61 Mil shares of UBS Group AG(UBS), totaling $2.22 Bil. This investment constitutes 1.27% of their stock portfolio, and Dodge & Cox now holds 2.28% of the outstanding UBS Group AG(UBS) stock.

The initial trade took place in 2015Q3. And since then Dodge & Cox has made 26 purchases of UBS, at an average price of $16.81, for a total of 219.30 Mil shares. In addition, there have been 13 sales at an average price of $20.49 for 146.69 Mil shares. Based on historical transaction data and UBS's current price of $34.88, Dodge & Cox's estimated gain on his UBS holdings is $1.85 Bil, reflecting a 50.27% gain to date.

Dodge & Cox UBS ($34.88) Holding Chart

Dodge & Cox UBS ($34.88) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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