UBS Group AG UBS Institutional Ownership

NYSE UBS

$46.90 -1.23 (-2.56%)

As of: Oct 1, 2026 · 10:20 AM EDT

Institutions by Trading Activity

761 Institutions

Increased 425 55.8%

Unchanged 118 15.5%

Reduced 218 28.6%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

40.40%

▲+3.82 pp QoQ

Shares Held by Institutions

1.27Bn

of 3.15Bn outstanding

▲+11.37% QoQ

Shares Outstanding

3.15Bn

1.88Bn held outside 13F filers

Institutional Investors

761

filed 13F for Jun 2026

▲+75 vs prior quarter

Net Shares Added (QoQ)

+129.95Mn

accumulated since last quarter

Value of Holdings

$61.27Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

UBS Group AG (NYSE:UBS) showed up in the 13F filings of 761 institutional investors as of June 2026.

These investors held 40.4% of outstanding shares in June 2026, up from 36.6% in March 2026.
They increased total shares held in UBS Group AG by 11.37% from last quarter, and the number of investors in UBS increased 28.11% annually.
During the quarter, 425 of these 761 funds increased positions in UBS, 218 reduced exposure, and 118 held steady.
Institutional investors collectively held 1.27Bn shares in UBS Group AG as of June 2026, up by 129.95Mn shares quarter on quarter, and down 41.48Mn shares year over year.
UBS Group AG is the top holder of UBS Group AG as of June 30, 2026, with 107.14Mn shares representing 3.4% of outstanding stock.
Leading buyers of UBS Group AG shares for the quarter ending June 2026 were NORGES BANK (95.85Mn), Assenagon Asset Management S.A. (16.28Mn), WELLINGTON MANAGEMENT GROUP LLP (9.63Mn), Jupiter Topco LLC (7.48Mn), DIMENSIONAL FUND ADVISORS LP (4.89Mn).
Leading sellers of UBS Group AG shares for the quarter ending June 2026 were Capital World Investors (8.95Mn), DEUTSCHE BANK AG\ (7.78Mn), PZENA INVESTMENT MANAGEMENT LLC (3.94Mn), SIH Partners, LLLP (3.01Mn), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (2.61Mn).
Business Quant data shows the 10 biggest positions in UBS Group AG as of June 2026 are held by UBS Group AG (107.14Mn), VANGUARD CAPITAL MANAGEMENT LLC (98.08Mn), NORGES BANK (95.85Mn), Fisher Asset Management, LLC (64.92Mn), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (62.93Mn), WELLINGTON MANAGEMENT GROUP LLP (59.55Mn), FMR LLC (55.54Mn), Zurcher Kantonalbank (Zurich Cantonalbank) (55.23Mn), Cevian Capital II GP LTD (48.12Mn), Pictet Asset Management Holding SA (36.74Mn).

Form 13F Holdings

761 Institutional Holders

Report period 30 Jun, 2026

Total shares held 1.27Bn

Of outstanding 40.40%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	UBS Group AG	0001610520	107,137,265	3.40%	▲247,083	+0.23%	$5.31Bn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	98,080,411	3.11%	▲816,468	+0.84%	$4.86Bn
3	NORGES BANK	0001374170	95,849,980	3.04%	▲95,849,980	0.00%	$4.75Bn
4	Fisher Asset Management, LLC	0000850529	64,920,294	2.06%	▼1,153,944	-1.75%	$3.22Bn
5	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0000912938	62,927,553	2.00%	▼2,614,508	-3.99%	$3.20Bn
6	WELLINGTON MANAGEMENT GROUP LLP	0000902219	59,553,311	1.89%	▲9,632,654	+19.30%	$2.96Bn
7	FMR LLC	0000315066	55,541,141	1.76%	▲1,657,409	+3.08%	$2.75Bn
8	Zurcher Kantonalbank (Zurich Cantonalbank)	0001368163	55,233,032	1.75%	▼1,441,535	-2.54%	$2.74Bn
9	Cevian Capital II GP LTD	0001365341	48,117,675	1.53%	0	0.00%	$2.38Bn
10	Pictet Asset Management Holding SA	0001993888	36,743,822	1.17%	▲1,152,198	+3.24%	$1.82Bn
11	DODGE & COX	0000200217	33,630,342	1.07%	▼14,300	-0.04%	$1.67Bn
12	Jpmorgan Chase & Co	0000019617	29,666,939	0.94%	▲2,232,692	+8.14%	$1.47Bn
13	VANGUARD FIDUCIARY TRUST CO	0000933478	27,709,028	0.88%	▲198,485	+0.72%	$1.37Bn
14	Amundi	0001330387	25,463,870	0.81%	▲2,169,023	+9.31%	$1.26Bn
15	DEUTSCHE BANK AG\	0000948046	24,147,522	0.77%	▼7,775,104	-24.36%	$1.20Bn
16	PZENA INVESTMENT MANAGEMENT LLC	0001027796	22,604,129	0.72%	▼3,940,226	-14.84%	$905.52Mn
17	Legal & General Group Plc	0000764068	22,124,624	0.70%	▼1,277,920	-5.46%	$1.10Bn
18	Goldman Sachs Group Inc	0000886982	19,805,601	0.63%	▲4,460,615	+29.07%	$981.57Mn
19	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	17,034,727	0.54%	▼1,816,201	-9.63%	$844.22Mn
20	Assenagon Asset Management S.A.	0001546007	16,536,418	0.52%	▲16,277,125	+6,277.50%	$821.23Mn

Showing 1 to 20 of 761 holders