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. 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
Q4 2022Dodge & Cox Stock FundBuy1,711,400159,315,717$2,971,138,912
Q4 2022Hancock Classic ValueSell-574,4204,356,997$81,345,134
Q4 2022Sequoia Financial AdvisorsBuy8,45125,639$478,680
Q3 2022Dodge & Cox Stock FundBuy4,567,650157,604,317$2,279,908
Q3 2022Hancock Classic ValueSell-156,6144,931,417$71,555
Q3 2022Sequoia Financial AdvisorsSell-40817,188$249
Q2 2022Dodge & Cox Stock FundBuy7,791,825153,036,667$2,471,685
Q2 2022Hancock Classic ValueSell-1,474,1865,088,031$82,528
Q2 2022Sequoia Financial AdvisorsBuy1,77017,596$285
Q1 2022Dodge & Cox Stock FundBuy41,128,200145,244,842$2,837,832
Q1 2022Hancock Classic ValueSell-44,2696,562,217$128,226
Q1 2022Sequoia Financial AdvisorsBuy4,46615,826$309
Q4 2021Dodge & Cox Stock FundBuy3,922,400104,116,642$1,868,695
Q4 2021Hancock Classic ValueSell-17,8936,606,486$118,058
Q4 2021Sequoia Financial AdvisorsBuy11,36011,360$203
Q3 2021Dodge & Cox Stock FundBuy10,629,700100,194,242$1,601,102
Q3 2021Hancock Classic ValueBuy114,7186,624,379$105,593
Q3 2021Renaissance Technologies LLCBuy43,300130,000$2,072
Q2 2021Hancock Classic ValueBuy274,3826,509,661$99,858
Q2 2021Dodge & Cox Stock FundBuy248,90089,564,542$1,370,693
Q1 2021Dodge & Cox Stock FundSell-2,997,60089,315,642$1,382,992
Q1 2021Hancock Classic ValueBuy262,9056,235,279$96,834
Q4 2020Dodge & Cox Stock FundSell-13,345,00092,313,242$1,291,133
Q4 2020Renaissance Technologies LLCSell-2,179,90086,700$1,225
Q4 2020Hancock Classic ValueSell-61,9405,972,374$84,390
Q3 2020Dodge & Cox Stock FundSell-22,845,200105,658,242$1,181,564
Q3 2020Renaissance Technologies LLCSell-3,275,1002,266,600$25,273
Q3 2020Hancock Classic ValueSell-1,194,4046,034,314$67,283
Q2 2020Dodge & Cox Stock FundSell-16,784,085128,503,442$1,476,318
Q2 2020Renaissance Technologies LLCSell-3,876,7005,541,700$63,951

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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