UBS Group Ag-Reg – Investors and Politicians Who Own It

UBS

Investors who own it

4 tracked investors, $1.9B in shares, each from their latest 13F.

InvestorValueShare of portfolio
$1.7B0.87%
Andreas HalvorsenViking Global Investors, Q2 2026
$120.8M0.34%
Jeremy GranthamGMO (Grantham Mayo Van Otterloo), Q2 2026
$65M0.15%
Barry RitholtzRitholtz Wealth Management, Q2 2026
$7.8M0.12%

Politicians who own it

Estimated from annual disclosures and trades; values are rough estimates.

PoliticianEst. valueShare of portfolio
Alan ArmstrongR-OK · Senate
$43.1K0.86%
InvestorActionShares now
Dodge & CoxAdded +0.2%73,497,042
Jeremy GranthamSold out0
Barry RitholtzAdded +17%206,803

Politicians trading it

Latest Congress trades disclosed under the STOCK Act; amounts are ranges.

PoliticianActionTraded
Alan ArmstrongR-OK · Senate
Bought$15K–$50KMar 30, 2026disclosed Jul 21, 2026
Bruce WestermanR-AR · House
Sold$1K–$15KApr 21, 2025disclosed May 12, 2025
Mikie SherrillJointD-NJ · House
Sold part$250K–$500KMar 7, 2025disclosed Mar 10, 2025
Bruce WestermanR-AR · House
Bought$1K–$15KMar 3, 2025disclosed Apr 16, 2025
Mikie SherrillJointD-NJ · House
Sold part$50K–$100KMay 14, 2024disclosed May 15, 2024
Mikie SherrillJointD-NJ · House
Sold part$250K–$500KMay 13, 2024disclosed May 13, 2024
Daniel S. GoldmanD-NY · House
Sold$100K–$250KJul 10, 2023disclosed Aug 13, 2023
Mikie SherrillSpouseD-NJ · House
Sold$250K–$500KMar 3, 2023disclosed Mar 3, 2023
Mikie SherrillJointD-NJ · House
Sold$100K–$250KMay 23, 2022disclosed May 23, 2022
Mikie SherrillJointD-NJ · House
Sold part$100K–$250KMar 9, 2022disclosed Apr 6, 2022
Mikie SherrillSpouseD-NJ · House
Sold$250K–$500KMar 9, 2021disclosed Apr 1, 2021
Mikie SherrillSpouseD-NJ · House
Sold$50K–$100KJun 1, 2020disclosed Dec 3, 2021
Mikie SherrillSpouseD-NJ · House
Sold part$100K–$250KApr 29, 2020disclosed Dec 3, 2021
Mikie SherrillSpouseD-NJ · House
Sold$250K–$500KMar 7, 2019disclosed Apr 17, 2019