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 quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q2 2020 | Hancock Classic Value | Sell | -585,597 | 7,228,718 | $83,419 |
| Q1 2020 | Renaissance Technologies LLC | Sell | -1,542,700 | 9,418,400 | $87,214 |
| Q1 2020 | Hancock Classic Value | Buy | 168,602 | 7,814,315 | $72,361 |
| Q1 2020 | Dodge & Cox Stock Fund | Buy | 27,700 | 145,287,527 | $1,357,922 |
| Q4 2019 | Renaissance Technologies LLC | Buy | 1,606,600 | 10,961,100 | $137,891 |
| Q4 2019 | Hancock Classic Value | Buy | 615,007 | 7,645,713 | $96,183 |
| Q4 2019 | Dodge & Cox Stock Fund | Buy | 261,000 | 145,259,827 | $1,833,303 |
| Q3 2019 | Dodge & Cox Stock Fund | Buy | 15,857,400 | 144,998,827 | $1,646,047 |
| Q3 2019 | Renaissance Technologies LLC | Buy | 4,393,900 | 9,354,500 | $105,799 |
| Q3 2019 | Hancock Classic Value | Sell | -652,057 | 7,030,706 | $79,517 |
| Q2 2019 | Renaissance Technologies LLC | Buy | 3,256,300 | 4,960,600 | $58,783 |
| Q2 2019 | Hancock Classic Value | Sell | -305,783 | 7,682,763 | $91,041 |
| Q2 2019 | Dodge & Cox Stock Fund | Buy | 141,400 | 129,141,427 | $1,534,563 |
| Q1 2019 | Renaissance Technologies LLC | Buy | 1,335,100 | 1,704,300 | $20,639 |
| Q1 2019 | Dodge & Cox Stock Fund | Buy | 248,000 | 129,000,027 | $1,563,676 |
| Q1 2019 | Hancock Classic Value | Buy | 158,933 | 7,988,546 | $96,741 |
| Q4 2018 | Dodge & Cox Stock Fund | Buy | 98,217,327 | 128,752,027 | $1,607,206 |
| Q4 2018 | Renaissance Technologies LLC | Sell | -205,400 | 369,200 | $4,571 |
| Q4 2018 | Hancock Classic Value | Sell | -92,837 | 7,829,613 | $96,931 |
| Q3 2018 | Hancock Classic Value | Sell | -2,855,140 | 7,922,450 | $124,620 |
| Q3 2018 | Renaissance Technologies LLC | Sell | -1,210,300 | 574,600 | $9,038 |
| Q2 2018 | Appaloosa Management | Sell | -126,919 | 6,828,480 | $105,698 |
| Q2 2018 | Hancock Classic Value | Buy | 89,004 | 10,777,590 | $165,328 |
| Q1 2018 | Appaloosa Management | Buy | 6,955,399 | 6,955,399 | $122,461 |
| Q1 2018 | Hancock Classic Value | Sell | -380,241 | 10,688,586 | $188,760 |
| Q1 2018 | Renaissance Technologies LLC | Buy | 41,700 | 1,784,900 | $31,521 |
| Q1 2018 | Causeway Capital Management | Sell | -250 | 360 | $6 |
| Q4 2017 | Renaissance Technologies LLC | Buy | 656,500 | 1,743,200 | $32,057 |
| Q4 2017 | Hancock Classic Value | Sell | -4,768 | 11,068,827 | $203,556 |
| Q4 2017 | Causeway Capital Management | Sell | -245 | 610 | $11 |
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.