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PZENA INVESTMENT MANAGEMENT LLC: UBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PZENA INVESTMENT MANAGEMENT LLC on UBS, newest first. How the timeline and the estimate are built.

PZENA INVESTMENT MANAGEMENT LLC held 22,604,129 UBS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,604,129 shares
    Change vs previous 13F -3,940,226 shares

    2.66% of the 13F portfolio, value $905,521,392.

    13F-HR 0001027796-26-000049 filed by PZENA INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 26,544,355 shares
    Change vs previous 13F -3,230,218 shares

    2.65% of the 13F portfolio, value $815,708,023.

    13F-HR 0001027796-26-000024 filed by PZENA INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 29,774,573 shares
    Change vs previous 13F +28,100 shares

    3.29% of the 13F portfolio, value $1,100,468,200.

    13F-HR 0001027796-26-000009 filed by PZENA INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 29,746,473 shares
    Change vs previous 13F -1,155,919 shares

    3.13% of the 13F portfolio, value $967,057,831.

    13F-HR 0001027796-25-000057 filed by PZENA INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 30,902,392 shares
    Change vs previous 13F +1,551,567 shares

    2.7% of the 13F portfolio, value $829,729,237.

    13F-HR 0001027796-25-000043 filed by PZENA INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 29,350,825 shares
    Change vs previous 13F -239,498 shares

    2.75% of the 13F portfolio, value $788,656,655.

    13F-HR 0001027796-25-000029 filed by PZENA INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 29,590,323 shares
    Change vs previous 13F -1,212,143 shares

    2.79% of the 13F portfolio, value $820,539,665.

    13F-HR 0001027796-25-000014 filed by PZENA INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 30,802,466 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $802,712,270.

    13F-HR 0001027796-24-000048 filed by PZENA INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).