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
Q3 2024Sequoia Financial AdvisorsSell-59434,228$1,057,988
Q2 2024Viking Global InvestorsBuy5,186,5065,186,506$152,688,612
Q2 2024Dodge & Cox Stock FundSell-1,980,70073,442,242$2,155,584,705
Q2 2024Renaissance Technologies LLCSell-487,700614,091$18,140,248
Q2 2024Hancock Classic ValueBuy280,69629,951,235$792,210,159
Q2 2024Sequoia Financial AdvisorsBuy1,08334,822$1,028,642
Q1 2024Dodge & Cox Stock FundSell-16,909,00975,422,942$2,319,072,696
Q1 2024Renaissance Technologies LLCBuy601,4001,101,791$33,847
Q1 2024Hancock Classic ValueSell-474,57429,670,539$823,060,747
Q1 2024Sequoia Financial AdvisorsBuy1,33233,739$1,036,463
Q4 2023Dodge & Cox Stock FundSell-44,571,46692,331,951$2,861,232,666
Q4 2023Hancock Classic ValueBuy24,027,50530,145,113$786,787,449
Q4 2023Causeway Capital ManagementSell-4,188,9224,809,753$149,125,298
Q4 2023Renaissance Technologies LLCSell-337,600500,391$15,462
Q4 2023Sequoia Financial AdvisorsSell-1,28832,407$1,001,377
Q3 2023Dodge & Cox Stock FundSell-18,435,275136,903,417$3,380,670,172
Q3 2023Renaissance Technologies LLCSell-155,421837,991$20,656
Q3 2023Causeway Capital ManagementBuy95,5478,998,675$223,143,516
Q3 2023Hancock Classic ValueSell-23,3466,117,608$150,799,037
Q3 2023Sequoia Financial AdvisorsBuy3,64733,695$830,582
Q2 2023Hancock Classic ValueBuy2,352,2896,140,954$124,477,138
Q2 2023Renaissance Technologies LLCBuy863,412993,412$20,136
Q2 2023Causeway Capital ManagementSell-747,5128,903,128$180,086,507
Q2 2023Dodge & Cox Stock FundBuy226,879155,338,692$3,143,154,016
Q2 2023Sequoia Financial AdvisorsBuy3,88830,048$609,073
Q1 2023Causeway Capital ManagementBuy9,650,2809,650,640$203,848,369
Q1 2023Dodge & Cox Stock FundSell-4,203,904155,111,813$3,286,812,478
Q1 2023Miller Value PartnersBuy1,178,2551,178,255$25,143,969
Q1 2023Hancock Classic ValueSell-568,3323,788,665$80,850,111
Q1 2023Sequoia Financial AdvisorsBuy52126,160$558,255

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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