Tracked funds
10Unique WSM-tracked managers; table rows may include common shares and optionsUBS
Ticker case file
UBS
UBS GROUP AG
Multinational investment bank headquartered in Switzerland
$47.32-1.74%NYQ
Politicians active
2Recent transactions disclosed via House Clerk / Senate eFD13F notional
$3.5B2026-03-31Top conviction
0.49%max % across any fund's portfolioThis page is the WSM tracked universe, not market-wide ownership. 13F rows are quarterly snapshots, about 45 days delayed; PTR rows are event-based public disclosures.
13F filing
Funds holding this ticker
Politician
Politician PTR activity
| Public date | Politician | Action | Owner | Amount range | Filing |
|---|---|---|---|---|---|
| 2025-05-12 | Bruce Westerman HouseholdR · AR-04 | Sale | Self | $1K–$15K | 20030332 |
| 2025-04-16 | Bruce Westerman HouseholdR · AR-04 | Purchase | Self | $1K–$15K | 20030146 |
| 2025-03-10 | Mikie Sherrill HouseholdD · NJ-11 | Sale (Partial) | Dependent | $250K–$500K | 20027937 |
Combined activity
13F filings + PTR transactions, newest first
- 13F filing2026-05-15FMR LLC · $2.1B↗
- 13F filing2026-05-15Citadel Advisors LLC · $43.2M↗
- 13F filing2026-05-15Citadel Advisors LLC · $26.5M↗
- 13F filing2026-05-15Point72 Asset Management, L.P. · $22.7M↗
- 13F filing2026-05-15Millennium Management LLC · $20.5M↗
- 13F filing2026-05-15Millennium Management LLC · $19.7M↗
- 13F filing2026-05-15Citadel Advisors LLC · $17.7M↗
- 13F filing2026-05-15Two Sigma Investments, LP · $16.1M↗
- 13F filing2026-05-15Millennium Management LLC · $15.7M↗
- 13F filing2026-05-15Balyasny Asset Management L.P. · $11M↗
- 13F filing2026-05-15Point72 Asset Management, L.P. · $4.9M↗
- 13F filing2026-05-15Balyasny Asset Management L.P. · $4.8M↗
- 13F filing2026-05-15Point72 Asset Management, L.P. · $2.4M↗
- 13F filing2026-05-15Citadel Advisors LLC · $1.5M↗
- 13F filing2026-05-15Balyasny Asset Management L.P. · $621.2K↗
- 13F filing2026-05-15Citadel Advisors LLC · $299.6K↗
- 13F filing2026-05-14Renaissance Technologies LLC · $26.8M↗
- 13F filing2026-05-13Capital World Investors · $913.5M↗
- 13F filing2026-05-13ClearBridge Investments, LLC · $5.2M↗
- 13F filing2026-05-07WCM Investment Management, LLC · $214.5M↗
- PTR2025-05-12Bruce Westerman Household · Sale · $1K–$15K↗
- PTR2025-04-16Bruce Westerman Household · Purchase · $1K–$15K↗
- PTR2025-03-10Mikie Sherrill Household · Sale (Partial) · $250K–$500K↗
Often co-held with