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UBS

UBS Group AG
$51.13 -0.31 (-0.60%) At close · Jul 8
Market Cap
$169.99B
Shares
3,277,805,164

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 691
Total Value: $47,727,490,533
Total Shares: 1,216,603,069
Showing 1–100 of 731 holdings by value · page 1 of 8

Institutional Ownership Trend

26 quarters

Superinvestors Holding UBS

All superinvestors →
Samantha McLemore $48,523,181 Joel Greenblatt $235,240

Holder Concentration

Across 685 13F filers
Top Holder
9.8%
Jun 2023 → Mar 2026 · range 9.8% – 13.0%
of institutional value
Top 5
33.6%
Jun 2023 → Mar 2026 · range 33.6% – 50.8%
of institutional value
Top 10
52.0%
Jun 2023 → Mar 2026 · range 52.0% – 70.8%
of institutional value
HHI
370
Jun 2023 → Mar 2026 · range 370 – 653
Broadly held
Showing 100 of 731
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega UBS Group AG $4,176,199,407 8.75% 106,890,182
Mega VANGUARD CAPITAL MANAGEMENT LLC $3,800,102,253 7.96% 97,263,943
Mega Fisher Asset Management, LLC $2,581,520,478 5.41% 66,074,238
Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $2,560,728,320 5.37% 65,542,061
Large Zurcher Kantonalbank (Zurich Cantonalbank) Bank $2,214,275,332 4.64% 56,674,567
Mega FMR LLC $2,105,237,407 4.41% 53,883,732
Mega WELLINGTON MANAGEMENT GROUP LLP $1,950,400,065 4.09% 49,920,657
Mid Cevian Capital II GP LTD $1,879,957,562 3.94% 48,117,675
Large Pictet Asset Management Holding SA $1,390,564,749 2.91% 35,591,624
Mega Dodge & Cox $1,314,496,162 2.75% 33,644,642
Mega DEUTSCHE BANK AG\ Bank $1,247,216,995 2.61% 31,922,626
Mega VANGUARD FIDUCIARY TRUST CO Bank $1,074,836,915 2.25% 27,510,543
Mega JPMORGAN CHASE & CO $1,071,856,022 2.25% 27,434,247
Large PZENA INVESTMENT MANAGEMENT LLC $1,037,087,949 2.17% 26,544,355
Mega Capital World Investors $917,982,703 1.92% 23,495,846
Mega Legal & General Group Plc $914,337,392 1.92% 23,402,544
Mega Amundi $910,129,670 1.91% 23,294,847
Large Assenagon Asset Management S.A. $819,544,876 1.72% 16,536,418
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $736,505,756 1.54% 18,850,928
Mega GOLDMAN SACHS GROUP INC $599,528,600 1.26% 15,344,986
Large Vontobel Holding Ltd. $590,983,795 1.24% 15,126,281
Mega VANGUARD ASSET MANAGEMENT, Ltd $551,372,093 1.16% 14,112,416
Mid SIH Partners, LLLP $463,702,295 0.97% 11,868,500
Mega Nuveen, LLC $438,654,673 0.92% 11,227,404
Mega UBS Group AG $394,262,011 0.83% 10,091,170
Mega BANK OF AMERICA CORP /DE/ Bank $377,220,221 0.79% 9,654,984
Large Ninety One UK Ltd $339,439,300 0.71% 8,687,978
Mega CANADA PENSION PLAN INVESTMENT BOARD Pension $310,873,035 0.65% 7,956,822
Mid CAISSE DES DEPOTS ET CONSIGNATIONS $305,217,223 0.64% 7,812,061
Mega MORGAN STANLEY $303,309,118 0.64% 7,763,223
Large Russell Investments Group, Ltd. $302,358,734 0.63% 7,738,898
Large Qube Research & Technologies Ltd $297,422,015 0.62% 7,612,542
Mid Banque Cantonale Vaudoise $279,013,325 0.58% 7,141,370
Mega Bank of New York Mellon Corp Bank $254,060,873 0.53% 6,502,710
Mid SIH Partners, LLLP $248,961,854 0.52% 6,372,200
Large Allianz Asset Management GmbH $242,028,764 0.51% 6,194,747
Mega GOLDMAN SACHS GROUP INC $239,139,656 0.50% 6,120,800
Large Bank Julius Baer & Co. Ltd, Zurich Bank $238,880,348 0.50% 6,114,163
Mega CITIGROUP INC $232,821,372 0.49% 5,959,083
Large WCM INVESTMENT MANAGEMENT, LLC $228,567,313 0.48% 5,850,200
Mega DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main Bank $228,378,563 0.48% 5,845,369
Mid Compagnie Lombard Odier SCmA $205,979,774 0.43% 5,272,070
Mega JANUS HENDERSON GROUP PLC $202,907,426 0.43% 5,193,433
Mega FRANKLIN RESOURCES INC $199,319,547 0.42% 5,101,601
