UBS GROUP AG (UBS) Institutional Shareholders
UBS GROUP AG (UBS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $44.09B in UBS holdings during the latest filing period.
Ubs Group Ag is currently the largest disclosed institutional shareholder of UBS tracked by InsiderSet, reporting ownership valued at approximately $4.18B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $5.64B, representing an estimated gain of +34.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed UBS value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Vanguard Capital Management Llc, Massachusetts Financial Services Co, and several other long-term asset managers with concentrated positions in UBS GROUP AG (UBS).
This page ranks the largest institutional UBS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
699
Total Reported Value
$44.09B
Largest Holder
Ubs Group Ag
Largest Position
$4.18B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
59
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | 0.74% | 106,890,182 | $4,176,199,410 | $5,637,388,199 | +$1,461,188,789 | +34.99% | |
| Vanguard Capital Management Llc | 0.09% | 97,263,943 | $3,792,612,930 | $5,129,700,354 | +$1,337,087,424 | +35.26% | |
| Massachusetts Financial Services Co | 0.87% | 65,542,061 | $2,601,483,302 | $3,456,688,297 | +$855,204,995 | +32.87% | |
| Fisher Asset Management, Llc | 0.88% | 66,074,238 | $2,581,520,515 | $3,484,755,312 | +$903,234,797 | +34.99% | |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4.72% | 56,674,567 | $2,167,398,121 | $2,989,016,664 | +$821,618,543 | +37.91% | |
| Fmr Llc | 0.11% | 53,883,732 | $2,101,387,278 | $2,841,828,026 | +$740,440,748 | +35.24% | |
| Wellington Management Group Llp | 0.36% | 49,920,657 | $1,909,105,771 | $2,632,815,450 | +$723,709,679 | +37.91% | |
| Cevian Capital Ii Gp Ltd | 60.29% | 48,117,675 | $1,879,957,562 | $2,537,726,180 | +$657,768,618 | +34.99% | |
| Pictet Asset Management Holding Sa | 1.74% | 36,743,822 | $1,824,778,416 | $1,937,869,172 | +$113,090,756 | +6.20% | |
| Dodge & Cox Stock Fund | V. D. Dodge, E. M. Cox | 0.72% | 33,644,642 | $1,308,575,068 | $1,774,418,419 | +$465,843,351 | +35.60% |
| Deutsche Bank Ag\ | 0.41% | 31,922,626 | $1,247,216,998 | $1,683,599,295 | +$436,382,297 | +34.99% | |
| Vanguard Fiduciary Trust Co | 0.27% | 27,510,543 | $1,072,718,603 | $1,450,906,038 | +$378,187,435 | +35.26% | |
| Capital World Investors | 0.12% | 23,495,846 | $913,458,226 | $1,239,170,918 | +$325,712,692 | +35.66% | |
| Amundi | 0.25% | 23,294,847 | $910,129,673 | $1,228,570,231 | +$318,440,558 | +34.99% | |
| Legal & General Group Plc | 0.21% | 23,402,544 | $894,982,066 | $1,234,250,171 | +$339,268,105 | +37.91% | |
| Assenagon Asset Management S.A. | 1.07% | 16,536,418 | $821,228,336 | $872,130,685 | +$50,902,349 | +6.20% | |
| Hancock Classic Value | Richard Pzena | 2.65% | 26,544,355 | $815,708,023 | $1,399,949,283 | +$584,241,260 | +71.62% |
| Arrowstreet Capital, Limited Partnership | 0.39% | 18,850,928 | $728,340,028 | $994,197,943 | +$265,857,915 | +36.50% | |
| Goldman Sachs Group Inc | 0.08% | 15,344,986 | $599,528,602 | $809,294,562 | +$209,765,960 | +34.99% | |
| Vontobel Holding Ltd. | 2.00% | 15,126,281 | $581,493,288 | $797,760,060 | +$216,266,772 | +37.19% | |
| Vanguard Asset Management, Ltd | 0.48% | 14,112,416 | $550,285,437 | $744,288,820 | +$194,003,383 | +35.26% | |
