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 $60.88B 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 $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 $5.75B, representing an estimated gain of +8.21% 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
744
Total Reported Value
$60.88B
Largest Holder
Ubs Group Ag
Largest Position
$5.31B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
78
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 | $5,745,771,522 | +$436,048,669 | +8.21% | |
| Vanguard Capital Management Llc | 0.10% | 98,080,411 | $4,860,963,249 | $5,260,052,442 | +$399,089,193 | +8.21% | |
| Norges Bank | 0.47% | 95,849,980 | $4,750,179,008 | $5,140,434,427 | +$390,255,419 | +8.22% | |
| Fisher Asset Management, Llc | 0.96% | 64,920,294 | $3,217,449,809 | $3,481,675,367 | +$264,225,558 | +8.21% | |
| Massachusetts Financial Services Co | 1.01% | 62,927,553 | $3,198,086,308 | $3,374,804,667 | +$176,718,359 | +5.53% | |
| Wellington Management Group Llp | 0.51% | 59,553,311 | $2,957,547,412 | $3,193,844,069 | +$236,296,657 | +7.99% | |
| Fmr Llc | 0.12% | 55,541,141 | $2,753,594,113 | $2,978,671,392 | +$225,077,279 | +8.17% | |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5.26% | 55,233,032 | $2,742,992,871 | $2,962,147,506 | +$219,154,635 | +7.99% | |
| Cevian Capital Ii Gp Ltd | 64.50% | 48,117,675 | $2,384,711,973 | $2,580,550,910 | +$195,838,937 | +8.21% | |
| Pictet Asset Management Holding Sa | 1.74% | 36,743,822 | $1,824,778,416 | $1,970,571,174 | +$145,792,758 | +7.99% | |
| Dodge & Cox Stock Fund | V. D. Dodge, E. M. Cox | 0.87% | 33,630,342 | $1,666,001,775 | $1,803,595,241 | +$137,593,466 | +8.26% |
| Jpmorgan Chase & Co | 0.09% | 29,666,939 | $1,468,216,955 | $1,591,037,939 | +$122,820,984 | +8.37% | |
| Vanguard Fiduciary Trust Co | 0.30% | 27,709,028 | $1,373,287,136 | $1,486,035,172 | +$112,748,036 | +8.21% | |
| Amundi | 0.31% | 25,463,870 | $1,261,989,398 | $1,365,627,348 | +$103,637,950 | +8.21% | |
| Deutsche Bank Ag\ | 0.35% | 24,147,522 | $1,196,751,190 | $1,295,031,605 | +$98,280,415 | +8.21% | |
| Legal & General Group Plc | 0.23% | 22,124,624 | $1,098,755,620 | $1,186,543,585 | +$87,787,965 | +7.99% | |
| Goldman Sachs Group Inc | 0.10% | 19,805,601 | $981,565,607 | $1,062,174,382 | +$80,608,775 | +8.21% | |
| Hancock Classic Value | Richard Pzena | 2.66% | 22,604,129 | $905,521,392 | $1,212,259,438 | +$306,738,046 | +33.87% |
| Arrowstreet Capital, Limited Partnership | 0.37% | 17,034,727 | $844,223,311 | $913,572,409 | +$69,349,098 | +8.21% | |
| Assenagon Asset Management S.A. | 1.07% | 16,536,418 | $821,228,336 | $886,848,097 | +$65,619,761 | +7.99% | |
| Vanguard Asset Management, Ltd | 0.50% | 14,828,609 | $734,920,691 | $795,258,301 | +$60,337,610 | +8.21% | |
| Vontobel Holding Ltd. | 2.44% | 14,698,356 | $728,428,134 | $788,272,832 | +$59,844,698 | +8.22% | |
| Capital World Investors | 0.09% | 14,545,505 | $720,556,669 | $780,075,433 | +$59,518,764 | +8.26% | |
