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UBS — UBS GROUP AG

Reported value held$39.27B
Funds holding (latest)52
SectorFinancials
Funds holding (Q2 2026)42
Institutional value$32.40B · 656.70M sh
New / Add / Cut / Exit3 / 18 / 20 / 2
Top-5 / Top-10 concentration60.0% / 80.0%
Institutional holdings change Accumulating +14.7% (+84.38M sh)
Institutional value change Up +46.9%

As of Q2 2026, 42 SEC-registered investment managers reported holding UBS (UBS GROUP AG) in their latest 13F filings, with a combined reported value of $32.40B across 656.70M shares. That is +14.7% by share count (+84.38M shares) versus the previous quarter, while reported value moved +46.9%. Ownership is concentrated: the five largest holders account for 60.0% of reported value and the top ten for 80.0%.

Compared with the prior quarter, 3 opened new positions, 18 added to existing stakes, 20 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

UBS is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 139.11M $6.42B 0.09% Add
UBS Group AG history Q2 2026 116.35M $5.77B 0.77% Reduce
Norges Bank Investment Management history Q2 2026 95.85M $4.75B 0.47% Reduce
MFS Investment Management history Q2 2026 62.93M $3.20B 1.07% Reduce
Wellington Management Group history Q2 2026 59.55M $2.96B 0.54% Add
Fidelity Management & Research (FMR) history Q2 2026 55.54M $2.75B 0.13% Add
Dodge & Cox history Q2 2026 33.63M $1.67B 0.87% Hold
Goldman Sachs Group history Q2 2026 25.86M $1.28B 0.12% Add
Amundi US history Q2 2026 25.46M $1.26B 0.31% Add
Deutsche Bank AG history Q2 2026 24.15M $1.20B 0.37% Reduce
Legal & General Investment Management America history Q2 2026 22.12M $1.10B 0.23% Reduce
Pzena Investment Management history Q2 2026 22.60M $905.52M 2.66% Reduce
Arrowstreet Capital history Q2 2026 17.03M $844.22M 0.38% Reduce
Capital World Investors history Q2 2026 14.55M $720.56M 0.09% Reduce
Bank of America Corp history Q2 2026 10.33M $511.72M 0.03% Add
CPP Investments history Q2 2026 10.23M $507.14M 0.28% Add
Citigroup Inc history Q2 2026 7.97M $395.77M 0.14% Add
Morgan Stanley history Q2 2026 7.69M $381.34M 0.02% Reduce
BNY Mellon history Q2 2026 6.58M $325.87M 0.05% Add
Franklin Resources history Q2 2026 5.83M $288.64M 0.07% Add

