DOSSIER · 13F-HR · Q1 2026
UG Investment Advisers Ltd.
UG Investment Advisers's asset manager based in Omaha, NE — $148M in tracked AUM across 15 positions as of Q1 2026.
UI
UG Investment Advisers·Omaha, NE·Asset Manager
CIK 0001697814 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
UG Investment Advisers Ltd. manages a highly concentrated portfolio characterized by a high-conviction strategy with minimal diversification. As of the reporting period ending September 30, 2025, the firm’s total assets under management (AUM) stood at approximately $363.43 million, spread across only eight holdings. This represents a significant reduction in capital deployed, with the portfolio value decreasing by 30.6% from the previous quarter's $523.85 million. The dec...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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