UBS GROUP AG (UBS) Institutional Ownership

UBS is currently held by 4 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.15B based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Dodge & Cox Stock Fund, which reported ownership valued at approximately $1.31B in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Dodge & Cox Stock Fund's UBS position is now estimated to be worth approximately $1.67B, representing an estimated gain of +27.86% since the filing period.

Major shareholders tracked on this page include Dodge & Cox Stock Fund, Hancock Classic Value, Renaissance Technologies LLC, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks fund ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward UBS GROUP AG (UBS).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20264$2,153,344,21860,932,819
Q4 20255$3,093,982,31172,812,882
Q3 20255$3,322,188,47787,127,022
Q2 20255$2,546,335,19281,631,178
Q1 20254$3,047,859,053103,088,281
Q4 20244$3,078,135,642103,750,755
Q3 20244$3,097,167,507105,231,527
Q2 20245$3,119,652,366109,228,896
Q1 20244$3,143,203,753106,229,011
Q4 20235$3,798,162,252127,819,615
Q3 20235$3,755,463,963152,891,386
Q2 20235$3,448,346,870171,406,234

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