UBS GROUP AG (UBS) Institutional Ownership Changes & 13F Activity

UBS GROUP AG (UBS) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Hancock Classic Value, Renaissance Technologies LLC, Dodge & Cox Stock Fund, Sequoia Financial Advisors, and Viking Global Investors.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Hancock Classic ValueSell-3,230,21826,544,355$815,708,023
Q1 2026Renaissance Technologies LLCBuy480,400686,991$26,840,738
Q1 2026Dodge & Cox Stock FundSell-20,70033,644,642$1,308,575,068
Q1 2026Sequoia Financial AdvisorsBuy19,27256,831$2,220,389
Q4 2025Dodge & Cox Stock FundSell-8,976,10033,665,342$1,556,249,860
Q4 2025Viking Global InvestorsSell-3,967,7439,128,817$425,957,677
Q4 2025Renaissance Technologies LLCSell-1,396,600206,591$9,567,229
Q4 2025Hancock Classic ValueBuy28,10029,774,573$1,100,468,200
Q4 2025Sequoia Financial AdvisorsSell-1,79737,559$1,739,345
Q3 2025Viking Global InvestorsBuy10,516,14813,096,560$534,852,290
Q3 2025Dodge & Cox Stock FundSell-2,994,50042,641,442$1,752,933,940
Q3 2025Hancock Classic ValueSell-1,155,91929,746,473$967,057,831
Q3 2025Renaissance Technologies LLCSell-874,7001,603,191$65,730,831
Q3 2025Sequoia Financial AdvisorsBuy4,81539,356$1,613,585
Q2 2025Dodge & Cox Stock FundSell-26,972,85045,635,942$1,544,315,494
Q2 2025Viking Global InvestorsSell-2,606,0942,580,412$87,320,010
Q2 2025Hancock Classic ValueBuy1,551,56730,902,392$829,729,237
Q2 2025Renaissance Technologies LLCBuy1,386,5002,477,891$83,802,274
Q2 2025Sequoia Financial AdvisorsSell-2,73234,541$1,168,177
Q1 2025Dodge & Cox Stock FundSell-888,25072,608,792$2,224,631,412
Q1 2025Renaissance Technologies LLCBuy463,0001,091,391$33,429,306
Q1 2025Hancock Classic ValueSell-239,49829,350,825$788,656,655
Q1 2025Sequoia Financial AdvisorsBuy2,27437,273$1,141,680
Q4 2024Hancock Classic ValueSell-1,212,14329,590,323$820,539,665
Q4 2024Renaissance Technologies LLCSell-395,000628,391$19,052,815
Q4 2024Dodge & Cox Stock FundBuy125,60073,497,042$2,237,481,992
Q4 2024Sequoia Financial AdvisorsBuy77134,999$1,061,170
Q3 2024Hancock Classic ValueBuy851,23130,802,466$802,712,270
Q3 2024Renaissance Technologies LLCBuy409,3001,023,391$31,633,016
Q3 2024Dodge & Cox Stock FundSell-70,80073,371,442$2,261,764,233

Frequently asked questions about UBS activity

  • Which institutional owners are buying UBS?

    Institutional owners buying UBS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in UBS activity?

    "Buy" means an investor increased their reported position in UBS compared to the prior reporting period. This reflects growing exposure to UBS GROUP AG (UBS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in UBS increasing?

    Institutional interest in UBS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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