View all 52 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
UBS Group AG 155.04M 164.04M 128.10M 122.09M 131.01M 125.84M 311.70M 127.56M 126.54M 146.14M 148.17M 162.42M 161.07M 158.90M 153.67M 122.64M 138.64M 146.28M 117.48M 116.35M
Norges Bank Investment Management — — — — — 117.31M — — — 161.27M — 168.29M — 183.11M — 144.09M — 104.98M — 95.85M
MFS Investment Management 131.26M 137.02M — 136.82M 130.80M 132.06M 111.82M 112.42M 108.88M 101.65M 100.56M 98.12M 91.25M 81.21M 74.42M 63.94M 77.35M 68.62M 65.54M 62.93M
Wellington Management Group 44.81M 42.73M 58.32M 52.70M 51.35M 47.71M 19.24M 18.10M 11.47M 8.61M 6.91M 11.40M 13.71M 12.92M 12.16M 17.94M 63.67M 57.65M 49.92M 59.55M
Fidelity Management & Research (FMR) 21.91M 22.02M 22.20M 23.33M 23.82M 22.92M 35.82M 37.33M 51.43M 60.54M 63.36M 49.33M 42.92M 55.53M 70.95M 48.59M 48.46M 58.10M 53.88M 55.54M
Dodge & Cox 100.19M 104.12M 145.24M 153.04M 157.60M 159.32M 155.11M 155.34M 136.90M 92.33M 75.42M 73.44M 73.37M 73.50M 72.61M 45.64M 42.64M 33.67M 33.64M 33.63M
Goldman Sachs Group 37.12M 36.90M 37.01M 33.52M 39.90M 48.77M 50.73M 56.19M 83.40M 53.85M 53.44M 41.17M 35.08M 35.63M 37.65M 35.52M 33.41M 22.22M 22.37M 25.86M
Amundi US 16.16M 21.88M 21.40M 16.34M 19.40M 20.39M 14.74M 17.21M 25.14M 17.40M 19.37M 18.61M 16.66M 16.75M 17.22M 20.35M 20.00M 19.92M 23.29M 25.46M
Deutsche Bank AG 18.68M 21.46M 19.58M 19.60M 17.90M 16.85M 16.68M 22.12M 16.86M 26.75M 27.44M 21.12M 23.33M 27.01M 31.35M 22.95M 24.86M 29.61M 31.92M 24.15M
Legal & General Investment Management America — — — — 169.47K 168.31K — 287.37K 298.72K 439.85K 362.65K 41.39M 34.55M 27.48M 27.17M 24.79M 23.40M 23.61M 23.40M 22.12M
Pzena Investment Management 6.62M 6.61M 6.56M 5.09M 4.93M 4.36M 3.79M 6.14M 6.12M 30.15M 29.67M 29.95M 30.80M 29.59M 29.35M 30.90M 29.75M 29.77M 26.54M 22.60M
Arrowstreet Capital 341.29K — 4.15M 121.71K — — 52.57K — 5.99M 15.93M 28.56M 33.34M 22.14M 20.69M 17.56M 18.74M 19.43M 17.53M 18.85M 17.03M
Capital World Investors — — — — — — 6.16M 18.06M 33.54M 37.06M 38.21M 39.27M 39.38M 37.43M 37.80M 36.96M 37.34M 37.40M 23.50M 14.55M
Bank of America Corp 17.48M 9.68M 14.70M 9.30M 15.15M 11.99M 18.22M 24.31M 29.53M 12.04M 12.10M 9.45M 13.10M 10.65M 12.63M 11.25M 17.63M 10.71M 9.65M 10.33M
CPP Investments 3.35M 3.35M 3.35M 5.40M 5.81M 5.31M 6.03M 2.00M 3.19M 6.30M 7.79M 8.63M 9.17M 6.15M 5.48M 6.40M 5.73M 8.78M 7.96M 10.23M
Citigroup Inc 3.17M 4.11M 6.12M 4.75M 4.62M 3.70M 4.64M 10.86M 9.16M 8.54M 10.58M 7.55M 6.49M 8.47M 6.30M 7.33M 9.94M 8.02M 7.32M 7.97M
Morgan Stanley 3.04M 3.19M 3.31M 8.78M 9.16M 9.68M 9.66M 10.78M 11.17M 12.21M 11.51M 10.01M 10.01M 10.05M 8.14M 7.70M 7.71M 7.65M 7.76M 7.69M
BNY Mellon 7.52M 7.12M 6.93M 7.12M 7.09M 6.93M 6.87M 6.92M 7.02M 10.01M 9.49M 9.12M 8.96M 8.59M 8.49M 8.25M 7.77M 6.75M 6.50M 6.58M
Franklin Resources 1.64M 1.72M 1.90M 1.28M 1.22M 923.85K 732.20K 584.65K 474.40K 840.49K 1.78M 1.54M 1.33M 1.79M 2.22M 637.30K 1.73M 4.91M 5.10M 5.83M
AQR Capital Management — — — — — — — — — — 8.55K 27.93K 30.94K 36.18K 62.91K 139.03K 207.88K 698.23K 4.69M 4.83M

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