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 (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Assenagon Asset Management S.A., Wellington Management Group Llp, Goldman Sachs Group Inc, Sih Partners, Lllp, and Citadel Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Neuberger Berman Group LlcBuy+121,027+41.0%416,384$20.67MQ2 2026Oct 27, 2026
Gibbs Wealth ManagementBuy+4,156—4,156$205.97KQ2 2026Oct 21, 2026
Envestnet Asset Management IncBuy+182,941+12.2%1,686,431$83.58MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+32,408+19.2%201,143$9.97MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+746+9.6%8,511$421.81KQ2 2026Sep 23, 2026
Andra Ap-FondenSell-76,032-17.2%366,087$14.67MQ2 2026Sep 22, 2026
Manufacturers Life Insurance Company, TheSell-61,337-5.0%1,173,305$58.19MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcSell-7,270-10.5%62,012$3.07MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+139+9.2%1,652$81.87KQ2 2026Sep 04, 2026
Citadel Advisors LlcSell-340,539-50.3%336,523$16.68MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhBuy+212,340+3.4%6,407,087$318.19MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+154+73.7%363$17.99KQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-5,419-4.9%104,646$5.19MQ2 2026Aug 27, 2026
Brown Financial AdvisorsSell-137-2.0%6,844$339.19KQ2 2026Aug 26, 2026
Groupe La FrancaiseBuy+146,890—146,890$7.29MQ2 2026Aug 25, 2026
Assenagon Asset Management S.A.Buy+16,277,125+6277.5%16,536,418$821.23MQ2 2026Aug 21, 2026
Rehmann Capital Advisory GroupBuy+1,368+6.9%21,270$1.05MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+62,591+64.2%160,099$7.93MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+1,086+12.2%10,019$496.55KQ2 2026Aug 19, 2026
Liontrust Investment Partners LlpBuy+225,074+10.1%2,458,659$122.10MQ2 2026Aug 18, 2026
Pin Oak Investment Advisors IncBuy+22—22$1.00Q2 2026Aug 18, 2026
Jefferies Financial Group Inc.Buy+62,184+102.2%123,024$6.10MQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioBuy+6,332+0.3%2,398,700$119.05MQ2 2026Aug 17, 2026
Integrated Investment Consultants, LlcBuy+5,981—5,981$296.42KQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+4,159—4,159$206.11KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+286+69.6%697$34.57KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+276+1.3%22,252$1.10MQ2 2026Aug 17, 2026
Wellington Management Group LlpBuy+9,632,654+19.3%59,553,311$2.96BQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+4,460,615+29.1%19,805,601$981.57MQ2 2026Aug 14, 2026
Sih Partners, LllpSell-3,008,761-96.8%98,350$4.87MQ2 2026Aug 14, 2026
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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.