UBS Group AG UBS Institutional Ownership

NYSE UBS

$53.99 -0.85 (-1.56%)

As of: Sep 10, 2026 · 3:59 PM EDT

Institutions by Trading Activity

3 Institutions

Increased 1 33.3%

Unchanged 1 33.3%

Reduced 1 33.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

1.54%

▼0.00 pp QoQ

Shares Held by Institutions

48.61Mn

of 3.15Bn outstanding

▼-0.01% QoQ

Shares Outstanding

3.15Bn

3.10Bn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

■0 vs prior quarter

Net Shares Added (QoQ)

-7.23K

distributed since last quarter

Value of Holdings

$2.69Bn

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) is held by 3 institutional investors per 13F filings through June 2026.

These investors collectively held 1.5% of UBS Group AG's outstanding shares in June 2026, down from 1.5% in March 2026.
Their total shares held in UBS decreased -0.01% quarter over quarter, and separately, investors owning UBS Group AG increased 50.0% from a year ago.
During the quarter, 1 of these 3 funds increased positions in UBS, 1 reduced exposure, and 1 held steady.
The aggregate institutional position in UBS Group AG amounted to 48.61Mn shares as of June 2026, down by 7.23K shares quarter on quarter, and down 56.32K shares year over year.
Cevian Capital II GP LTD holds the largest position in UBS at 48.12Mn shares as of June 30, 2026, or 1.53% of shares outstanding.
The biggest buyers of UBS Group AG for the quarter ending June 2026 included Police & Firemen's Retirement System of New Jersey (11.24K).
The largest sales of UBS for the quarter ending June 2026 came from LANDESBANK BADEN-WUERTTEMBERG (18.46K).
Business Quant data shows the 3 biggest positions in UBS Group AG as of June 2026 are held by Cevian Capital II GP LTD (48.12Mn), Police & Firemen's Retirement System of New Jersey (426.11K), LANDESBANK BADEN-WUERTTEMBERG (61.44K).

Form 13F Holdings

761 Institutional Holders

Report period 30 Jun, 2026

Total shares held 48.61Mn

Of outstanding 1.54%

#	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