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 Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wellington Management Group Llp, Cevian Capital Ii Gp Ltd, Assenagon Asset Management S.A., Allianz Asset Management Gmbh, and Liontrust Investment Partners Llp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Noble Wealth Management Pbc | Buy | +5 | +23.8% | 26 | $1.25K | Q3 2026 | Oct 01, 2026 |
| Envestnet Asset Management Inc | Sell | -1,686,431 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Sell | -201,143 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -8,511 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Andra Ap-Fonden | Sell | -366,087 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 22, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -1,173,305 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Sell | -62,012 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -1,652 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 04, 2026 |
| Allianz Asset Management Gmbh | Sell | -6,407,087 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Citadel Advisors Llc | Sell | -336,523 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -35 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Sell | -363 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -104,646 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Brown Financial Advisors | Sell | -6,844 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 26, 2026 |
| Groupe La Francaise | Sell | -146,890 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 25, 2026 |
| Assenagon Asset Management S.A. | Sell | -16,536,418 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 21, 2026 |
| Rehmann Capital Advisory Group | Sell | -21,270 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -160,099 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -10,019 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Liontrust Investment Partners Llp | Sell | -2,458,659 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Pin Oak Investment Advisors Inc | Sell | -22 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Public Employees Retirement System Of Ohio | Sell | -2,398,700 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Jefferies Financial Group Inc. | Sell | -123,024 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -22,252 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Integrated Investment Consultants, Llc | Sell | -5,981 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Sell | -4,159 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -697 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Sell | -27 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Wellington Management Group Llp | Sell | -59,553,311 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Cevian Capital Ii Gp Ltd | Sell | -48,117,675 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
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.