Dodge & Cox

Position in UBS — UBS Group AG

CIK 200217 San Francisco, CA

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Position in UBS

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,314,496,162

-$244,545,826 QoQ

Shares Held

33,644,642

-0.1% QoQ

Ownership

1.03%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in UBS Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Mar 31, 2026

Dodge & Cox holds $6,695,510,329 across 5 Banks - Diversified names. UBS ranks #3 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	23,401,794	$2,776,154,822
2	WFC	Wells Fargo & Company/Mn	31,168,331	$2,481,310,830
3	UBS	UBS Group AG This page	33,644,642	$1,314,496,162
4	BAC	Bank Of America Corp /De/	1,819,565	$88,703,793
5	JPM	Jpmorgan Chase & Co	118,455	$34,844,722

All Filings in UBS

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,314,496,162	33,644,642	-0.1%	Shares	Sole	2026-05-14
2025-12-31	$1,559,041,988	33,665,342	-21.1%	Shares	Sole	2026-02-13
2025-09-30	$1,748,299,122	42,641,442	-6.6%	Shares	Sole	2025-11-13
2025-06-30	$1,543,407,558	45,635,942	-37.1%	Shares	Sole	2025-08-13
2025-03-31	$2,224,007,298	72,608,792	-1.2%	Shares	Sole	2025-05-14
2024-12-31	$2,228,430,313	73,497,042	+0.2%	Shares	Sole	2025-02-13
2024-09-30	$2,267,911,272	73,371,442	-0.1%	Shares	Sole	2024-11-13
2024-06-30	$2,169,483,828	73,442,242	-2.6%	Shares	Sole	2024-08-13
2024-03-31	$2,316,992,778	75,422,942	-18.3%	Shares	Sole	2024-05-14
2023-12-31	$2,853,057,285	92,331,951	-32.6%	Shares	Sole	2024-02-22
2023-09-30	$3,374,669,229	136,903,417	-11.9%	Shares	Sole	2023-11-14
2023-06-30	$3,148,715,286	155,338,692	+0.1%	Shares	Sole	2023-08-14
2023-03-31	$3,310,086,089	155,111,813	-2.6%	Shares	Sole	2023-05-12
2022-12-31	$2,974,424,436	159,315,717	+1.1%	Shares	Sole	2023-02-14
2022-09-30	$2,286,838,639	157,604,317	+3.0%	Shares	Sole	2022-11-10
2022-06-30	$2,482,254,738	153,036,667	+5.4%	Shares	Sole	2022-08-12
2022-03-31	$2,838,084,212	145,244,842	+39.5%	Shares	Sole	2022-05-13
2021-12-31	$1,860,564,392	104,116,642	+3.9%	Shares	Sole	2022-02-14
2021-09-30	$1,597,096,217	100,194,242	+11.9%	Shares	Sole	2021-11-15
2021-06-30	$1,373,920,074	89,564,542	+0.3%	Shares	Sole	2021-08-13
2021-03-31	$1,387,071,920	89,315,642	-3.2%	Shares	Sole	2021-05-14
2020-12-31	$1,304,386,109	92,313,242	-12.6%	Shares	Sole	2021-02-11
2020-09-30	$1,178,089,398	105,658,242	-17.8%	Shares	Sole	2020-11-13
2020-06-30	$1,482,929,720	128,503,442	-11.6%	Shares	Sole	2020-08-13
2020-03-31	$1,345,362,500	145,287,527	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.