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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- UBS GROUP AG (UBS) stock institutional ownership
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| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q2 2022 | Dodge & Cox Stock Fund | Buy | 7,791,825 | 153,036,667 | $2,471,685 |
| Q2 2022 | Sequoia Financial Advisors | Buy | 1,770 | 17,596 | $285 |
| Q2 2022 | Hancock Classic Value | Sell | -1,474,186 | 5,088,031 | $82,528 |
| Q1 2022 | Dodge & Cox Stock Fund | Buy | 41,128,200 | 145,244,842 | $2,837,832 |
| Q1 2022 | Sequoia Financial Advisors | Buy | 4,466 | 15,826 | $309 |
| Q1 2022 | Hancock Classic Value | Sell | -44,269 | 6,562,217 | $128,226 |
| Q4 2021 | Dodge & Cox Stock Fund | Buy | 3,922,400 | 104,116,642 | $1,868,695 |
| Q4 2021 | Sequoia Financial Advisors | Buy | 11,360 | 11,360 | $203 |
| Q4 2021 | Hancock Classic Value | Sell | -17,893 | 6,606,486 | $118,058 |
| Q3 2021 | Dodge & Cox Stock Fund | Buy | 10,629,700 | 100,194,242 | $1,601,102 |
| Q3 2021 | Renaissance Technologies LLC | Buy | 43,300 | 130,000 | $2,072 |
| Q3 2021 | Hancock Classic Value | Buy | 114,718 | 6,624,379 | $105,593 |
| Q2 2021 | Dodge & Cox Stock Fund | Buy | 248,900 | 89,564,542 | $1,370,693 |
| Q2 2021 | Hancock Classic Value | Buy | 274,382 | 6,509,661 | $99,858 |
| Q1 2021 | Dodge & Cox Stock Fund | Sell | -2,997,600 | 89,315,642 | $1,382,992 |
| Q1 2021 | Hancock Classic Value | Buy | 262,905 | 6,235,279 | $96,834 |
| Q4 2020 | Dodge & Cox Stock Fund | Sell | -13,345,000 | 92,313,242 | $1,291,133 |
| Q4 2020 | Renaissance Technologies LLC | Sell | -2,179,900 | 86,700 | $1,225 |
| Q4 2020 | Hancock Classic Value | Sell | -61,940 | 5,972,374 | $84,390 |
| Q3 2020 | Dodge & Cox Stock Fund | Sell | -22,845,200 | 105,658,242 | $1,181,564 |
| Q3 2020 | Renaissance Technologies LLC | Sell | -3,275,100 | 2,266,600 | $25,273 |
| Q3 2020 | Hancock Classic Value | Sell | -1,194,404 | 6,034,314 | $67,283 |
| Q2 2020 | Dodge & Cox Stock Fund | Sell | -16,784,085 | 128,503,442 | $1,476,318 |
| Q2 2020 | Renaissance Technologies LLC | Sell | -3,876,700 | 5,541,700 | $63,951 |
| Q2 2020 | Hancock Classic Value | Sell | -585,597 | 7,228,718 | $83,419 |
| Q1 2020 | Dodge & Cox Stock Fund | Buy | 27,700 | 145,287,527 | $1,357,922 |
| Q1 2020 | Hancock Classic Value | Buy | 168,602 | 7,814,315 | $72,361 |
| Q1 2020 | Renaissance Technologies LLC | Sell | -1,542,700 | 9,418,400 | $87,214 |
| Q4 2019 | Dodge & Cox Stock Fund | Buy | 261,000 | 145,259,827 | $1,833,303 |
| Q4 2019 | Hancock Classic Value | Buy | 615,007 | 7,645,713 | $96,183 |
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.