UBS GROUP AG (UBS) Institutional Ownership and Insiders Activity
UBS GROUP AG (UBS) is widely held by institutional investors, with 4 tracked firms reporting positions valued at approximately $2.15B based on SEC Form 13F filings for the quarter ended March 31, 2026.
Dodge & Cox Stock Fund is the largest disclosed holder, reporting approximately $1.31B in UBS holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Dodge & Cox Stock Fund representing the majority of disclosed value.
Institutional Holders
4
Total Reported Value
$2.15B
Largest Holder
Dodge & Cox Stock Fund
Largest Position
$1.31B
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View allInvestorReported Balance
- Dodge & Cox Stock Fund$1.31B
- Hancock Classic Value$815.71M
- Renaissance Technologies LLC$26.84M
- Sequoia Financial Advisors$2.22M
Related UBS Institutional Insights:
- UBS Institutional Ownership & Insiders Activity
- UBS Institutional Ownership & 13F Activity
- UBS Top Institutional Shareholders
- UBS Institutional Buying Activity
- UBS Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- UBS Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings