UBS GROUP AG (UBS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
739
Reporting holders
$64.6B
Reported value
37.9%
Of shares outstanding
3.3%
Held as options
+79
Holder change
Institutions report 1,266,117,402 shares against 3,341,581,714 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (concept 2025-12-31).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| UBS Group AG | $5.8B | 107,137,265 | 0.73% | 31q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $4.9B | 98,080,411 | 0.10% | 2q | +0.8%+$40.5M |
| NORGES BANK | $4.8B | 95,849,980 | 0.47% | 32q | -8.7%-$452.6M |
| Fisher Asset Management, LLC | $3.2B | 64,920,294 | 0.96% | 8q | -1.7%-$57.2M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $3.2B | 62,927,553 | 1.01% | 31q | -4.0%-$132.9M |
| WELLINGTON MANAGEMENT GROUP LLP | $3.0B | 59,553,311 | 0.51% | 31q | +19.3%+$478.4M |
| FMR LLC | $2.8B | 55,541,141 | 0.12% | 31q | +3.1%+$82.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $2.7B | 55,233,032 | 5.26% | 31q | -2.5%-$71.6M |
| Cevian Capital II GP LTD | $2.4B | 48,117,675 | 64.50% | 11q | HELD |
| Pictet Asset Management Holding SA | $1.8B | 36,743,822 | 1.74% | 12q | +3.2%+$57.2M |
| Dodge & Cox | $1.7B | 33,630,342 | 0.87% | 31q | HELD |
| Assenagon Asset Management S.A. | $1.6B | 33,072,836 | 1.02% | 31q | +12655.0%+$1.6B |
| JPMORGAN CHASE & CO | $1.5B | 29,666,939 | 0.08% | 31q | +8.1%+$114.7M |
| VANGUARD FIDUCIARY TRUST CO | $1.4B | 27,709,028 | 0.30% | 2q | +0.7%+$9.8M |
| GOLDMAN SACHS GROUP INC | $1.3B | 19,805,601 | 0.11% | 31q | +29.1%+$288.7M |
| Amundi | $1.3B | 25,463,870 | 0.31% | 21q | +9.3%+$107.5M |
| DEUTSCHE BANK AG\ | $1.2B | 24,147,522 | 0.35% | 34q | -24.4%-$385.3M |
| Legal & General Group Plc | $1.1B | 22,124,624 | 0.23% | 13q | -5.5%-$63.5M |
| PZENA INVESTMENT MANAGEMENT LLC | $905.5M | 22,604,129 | 2.66% | 31q | -14.8%-$157.8M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $844.2M | 17,034,727 | 0.37% | 12q | -9.6%-$90.0M |
| Vontobel Holding Ltd. | $779.6M | 14,698,356 | 2.48% | 21q | -2.8%-$22.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | $734.9M | 14,828,609 | 0.50% | 2q | +5.1%+$35.5M |
| Capital World Investors | $720.6M | 14,545,505 | 0.09% | 14q | -38.1%-$443.4M |
| SIH Partners, LLLP | $667.7M | 98,350 | 4.20% | 7q | -96.8%-$20.4B |
| Nuveen, LLC | $520.3M | 10,482,169 | 0.12% | 6q | -6.6%-$37.0M |
| BANK OF AMERICA CORP /DE/ | $511.7M | 10,325,213 | 0.03% | 31q | +6.9%+$33.2M |
| CANADA PENSION PLAN INVESTMENT BOARD | $507.1M | 10,233,181 | 0.28% | 31q | +28.6%+$112.8M |
| CITIGROUP INC | $395.8M | 7,234,261 | 0.13% | 31q | +21.4%+$69.8M |
| CAISSE DES DEPOTS ET CONSIGNATIONS | $388.0M | 7,812,061 | 6.56% | 7q | HELD |
| MORGAN STANLEY | $381.3M | 7,694,575 | 0.02% | 35q | -0.9%-$3.4M |
| Jupiter Topco LLC | $371.6M | 7,482,210 | 0.15% | new | FIRST |
| Ninety One UK Ltd | $354.3M | 7,133,245 | 0.79% | 4q | -17.9%-$77.2M |
| Qube Research & Technologies Ltd | $349.8M | 5,474,754 | 0.32% | 13q | -28.1%-$136.6M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $329.9M | 6,650,553 | 0.25% | 32q | +13.8%+$39.9M |
| Bank of New York Mellon Corp | $325.9M | 6,575,317 | 0.05% | 31q | +1.1%+$3.6M |
| Russell Investments Group, Ltd. | $318.0M | 6,405,254 | 0.28% | 31q | -17.2%-$66.2M |
| WCM INVESTMENT MANAGEMENT, LLC | $304.4M | 6,150,458 | 0.55% | 13q | +5.1%+$14.9M |
| Public Sector Pension Investment Board | $290.2M | 5,852,618 | 0.38% | 31q | +130.2%+$164.1M |
| FRANKLIN RESOURCES INC | $288.6M | 5,826,152 | 0.06% | 31q | +14.2%+$35.9M |
| ROYAL BANK OF CANADA | $286.3M | 5,577,794 | 0.04% | 31q | +41.7%+$84.3M |