Large M&G PLC $194,598,293 0.41% 4,980,760
Mega AQR CAPITAL MANAGEMENT LLC $183,359,532 0.38% 4,693,103
Large BNP PARIBAS ASSET MANAGEMENT Holding S.A. $181,232,524 0.38% 4,638,662
Mega NORTHERN TRUST CORP Bank $170,224,316 0.36% 4,356,906
Large DekaBank Deutsche Girozentrale Bank $166,809,560 0.35% 4,269,505
Large NATIXIS ADVISORS, LLC $161,242,436 0.34% 4,127,014
Mega ROYAL BANK OF CANADA Bank $153,763,146 0.32% 3,935,581
Mega BlackRock, Inc. $150,280,253 0.31% 3,846,436
Large AVIVA PLC $139,508,694 0.29% 3,570,737
Large JONES FINANCIAL COMPANIES LLLP $137,448,259 0.29% 3,518,000
Large ROYAL LONDON ASSET MANAGEMENT LTD $137,365,353 0.29% 3,515,878
Mid LGT Group Foundation Endowment $134,378,020 0.28% 3,439,417
Large CANADA LIFE ASSURANCE Co Insurance $123,741,527 0.26% 3,167,175
Mid SIH Partners, LLLP $121,394,826 0.25% 3,107,111
Large Qube Research & Technologies Ltd $119,050,197 0.25% 3,047,100
Large ACADIAN ASSET MANAGEMENT LLC $116,090,878 0.24% 2,971,356
Mega JANE STREET GROUP, LLC $115,270,915 0.24% 2,950,369
Mid Generali Asset Management SPA SGR $103,688,263 0.22% 2,653,910
Mega TD Asset Management Inc $99,682,024 0.21% 2,551,370
Large Public Sector Pension Investment Board Pension $99,318,049 0.21% 2,542,054
Mega BANK OF MONTREAL /CAN/ Bank $96,152,397 0.20% 2,461,029
Mega Invesco Ltd. $95,033,117 0.20% 2,432,381
Large PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Pension $93,469,817 0.20% 2,392,368
Mid Border to Coast Pensions Partnership Ltd Pension $90,134,490 0.19% 2,307,000
Large Korea Investment CORP $89,054,829 0.19% 2,279,366
Large CAPTRUST FINANCIAL ADVISORS $81,906,621 0.17% 2,096,407
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $80,601,410 0.17% 2,063,000
Mid MOORE CAPITAL MANAGEMENT, LP $79,687,132 0.17% 2,039,599
Mega AMERICAN CENTURY COMPANIES INC $78,984,537 0.17% 2,021,616
Large State of Tennessee, Department of Treasury $75,676,284 0.16% 1,936,941
Small Exane Asset Management $73,583,851 0.15% 1,883,385
Large Life Cycle Investment Partners Ltd $67,162,072 0.14% 1,719,019
Large BANQUE PICTET & CIE SA $65,054,441 0.14% 1,665,074
Mega FIL Ltd $65,052,369 0.14% 1,665,021
Mega AMERIPRISE FINANCIAL INC $65,005,290 0.14% 1,663,816
Large Vanguard Investments Australia, Ltd. $61,680,238 0.13% 1,578,711
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $61,170,336 0.13% 1,565,660
Mega ENVESTNET ASSET MANAGEMENT INC $58,741,354 0.12% 1,503,490
Small Crocodile Capital Partners GmbH $57,985,200 0.12% 1,170,000
Mid ABN AMRO Bank N.V. Bank $57,442,198 0.12% 1,470,238
Large Lansforsakringar Fondforvaltning AB (publ) $55,092,372 0.12% 1,410,094
Large BRANDES INVESTMENT PARTNERS, LP $53,466,200 0.11% 1,368,472
Mega D. E. Shaw & Co., Inc. $51,492,461 0.11% 1,317,954
Mid ASR Vermogensbeheer N.V. $51,459,487 0.11% 1,317,110
Mid Patient Capital Management, LLC $48,523,181 0.10% 1,241,955
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $48,237,462 0.10% 1,234,642
Large Rathbones Group PLC $47,666,728 0.10% 1,220,034
Mega Vanguard Global Advisers, LLC $47,210,742 0.10% 1,208,363
Large STATE OF WISCONSIN INVESTMENT BOARD $45,483,535 0.10% 1,164,155
Large SEB Asset Management AB $45,285,646 0.09% 1,159,090
Mega CITADEL ADVISORS LLC $43,164,536 0.09% 1,104,800
Mid J. Safra Sarasin Holding AG $42,453,772 0.09% 1,086,608
Mega CITIGROUP INC $41,871,319 0.09% 1,071,700
Large CREDIT AGRICOLE S A $36,434,960 0.08% 932,556
Mega GOLDMAN SACHS GROUP INC $35,163,000 0.07% 900,000
Mid EFG International AG $34,882,905 0.07% 892,831
Key facts CIK 1610520 CUSIP H42097107 13F (30d) 34 filings 32 filers Visit website Investor relations

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