UBS UBS Group AG

NYSE
$55.38

UBS Group AG (UBS) Institutional Ownership

What the institutions did with UBS last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.

Managers compared
806
filed both this quarter and last
Managers holding
752
+81 on the quarter
Buyers
414
135 opened new
Sellers
276
54 sold out entirely
Buyer share
60.0%
of managers who traded it
Breadth
+20.0
net buyers, as a share of those trading

Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

Sign in or subscribe

Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
UBS Group AG 107.1M 8.3%
VANGUARD CAPITAL MANAGEMENT LLC 98.1M 7.6%
NORGES BANK 95.8M 7.4%
Fisher Asset Management, LLC 64.9M 5.0%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 62.9M 4.9%
WELLINGTON MANAGEMENT GROUP LLP 59.6M 4.6%
FMR LLC 55.5M 4.3%
Zurcher Kantonalbank (Zurich Cantonalbank) 55.2M 4.3%
Cevian Capital II GP LTD 48.1M 3.7%
Pictet Asset Management Holding SA 36.7M 2.8%
Dodge & Cox 33.6M 2.6%
Assenagon Asset Management S.A. 33.1M 2.6%
JPMORGAN CHASE & CO 29.7M 2.3%
VANGUARD FIDUCIARY TRUST CO 27.7M 2.1%
Amundi 25.5M 2.0%
DEUTSCHE BANK AG\ 24.1M 1.9%
PZENA INVESTMENT MANAGEMENT LLC 22.6M 1.8%
Legal & General Group Plc 22.1M 1.7%
GOLDMAN SACHS GROUP INC 19.8M 1.5%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 17.0M 1.3%
VANGUARD ASSET MANAGEMENT, Ltd 14.8M 1.2%
Vontobel Holding Ltd. 14.7M 1.1%
Capital World Investors 14.5M 1.1%
Nuveen, LLC 10.5M 0.8%
BANK OF AMERICA CORP /DE/ 10.3M 0.8%

Largest changes

Manager Action Previous Current Change
Assenagon Asset Management S.A. Increased 259.3K 33.1M +32.8M
WELLINGTON MANAGEMENT GROUP LLP Increased 49.9M 59.6M +9.6M
Capital World Investors Reduced 23.5M 14.5M -9.0M
DEUTSCHE BANK AG\ Reduced 31.9M 24.1M -7.8M
DIMENSIONAL FUND ADVISORS LP New 0 4.9M +4.9M
GOLDMAN SACHS GROUP INC Increased 15.3M 19.8M +4.5M
PZENA INVESTMENT MANAGEMENT LLC Reduced 26.5M 22.6M -3.9M
Clearbridge Investments, LLC Increased 137.8K 3.3M +3.2M
SIH Partners, LLLP Reduced 3.1M 98.4K -3.0M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Reduced 65.5M 62.9M -2.6M
Liontrust Investment Partners LLP New 0 2.5M +2.5M
VIKING GLOBAL INVESTORS LP New 0 2.4M +2.4M
CANADA PENSION PLAN INVESTMENT BOARD Increased 8.0M 10.2M +2.3M
JPMORGAN CHASE & CO Increased 27.4M 29.7M +2.2M
JANE STREET GROUP, LLC Reduced 3.0M 746.2K -2.2M
Amundi Increased 23.3M 25.5M +2.2M
Qube Research & Technologies Ltd Reduced 7.6M 5.5M -2.1M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Reduced 18.9M 17.0M -1.8M
Exane Asset Management Reduced 1.9M 180.7K -1.7M
1832 Asset Management L.P. New 0 1.7M +1.7M
FMR LLC Increased 53.9M 55.5M +1.7M
ROYAL BANK OF CANADA Increased 3.9M 5.6M +1.6M
Ninety One UK Ltd Reduced 8.7M 7.1M -1.6M
Zurcher Kantonalbank (Zurich Cantonalbank) Reduced 56.7M 55.2M -1.4M
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced 1.6M 133.2K -1.4M
Russell Investments Group, Ltd. Reduced 7.7M 6.4M -1.3M
Legal & General Group Plc Reduced 23.4M 22.1M -1.3M
CITIGROUP INC Increased 6.0M 7.2M +1.3M
Fisher Asset Management, LLC Reduced 66.1M 64.9M -1.2M
Pictet Asset Management Holding SA Increased 35.6M 36.7M +1.2M
ASR Vermogensbeheer N.V. Increased 1.3M 2.4M +1.1M
DJE Kapital AG New 0 983.6K +983.6K
VANGUARD CAPITAL MANAGEMENT LLC Increased 97.3M 98.1M +816.5K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main Increased 5.8M 6.7M +805.2K
Grantham, Mayo, Van Otterloo & Co. LLC Increased 533.6K 1.3M +775.1K
Nuveen, LLC Reduced 11.2M 10.5M -745.2K
D. E. Shaw & Co., Inc. Reduced 1.3M 583.6K -734.3K
TD Asset Management Inc Increased 2.6M 3.3M +732.5K
FRANKLIN RESOURCES INC Increased 5.1M 5.8M +724.6K
VANGUARD ASSET MANAGEMENT, Ltd Increased 14.1M 14.8M +716.2K
CREDIT AGRICOLE S A Increased 932.6K 1.6M +711.6K
RENAISSANCE TECHNOLOGIES LLC Sold Out 687.0K 0 -687.0K
BANK OF AMERICA CORP /DE/ Increased 9.7M 10.3M +670.2K
Gemsstock Ltd. Sold Out 630.7K 0 -630.7K
JONES FINANCIAL COMPANIES LLLP Increased 3.5M 4.1M +610.7K
ACADIAN ASSET MANAGEMENT LLC Increased 3.0M 3.6M +585.0K
Point72 Asset Management, L.P. Sold Out 581.1K 0 -581.1K
ANTIPODES PARTNERS Ltd Reduced 587.1K 24.6K -562.5K
Mediolanum International Funds Ltd Increased 588.3K 1.1M +522.9K
Bank Julius Baer & Co. Ltd, Zurich Reduced 6.1M 5.6M -513.2K
Zurich Insurance Group Ltd/FI Increased 580.0K 1.1M +503.2K
PBU - The Pension Fund of Early Childhood & Youth Educators Sold Out 490.5K 0 -490.5K
NATIXIS ADVISORS, LLC Increased 4.1M 4.6M +478.8K
Vontobel Holding Ltd. Reduced 15.1M 14.7M -427.9K
BANK OF MONTREAL /CAN/ Reduced 2.5M 2.0M -417.0K
Public Sector Pension Investment Board Increased 2.5M 2.9M +384.3K
AMERICAN CENTURY COMPANIES INC Increased 2.0M 2.4M +360.4K
ALLIANCEBERNSTEIN L.P. Increased 616.8K 976.1K +359.3K
CITADEL ADVISORS LLC Reduced 677.1K 336.5K -340.5K
MILLENNIUM MANAGEMENT LLC Reduced 504.5K 165.4K -339.2K

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.