UBS Group AG UBS
$51.04
+2.7% 52w: $35.49 – $51.14
Latest 13F among current holders filed 5 days ago (Aug 28, 2026)
Price — last 12 months
research preview data35.4943.3251.14
Aug 18, 2025 Jul 2, 2026
Institutional holders
690
-6 QoQ
13F value
$44.51B
-27.5% QoQ
Smart-money holders
51
signal tier ≥ 2
New smart buyers
6
Q1 2026
Options barometer
0.8×
$943.9M calls / $1.21B puts
Institutional value by quarter
Number of holders
Who owns UBS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| UBS Group AG | Bank broker | 106.9M | $4.18B | 0.7% | -23.9% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 97.3M | $3.79B | — | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Other | 65.5M | $2.60B | — | -4.5% |
| Fisher Asset Management, LLC | Long only active | 66.1M | $2.58B | 0.9% | +3.1% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | Diversified mechanical | 56.7M | $2.17B | 4.7% | +14.4% |
| FMR LLC | Long only active | 53.9M | $2.10B | 0.1% | -7.3% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 49.9M | $1.91B | 0.4% | -13.4% |
| Cevian Capital II GP LTD ★2 | Fundamental diversified | 48.1M | $1.88B | — | Held |
| Pictet Asset Management Holding SA | Diversified mechanical | 35.6M | $1.36B | — | -0.9% |
| Dodge & Cox ★2 | Long only active | 33.6M | $1.31B | — | -0.1% |
| DEUTSCHE BANK AG\ | Bank broker | 31.9M | $1.25B | 0.4% | +7.8% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 27.5M | $1.07B | — | — |
| JPMORGAN CHASE & CO | Bank broker | 27.4M | $1.01B | 0.1% | -32.1% |
| Capital World Investors | Long only active | 23.5M | $913.5M | 0.1% | -37.2% |
| Amundi | Diversified mechanical | 23.3M | $910.1M | 0.2% | +16.9% |
| Legal & General Group Plc | Diversified mechanical | 23.4M | $895.0M | 0.2% | -0.9% |
| PZENA INVESTMENT MANAGEMENT LLC ★2 | Fundamental diversified | 26.5M | $815.7M | — | -10.8% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Quant stat arb | 18.9M | $728.3M | 0.4% | +7.6% |
| GOLDMAN SACHS GROUP INC | Bank broker | 15.3M | $599.5M | 0.1% | -15.0% |
| Vontobel Holding Ltd. | Diversified mechanical | 15.1M | $581.5M | 2.0% | +8.9% |
| VANGUARD ASSET MANAGEMENT, Ltd | Diversified mechanical | 14.1M | $550.3M | — | — |
| Nuveen, LLC | Diversified mechanical | 11.2M | $431.8M | 0.1% | -1.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 9.7M | $377.2M | 0.0% | -9.8% |
| Ninety One UK Ltd | Other | 8.7M | $332.3M | — | -1.6% |
| CANADA PENSION PLAN INVESTMENT BOARD | Pension sovereign | 8.0M | $305.9M | 0.2% | -9.4% |
| MORGAN STANLEY | Bank broker | 7.8M | $303.3M | 0.0% | +1.4% |
| CAISSE DES DEPOTS ET CONSIGNATIONS | Other | 7.8M | $298.8M | — | -1.4% |
| Russell Investments Group, Ltd. | Diversified mechanical | 7.7M | $295.4M | 0.3% | -8.0% |
| Qube Research & Technologies Ltd | Quant stat arb | 7.6M | $292.9M | — | +256.7% |
| Banque Cantonale Vaudoise | Other | 7.1M | $273.1M | 10.3% | +6.0% |
| Bank of New York Mellon Corp | Diversified mechanical | 6.5M | $254.1M | 0.0% | -3.6% |
| Allianz Asset Management GmbH | Diversified mechanical | 6.2M | $236.9M | 0.3% | -2.3% |
| Bank Julius Baer & Co. Ltd, Zurich | Other | 6.1M | $235.7M | 0.7% | +7.2% |
| CITIGROUP INC | Bank broker | 6.0M | $227.9M | 0.1% | -1.0% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Other | 5.8M | $223.9M | 0.2% | +18.2% |
| WCM INVESTMENT MANAGEMENT, LLC | Other | 5.9M | $214.5M | — | +12.3% |
| Compagnie Lombard Odier SCmA | Other | 5.3M | $201.6M | 2.5% | -2.1% |
| FRANKLIN RESOURCES INC | Long only active | 5.1M | $199.0M | 0.0% | +4.0% |
| JANUS HENDERSON GROUP PLC | Diversified mechanical | 5.2M | $198.5M | — | -24.3% |
| M&G PLC | Other | 5.0M | $193.2M | — | +10.7% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 4.7M | $180.6M | 0.1% | +572.1% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Bank broker | 4.6M | $178.4M | 0.2% | +16.4% |
| NORTHERN TRUST CORP | Index provider | 4.4M | $170.2M | 0.0% | -0.2% |
| DekaBank Deutsche Girozentrale | Diversified mechanical | 4.3M | $165.4M | — | Held |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 4.1M | $161.2M | 0.2% | -4.7% |
| ROYAL BANK OF CANADA | Bank broker | 3.9M | $153.8M | 0.0% | -32.4% |
| BlackRock, Inc. | Index provider | 3.8M | $150.3M | 0.0% | -4.6% |
| ROYAL LONDON ASSET MANAGEMENT LTD | Other | 3.5M | $137.4M | — | -0.5% |
| AVIVA PLC | Other | 3.6M | $136.7M | — | +0.8% |
| LGT Group Foundation | Other | 3.4M | $132.2M | — | -6.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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