UBS GROUP AG (UBS) Stock Institutional Trading Activity


UBS GROUP AG (UBS) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Viking Global Investors, Renaissance Technologies LLC, Hancock Classic Value, Dodge & Cox Stock Fund, and Sequoia Financial Advisors. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2024Dodge & Cox Stock FundSell-16,909,00975,422,942$2,319,072,696
Q1 2024Renaissance Technologies LLCBuy601,4001,101,791$33,847
Q1 2024Sequoia Financial AdvisorsBuy1,33233,739$1,036,463
Q1 2024Hancock Classic ValueSell-474,57429,670,539$823,060,747
Q4 2023Dodge & Cox Stock FundSell-44,571,46692,331,951$2,861,232,666
Q4 2023Renaissance Technologies LLCSell-337,600500,391$15,462
Q4 2023Sequoia Financial AdvisorsSell-1,28832,407$1,001,377
Q4 2023Causeway Capital ManagementSell-4,188,9224,809,753$149,125,298
Q4 2023Hancock Classic ValueBuy24,027,50530,145,113$786,787,449
Q3 2023Dodge & Cox Stock FundSell-18,435,275136,903,417$3,380,670,172
Q3 2023Renaissance Technologies LLCSell-155,421837,991$20,656
Q3 2023Sequoia Financial AdvisorsBuy3,64733,695$830,582
Q3 2023Hancock Classic ValueSell-23,3466,117,608$150,799,037
Q3 2023Causeway Capital ManagementBuy95,5478,998,675$223,143,516
Q2 2023Dodge & Cox Stock FundBuy226,879155,338,692$3,143,154,016
Q2 2023Renaissance Technologies LLCBuy863,412993,412$20,136
Q2 2023Sequoia Financial AdvisorsBuy3,88830,048$609,073
Q2 2023Hancock Classic ValueBuy2,352,2896,140,954$124,477,138
Q2 2023Causeway Capital ManagementSell-747,5128,903,128$180,086,507
Q1 2023Dodge & Cox Stock FundSell-4,203,904155,111,813$3,286,812,478
Q1 2023Sequoia Financial AdvisorsBuy52126,160$558,255
Q1 2023Miller Value PartnersBuy1,178,2551,178,255$25,143,969
Q1 2023Hancock Classic ValueSell-568,3323,788,665$80,850,111
Q1 2023Causeway Capital ManagementBuy9,650,2809,650,640$203,848,369
Q4 2022Dodge & Cox Stock FundBuy1,711,400159,315,717$2,971,138,912
Q4 2022Sequoia Financial AdvisorsBuy8,45125,639$478,680
Q4 2022Hancock Classic ValueSell-574,4204,356,997$81,345,134
Q3 2022Dodge & Cox Stock FundBuy4,567,650157,604,317$2,279,908
Q3 2022Sequoia Financial AdvisorsSell-40817,188$249
Q3 2022Hancock Classic ValueSell-156,6144,931,417$71,555

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.