| Nuveen, Llc | 0.12% | 10,482,169 | $520,259,026 | $562,158,723 | +$41,899,697 | +8.05% | |
| Bank Of America Corp | 0.03% | 10,325,213 | $511,717,556 | $553,741,173 | +$42,023,617 | +8.21% | |
| Canada Pension Plan Investment Board | 0.28% | 10,233,181 | $507,140,780 | $548,805,497 | +$41,664,717 | +8.22% | |
| Caisse Des Depots Et Consignations | 6.56% | 7,812,061 | $387,961,036 | $418,960,831 | +$30,999,795 | +7.99% | |
| Morgan Stanley | 0.02% | 7,694,575 | $381,343,308 | $412,660,057 | +$31,316,749 | +8.21% | |
| Citigroup Inc | 0.17% | 7,234,261 | $359,269,199 | $387,973,417 | +$28,704,218 | +7.99% | |
| Ninety One Uk Ltd | 0.79% | 7,133,245 | $354,252,500 | $382,555,929 | +$28,303,429 | +7.99% | |
| Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main | 0.26% | 6,650,553 | $329,913,220 | $356,669,157 | +$26,755,937 | +8.11% | |
| Bank Of New York Mellon Corp | 0.05% | 6,575,317 | $325,872,708 | $352,634,251 | +$26,761,543 | +8.21% | |
| Russell Investments Group, Ltd. | 0.28% | 6,405,254 | $318,047,040 | $343,513,772 | +$25,466,732 | +8.01% | |
| Wcm Investment Management, Llc | 0.55% | 6,150,458 | $304,386,172 | $329,849,063 | +$25,462,891 | +8.37% | |
| Bank Julius Baer & Co. Ltd, Zurich | 0.72% | 5,601,012 | $278,081,947 | $300,382,274 | +$22,300,327 | +8.02% | |
| Royal Bank Of Canada | 0.05% | 5,577,794 | $276,435,000 | $299,137,092 | +$22,702,092 | +8.21% | |
| Qube Research & Technologies Ltd | 0.30% | 5,474,754 | $271,320,469 | $293,611,057 | +$22,290,588 | +8.22% | |
| Compagnie Lombard Odier Scma | 2.89% | 5,382,576 | $267,310,482 | $288,667,551 | +$21,357,069 | +7.99% | |
| M&G Plc | 1.31% | 5,307,939 | $262,659,383 | $284,664,769 | +$22,005,386 | +8.38% | |
| Dimensional Fund Advisors Lp | 0.04% | 4,893,948 | $242,543,007 | $262,462,431 | +$19,919,424 | +8.21% | |
| Bnp Paribas Asset Management Holding S.A. | 0.24% | 4,872,034 | $241,429,845 | $261,287,183 | +$19,857,338 | +8.22% | |
| Aqr Capital Management Llc | 0.08% | 4,831,556 | $239,445,310 | $259,116,348 | +$19,671,038 | +8.22% | |
| Allianz Asset Management Gmbh | 0.24% | 6,194,747 | $236,904,535 | $332,224,282 | +$95,319,747 | +40.24% | |
| Northern Trust Corp | 0.03% | 4,389,280 | $217,532,716 | $235,397,086 | +$17,864,370 | +8.21% | |
| Jones Financial Companies Lllp | 0.08% | 4,128,651 | $202,676,966 | $221,419,553 | +$18,742,587 | +9.25% | |
| Blackrock, Inc. | 0.00% | 4,041,667 | $200,304,996 | $216,754,601 | +$16,449,605 | +8.21% | |
| Janus Henderson Group Plc | 0.10% | 5,193,433 | $198,545,161 | $278,523,812 | +$79,978,651 | +40.28% | |
| Aviva Plc | 0.27% | 3,688,297 | $182,795,267 | $197,803,368 | +$15,008,101 | +8.21% | |
| Royal London Asset Management Ltd | 0.32% | 3,468,512 | $171,899,455 | $186,016,299 | +$14,116,844 | +8.21% | |
| Clearbridge Investments, Llc | 0.14% | 3,295,070 | $163,303,670 | $176,714,604 | +$13,410,934 | +8.21% |
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.