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
Q3 2017Renaissance Technologies LLCBuy67,1001,086,700$18,637
Q3 2017Hancock Classic ValueSell-47,32811,073,595$189,912
Q2 2017Renaissance Technologies LLCSell-617,0001,019,600$17,313
Q2 2017Causeway Capital ManagementSell-379,943855$15
Q2 2017Hancock Classic ValueSell-53,89311,120,923$188,833
Q1 2017Renaissance Technologies LLCBuy540,7991,636,600$26,104
Q1 2017Hancock Classic ValueSell-328,03911,174,816$178,238
Q1 2017Causeway Capital ManagementBuy2,334380,798$6,074
Q4 2016Renaissance Technologies LLCBuy1,065,0611,095,801$17,171
Q4 2016Hancock Classic ValueSell-66,35411,502,855$180,250
Q4 2016Causeway Capital ManagementSell-33,063378,464$5,776
Q3 2016Hancock Classic ValueSell-818,10211,569,209$157,573
Q3 2016Causeway Capital ManagementBuy4,190411,527$5,605
Q2 2016Causeway Capital ManagementSell-317,551407,337$5,279
Q2 2016Hancock Classic ValueBuy245,60712,387,311$160,540
Q1 2016Causeway Capital ManagementSell-676,330724,888$12,519
Q1 2016Hancock Classic ValueSell-195,29312,141,704$194,510
Q4 2015Renaissance Technologies LLCSell-773,27130,740$596
Q4 2015Hancock Classic ValueSell-298,63912,336,997$238,968
Q4 2015Causeway Capital ManagementBuy132,7141,401,218$27,142
Q3 2015Dodge & Cox Stock FundBuy30,534,70030,534,700$565,842
Q3 2015Renaissance Technologies LLCBuy659,411804,011$14,890
Q3 2015Hancock Classic ValueSell-125,29912,635,636$234,012
Q3 2015Causeway Capital ManagementSell-5,3551,268,504$23,493
Q2 2015Hancock Classic ValueSell-2,745,83312,760,935$270,532
Q2 2015Causeway Capital ManagementBuy1,273,8591,273,859$27,006
Q2 2015Renaissance Technologies LLCBuy126,500144,600$3,066
Q1 2015Renaissance Technologies LLCSell-450,70018,100$340
Q1 2015Hancock Classic ValueSell-211,66415,506,768$291,062
Q4 2014Hancock Classic ValueBuy15,718,43215,718,432$267,999

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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