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 $2.24B based on SEC Form 13F filings for the quarter ended June 30, 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
$2.24B
Largest Holder
Dodge & Cox Stock Fund
Largest Position
$1.31B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View all- Dodge & Cox Stock Fund$1.31B
- Hancock Classic Value$905.52M
- Renaissance Technologies LLC$26.84M
- Sequoia Financial Advisors$2.50M
UBS News
All news- Vontobel Holding Ltd. Investment Activity in Q3 2026
Aug 5, 2026 · valut.ai
- Henry James International Management Inc.: Q2 2026 Portfolio Activity Analysis
Jul 12, 2026 · valut.ai
- Contravisory Investment Management Q2 Portfolio Shifts: Major Buys in Semiconductors
Jul 11, 2026 · valut.ai
- Crocodile Capital Partners Portfolio Concentration Analysis as of June 30, 2026
Jul 9, 2026 · valut.ai
- Systrade Ag Portfolio Update: Significant Amazon Sale, New Position in NU Holdings
Jul 9, 2026 · valut.ai
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