Richard Pzena UBS Holdings History

Number of Shares
29.35 Mil
Current Holdings Value*
$788.66 Mil
% of Portfolio
2.75%
Total Estimate Gain
$431.76 Mil
% of Total Estimate Gain
40.15%

Richard Pzena's UBS Group AG Holding Summary

As of 2025-03-31, Pzena Investment Management LLC held 29.35 Mil shares of UBS Group AG(UBS), totaling $788.66 Mil. This investment constitutes 2.75% of their stock portfolio, and Pzena Investment Management LLC now holds 0.92% of the outstanding UBS Group AG(UBS) stock.

The initial trade took place in 2009Q1. And since then Richard Pzena has made 21 purchases of UBS, at an average price of $19.23, for a total of 55.93 Mil shares. In addition, there have been 44 sales at an average price of $17.50 for 26.58 Mil shares. Based on historical transaction data and UBS's current price of $35.49, Richard Pzena's estimated gain on his UBS holdings is $431.76 Mil, reflecting a 40.15% gain to date.

Richard Pzena UBS ($35.49) Holding Chart

Richard Pzena UBS ($35.49) 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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