UBS Institutional Ownership & Shareholders
UBS GROUP AG (UBS) is currently held by 765 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $60.73B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ubs Group Ag is currently the largest disclosed institutional shareholder of UBS tracked by InsiderSet, reporting ownership valued at approximately $5.31B in its June 30, 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 $5.11B, representing an estimated loss of -3.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed UBS value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Vanguard Capital Management Llc, Norges Bank, 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
765
Total Reported Value
$60.73B
Largest Holder
Ubs Group Ag
Largest Position
$5.31B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | 0.84% | 107,137,265 | $5,309,722,853 | $5,109,376,168 | -$200,346,685 | -3.77% | |
| Vanguard Capital Management Llc | 0.10% | 98,080,411 | $4,860,963,249 | $4,677,454,801 | -$183,508,448 | -3.78% | |
| Norges Bank | 0.47% | 95,849,980 | $4,750,179,008 | $4,571,085,546 | -$179,093,462 | -3.77% | |
| Fisher Asset Management, Llc | 0.96% | 64,920,294 | $3,217,449,809 | $3,096,048,821 | -$121,400,988 | -3.77% | |
| Massachusetts Financial Services Co | 1.01% | 62,927,553 | $3,198,086,308 | $3,001,015,003 | -$197,071,305 | -6.16% | |
| Wellington Management Group Llp | 0.51% | 59,553,311 | $2,957,547,412 | $2,840,097,402 | -$117,450,010 | -3.97% | |
| Fmr Llc | 0.12% | 55,541,141 | $2,753,594,113 | $2,648,757,014 | -$104,837,099 | -3.81% | |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5.26% | 55,233,032 | $2,742,992,871 | $2,634,063,296 | -$108,929,575 | -3.97% | |
| Cevian Capital Ii Gp Ltd | 64.50% | 48,117,675 | $2,384,711,973 | $2,294,731,921 | -$89,980,052 | -3.77% | |
| Pictet Asset Management Holding Sa | 1.74% | 36,743,822 | $1,824,778,416 | $1,752,312,871 | -$72,465,545 | -3.97% | |
| Dodge & Cox Stock Fund | V. D. Dodge, E. M. Cox | 0.87% | 33,630,342 | $1,666,001,775 | $1,603,831,010 | -$62,170,765 | -3.73% |
| Jpmorgan Chase & Co | 0.09% | 29,666,939 | $1,468,216,955 | $1,414,816,321 | -$53,400,634 | -3.64% | |
| Vanguard Fiduciary Trust Co | 0.30% | 27,709,028 | $1,373,287,136 | $1,321,443,545 | -$51,843,591 | -3.78% | |
| Deutsche Bank Ag\ | 0.35% | 24,147,522 | $1,196,751,190 | $1,151,595,324 | -$45,155,866 | -3.77% | |
| Assenagon Asset Management S.A. | 1.15% | 23,716,879 | $1,144,416,847 | $1,131,057,960 | -$13,358,887 | -1.17% | |
| Legal & General Group Plc | 0.23% | 22,124,624 | $1,098,755,620 | $1,055,123,319 | -$43,632,301 | -3.97% | |
| Goldman Sachs Group Inc | 0.10% | 19,805,601 | $981,565,607 | $944,529,112 | -$37,036,495 | -3.77% | |
| Arrowstreet Capital, Limited Partnership | 0.37% | 17,034,727 | $844,223,311 | $812,386,131 | -$31,837,180 | -3.77% | |
| Vanguard Asset Management, Ltd | 0.50% | 14,828,609 | $734,920,691 | $707,176,363 | -$27,744,328 | -3.78% | |
| Capital World Investors | 0.09% | 14,545,505 | $720,556,669 | $693,675,133 | -$26,881,536 | -3.73% | |
| Vontobel Holding Ltd. | 2.71% | 14,471,691 | $697,771,841 | $690,154,944 | -$7,616,897 | -1.09% | |
| Pzena Investment Management | Richard Pzena | 1.81% | 15,322,845 | $617,357,416 | $730,746,478 | +$113,389,062 | +18.37% |
| Nuveen, Llc | 0.12% | 10,482,169 | $520,259,026 | $499,894,640 | -$20,364,386 | -3.91% | |
| Bank Of America Corp | 0.03% | 10,325,213 | $511,717,556 | $492,409,408 | -$19,308,148 | -3.77% | |
| Canada Pension Plan Investment Board | 0.28% | 10,233,181 | $507,140,780 | $488,020,402 | -$19,120,378 | -3.77% | |
| Caisse Des Depots Et Consignations | 6.56% | 7,812,061 | $387,961,036 | $372,557,189 | -$15,403,847 | -3.97% | |
| Morgan Stanley | 0.02% | 7,694,575 | $381,343,308 | $366,954,282 | -$14,389,026 | -3.77% | |
| Citigroup Inc | 0.17% | 7,234,261 | $359,269,199 | $345,001,907 | -$14,267,292 | -3.97% | |
