Skip to main content
Equibles

UBS Group AG

Position in MS — Morgan Stanley

CIK 1610520 ZURICH, V8
Back to MS Full portfolio

Position in MS

as of Mar 31, 2026 · filed May 5, 2026
Position Value
$1,962,223,730
+$72,901,723 QoQ
Shares Held
11,923,338
+12.0% QoQ
Ownership
0.756%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 33.89972673759647.ToString("F0")% Shared 0.ToString("F0")% None 66.10027326240353.ToString("F0")%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Derivatives in MS

reported options exposure · as of Mar 31, 2026
CallValue
$107,131,284
CallShares
650,977
PutValue
$136,017,105
PutShares
826,500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Capital Markets

Financial Services · as of Mar 31, 2026

UBS Group AG holds $6,388,993,585 across 82 Capital Markets names. MS ranks #1 (30.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MS
Morgan Stanley
This page 		11,923,338 $1,962,223,730
2 GS
Goldman Sachs Group Inc
 1,995,089 $1,687,825,337
3 SCHW
Schwab Charles Corp
 5,779,000 $543,110,418
4 TW
Tradeweb Markets Inc.
 1,928,700 $226,930,839
5 CRCL
Circle Internet Group, Inc.
 2,279,407 $217,478,219
6 LPLA
LPL Financial Holdings Inc.
 653,883 $196,707,620
7 IBKR
Interactive Brokers Group, Inc.
 2,263,352 $151,803,014
8 NAKA
Nakamoto Inc.
 16,944,915 $149,793,048

All Filings in MS

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $136,017,105 826,500
2026-03-31 $1,962,223,730 11,923,338
2026-03-31 $107,131,284 650,977
2025-12-31 $184,462,546 1,039,050
2025-12-31 $237,765,929 1,339,300
2025-12-31 $1,889,322,007 10,642,269
2025-09-30 $314,383,140 1,977,750
2025-09-30 $1,642,511,103 10,332,858
2025-09-30 $386,511,240 2,431,500
2025-06-30 $164,475,179 1,167,650
2025-06-30 $141,944,622 1,007,700
2025-06-30 $1,566,588,994 11,121,603
2025-03-31 $122,504,783 1,050,011
2025-03-31 $196,798,956 1,686,800
2025-03-31 $1,414,824,650 12,126,722
2024-12-31 $1,378,815,362 10,967,351
2024-12-31 $254,650,134 2,025,534
2024-12-31 $437,782,184 3,482,200
2024-09-30 $283,428,560 2,719,000
2024-09-30 $635,146,620 6,093,118
2024-09-30 $1,087,366,837 10,431,378
2024-06-30 $255,444,477 2,628,300
2024-06-30 $561,227,542 5,774,540
2024-06-30 $968,328,262 9,963,250
2024-03-31 $366,197,656 3,889,100
2024-03-31 $825,973,210 8,772,018
2024-03-31 $574,278,638 6,098,966
2023-12-31 $674,834,393 7,236,830
2023-12-31 $266,601,750 2,859,000
2023-12-31 $575,270,999 6,169,126
2023-09-30 $183,969,842 2,252,600
2023-09-30 $616,749,783 7,551,730
2023-09-30 $466,475,029 5,711,706
2023-06-30 $137,425,680 1,609,200
2023-06-30 $612,650,973 7,173,899
2023-06-30 $465,601,312 5,452,006
2023-03-31 $177,426,240 2,020,800
2023-03-31 $557,024,356 6,344,241
2023-03-31 $457,385,846 5,209,406
2022-12-31 $617,420,593 7,262,063
2022-12-31 $182,554,944 2,147,200
2022-12-31 $437,440,653 5,145,150
2022-09-30 $91,184,650 1,154,090
2022-09-30 $190,563,428 2,411,890
2022-09-30 $527,983,213 6,682,486
2022-06-30 $150,591,194 1,979,900
2022-06-30 $62,136,456 816,940
2022-06-30 $469,140,053 6,168,026
2022-03-31 $621,039,223 7,105,712
2022-03-31 $187,934,909 2,150,285

Report a Problem

Category
Description
Email (optional, for follow-up)