| Nuveen, Llc | 0.12% | 11,227,404 | $431,845,329 | $592,133,287 | +$160,287,958 | +37.12% | |
| Caisse Des Depots Et Consignations | 6.56% | 7,812,061 | $387,961,036 | $412,008,097 | +$24,047,061 | +6.20% | |
| Bank Of America Corp | 0.03% | 9,654,984 | $377,220,238 | $509,203,856 | +$131,983,618 | +34.99% | |
| Ninety One Uk Ltd | 0.79% | 7,133,245 | $354,252,500 | $376,207,341 | +$21,954,841 | +6.20% | |
| Canada Pension Plan Investment Board | 0.20% | 7,956,822 | $305,880,780 | $419,642,792 | +$113,762,012 | +37.19% | |
| Morgan Stanley | 0.02% | 7,763,223 | $303,309,213 | $409,432,381 | +$106,123,168 | +34.99% | |
| Russell Investments Group, Ltd. | 0.32% | 7,738,898 | $295,369,673 | $408,149,481 | +$112,779,808 | +38.18% | |
| Qube Research & Technologies Ltd | 0.42% | 7,612,542 | $292,882,838 | $401,485,465 | +$108,602,627 | +37.08% | |
| Compagnie Lombard Odier Scma | 2.89% | 5,382,576 | $267,310,482 | $283,877,058 | +$16,566,576 | +6.20% | |
| Bank Of New York Mellon Corp | 0.05% | 6,502,710 | $254,060,883 | $342,952,925 | +$88,892,042 | +34.99% | |
| Allianz Asset Management Gmbh | 0.27% | 6,194,747 | $236,904,535 | $326,710,957 | +$89,806,422 | +37.91% | |
| Bank Julius Baer & Co. Ltd, Zurich | 0.71% | 6,114,163 | $235,723,053 | $322,460,957 | +$86,737,904 | +36.80% | |
| Citigroup Inc | 0.15% | 5,959,083 | $227,892,009 | $314,282,037 | +$86,390,028 | +37.91% | |
| Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main | 0.20% | 5,845,369 | $223,859,753 | $308,284,761 | +$84,425,008 | +37.71% | |
| Wcm Investment Management, Llc | 0.49% | 5,850,200 | $214,526,846 | $308,539,548 | +$94,012,702 | +43.82% | |
| Franklin Resources Inc | 0.05% | 5,101,601 | $199,035,144 | $269,058,437 | +$70,023,293 | +35.18% | |
| Janus Henderson Group Plc | 0.10% | 5,193,433 | $198,545,161 | $273,901,656 | +$75,356,495 | +37.95% | |
| M&G Plc | 1.00% | 4,980,760 | $193,155,594 | $262,685,282 | +$69,529,688 | +36.00% | |
| Aqr Capital Management Llc | 0.08% | 4,693,103 | $180,600,509 | $247,514,252 | +$66,913,743 | +37.05% | |
| Bnp Paribas Asset Management Holding S.A. | 0.21% | 4,638,662 | $178,382,168 | $244,643,034 | +$66,260,866 | +37.15% | |
| Northern Trust Corp | 0.02% | 4,356,906 | $170,224,317 | $229,783,222 | +$59,558,905 | +34.99% | |
| Royal Bank Of Canada | 0.03% | 3,935,581 | $153,763,000 | $207,562,542 | +$53,799,542 | +34.99% | |
| Blackrock, Inc. | 0.00% | 3,846,436 | $150,280,265 | $202,861,035 | +$52,580,770 | +34.99% | |
| Royal London Asset Management Ltd | 0.29% | 3,515,878 | $137,365,353 | $185,427,406 | +$48,062,053 | +34.99% | |
| Aviva Plc | 0.23% | 3,570,737 | $136,712,090 | $188,320,669 | +$51,608,579 | +37.75% | |
| Lgt Group Foundation | 1.61% | 3,439,417 | $132,220,067 | $181,394,853 | +$49,174,786 | +37.19% | |
| Jones Financial Companies Lllp | 0.06% | 3,518,000 | $128,096,645 | $185,539,320 | +$57,442,675 | +44.84% | |
| Sih Partners, Lllp | 3.74% | 3,107,111 | $121,394,827 | $163,869,034 | +$42,474,207 | +34.99% | |
| Asr Vermogensbeheer N.V. | 1.23% | 2,401,020 | $119,238,983 | $126,629,795 | +$7,390,812 | +6.20% |
Frequently asked questions about UBS
Who owns the most UBS stock?
The largest holders of UBS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for UBS GROUP AG (UBS).
Is UBS widely held by superinvestors?
Many widely followed stocks like UBS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UBS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.