| Banque Cantonale Vaudoise | 0.05% | 7,162,067 | $355,681,000 | $341,558,975 | -$14,122,025 | -3.97% | |
| Ninety One Uk Ltd | 0.79% | 7,133,245 | $354,252,500 | $340,184,454 | -$14,068,046 | -3.97% | |
| Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main | 0.26% | 6,650,553 | $329,913,220 | $317,164,873 | -$12,748,347 | -3.86% | |
| Bank Of New York Mellon Corp | 0.05% | 6,575,317 | $325,872,708 | $313,576,868 | -$12,295,840 | -3.77% | |
| Allianz Asset Management Gmbh | 0.29% | 6,407,087 | $318,187,494 | $305,553,979 | -$12,633,515 | -3.97% | |
| Russell Investments Group, Ltd. | 0.28% | 6,405,254 | $318,047,040 | $305,466,563 | -$12,580,477 | -3.96% | |
| Wcm Investment Management, Llc | 0.55% | 6,150,458 | $304,386,172 | $293,315,342 | -$11,070,830 | -3.64% | |
| Royal Bank Of Canada | 0.05% | 5,577,794 | $276,435,000 | $266,004,996 | -$10,430,004 | -3.77% | |
| Bank Julius Baer & Co. Ltd, Zurich | 0.70% | 5,685,219 | $274,343,820 | $271,128,094 | -$3,215,726 | -1.17% | |
| Qube Research & Technologies Ltd | 0.30% | 5,474,754 | $271,320,469 | $261,091,018 | -$10,229,451 | -3.77% | |
| Compagnie Lombard Odier Scma | 2.89% | 5,382,576 | $267,310,482 | $256,695,049 | -$10,615,433 | -3.97% | |
| M&G Plc | 1.31% | 5,307,939 | $262,659,383 | $253,135,611 | -$9,523,772 | -3.63% | |
| Dimensional Fund Advisors Lp | 0.04% | 4,893,948 | $242,543,007 | $233,392,380 | -$9,150,627 | -3.77% | |
| Bnp Paribas Asset Management Holding S.A. | 0.24% | 4,872,034 | $241,429,845 | $232,347,301 | -$9,082,544 | -3.76% | |
| Aqr Capital Management Llc | 0.08% | 4,831,556 | $239,445,310 | $230,416,906 | -$9,028,404 | -3.77% | |
| Natixis Advisors, Llc | 0.26% | 4,605,772 | $228,262,000 | $219,649,267 | -$8,612,733 | -3.77% | |
| Northern Trust Corp | 0.03% | 4,389,280 | $217,532,716 | $209,324,763 | -$8,207,953 | -3.77% | |
| Jones Financial Companies Lllp | 0.08% | 4,128,651 | $202,676,966 | $196,895,366 | -$5,781,600 | -2.85% | |
| Blackrock, Inc. | 0.00% | 4,041,667 | $200,304,996 | $192,747,099 | -$7,557,897 | -3.77% | |
| Janus Henderson Group Plc | 0.10% | 5,193,433 | $198,545,161 | $247,674,820 | +$49,129,659 | +24.74% | |
| Aviva Plc | 0.27% | 3,688,297 | $182,795,267 | $175,894,884 | -$6,900,383 | -3.77% | |
| Acadian Asset Management Llc | 0.21% | 3,556,341 | $176,583,000 | $169,601,902 | -$6,981,098 | -3.95% |
Frequently asked questions about UBS
Who are the largest institutional holders of UBS?
The largest institutional holders of UBS reported in the latest SEC Form 13F filings include Ubs Group Ag, Vanguard Capital Management Llc, Norges Bank, Fisher Asset Management, Llc, and Massachusetts Financial Services Co. InsiderSet ranks institutional holders by their latest reported UBS position.
What is UBS institutional ownership?
This page tracks UBS positions reported by institutional investment managers through SEC Form 13F. UBS GROUP AG (UBS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UBS?
InsiderSet currently tracks 765 institutional managers reporting UBS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of UBS shareholders.
How much UBS stock do institutions own?
Institutional investment managers disclosed approximately $60.73B in UBS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UBS institutional ownership last updated?
The latest UBS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional UBS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its UBS position after the reporting date.
Are institutions buying or selling UBS?
Institutional buying and selling can be analyzed by comparing UBS positions across consecutive 13F reporting periods. InsiderSet's UBS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UBS ownership changes.
How has UBS institutional ownership changed over time?
InsiderSet tracks UBS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.