| Bank Julius Baer & Co. Ltd, Zurich | $278.1M | 5,601,012 | 0.72% | 11q | -8.4%-$25.5M |
| Compagnie Lombard Odier SCmA | $267.3M | 5,382,576 | 2.89% | 31q | +2.1%+$5.5M |
| M&G PLC | $262.7M | 5,307,939 | 1.31% | 10q | +6.6%+$16.2M |
| DIMENSIONAL FUND ADVISORS LP | $242.5M | 4,893,948 | 0.04% | new | NEW |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $241.4M | 4,872,034 | 0.24% | 3q | +5.0%+$11.6M |
| AQR CAPITAL MANAGEMENT LLC | $239.4M | 4,831,556 | 0.08% | 10q | +3.0%+$6.9M |
| Allianz Asset Management GmbH | $236.9M | 6,194,747 | 0.21% | 40q | HELD |
| NORTHERN TRUST CORP | $217.5M | 4,389,280 | 0.03% | 31q | +0.7%+$1.6M |
| JONES FINANCIAL COMPANIES LLLP | $202.7M | 4,128,651 | 0.08% | 12q | +17.4%+$30.0M |
| BlackRock, Inc. | $200.3M | 4,041,667 | 0.00% | 8q | +5.1%+$9.7M |
| AVIVA PLC | $182.8M | 3,688,297 | 0.27% | 31q | +3.3%+$5.8M |
| ROYAL LONDON ASSET MANAGEMENT LTD | $171.9M | 3,468,512 | 0.32% | 22q | -1.3%-$2.3M |
| Clearbridge Investments, LLC | $163.3M | 3,295,070 | 0.14% | 31q | +2292.0%+$156.5M |
| TD Asset Management Inc | $163.1M | 3,283,895 | 0.14% | 22q | +28.7%+$36.4M |
| LGT Group Foundation | $162.4M | 3,276,919 | 1.84% | 19q | -4.7%-$8.1M |
| Liontrust Investment Partners LLP | $122.1M | 2,458,659 | 1.79% | new | NEW |
| VIKING GLOBAL INVESTORS LP | $120.8M | 2,435,805 | 0.34% | new | NEW |
| ASR Vermogensbeheer N.V. | $119.2M | 2,401,020 | 1.23% | 6q | +82.3%+$53.8M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $119.1M | 2,398,700 | 0.35% | 8q | HELD |
| AMERICAN CENTURY COMPANIES INC | $118.1M | 2,381,984 | 0.05% | 27q | +17.8%+$17.9M |
| Invesco Ltd. | $112.5M | 2,269,793 | 0.01% | 21q | -6.7%-$8.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $108.1M | 133,183 | 0.01% | 31q | -91.5%-$1.2B |
| Korea Investment CORP | $105.8M | 2,130,913 | 0.20% | 22q | -6.5%-$7.4M |
| BANK OF MONTREAL /CAN/ | $101.3M | 2,044,026 | 0.03% | 31q | -16.9%-$20.7M |
| CAPTRUST FINANCIAL ADVISORS | $100.9M | 2,036,912 | 0.15% | 26q | -2.8%-$2.9M |
| Life Cycle Investment Partners Ltd | $100.9M | 2,031,327 | 0.47% | 3q | +18.2%+$15.5M |
| Generali Asset Management SPA SGR | $99.8M | 2,491,590 | 1.80% | 7q | -6.1%-$6.5M |
| JANE STREET GROUP, LLC | $94.0M | 746,183 | 0.01% | 31q | -74.7%-$277.6M |
| State of Tennessee, Department of Treasury | $92.4M | 1,860,583 | 0.27% | 13q | -3.9%-$3.8M |
| MOORE CAPITAL MANAGEMENT, LP | $92.1M | 1,858,635 | 1.37% | 6q | -8.9%-$9.0M |
| 1832 Asset Management L.P. | $84.1M | 1,697,000 | 0.04% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $83.6M | 1,686,431 | 0.02% | 31q | +12.2%+$9.1M |
| AMERIPRISE FINANCIAL INC | $82.0M | 1,651,479 | 0.02% | 31q | -50.4%-$83.3M |
| CREDIT AGRICOLE S A | $81.5M | 1,644,169 | 0.17% | 30q | +76.3%+$35.3M |
| BANQUE PICTET & CIE SA | $81.3M | 1,637,812 | 0.51% | 27q | -1.6%-$1.4M |
| ABN AMRO Bank N.V. | $80.7M | 1,630,379 | 1.04% | 14q | +10.9%+$7.9M |
| Vanguard Investments Australia, Ltd. | $80.0M | 1,614,810 | 0.20% | 2q | +2.3%+$1.8M |
| FIL Ltd | $77.7M | 1,567,708 | 0.06% | 23q | -5.8%-$4.8M |
| CITADEL ADVISORS LLC | $69.4M | 336,523 | 0.01% | 31q | -50.3%-$70.2M |
| BRANDES INVESTMENT PARTNERS, LP | $69.3M | 1,398,641 | 0.49% | 31q | +2.2%+$1.5M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $65.0M | 1,308,707 | 0.15% | 4q | +145.2%+$38.5M |
| SEB Asset Management AB | $64.7M | 1,302,198 | 0.24% | 2q | +12.3%+$7.1M |
| Vanguard Global Advisers, LLC | $64.5M | 1,301,841 | 0.03% | 2q | +7.7%+$4.6M |
| Lansforsakringar Fondforvaltning AB (publ) | $64.3M | 1,295,198 | 0.29% | 7q | -8.1%-$5.7M |
| MILLENNIUM MANAGEMENT LLC | $63.3M | 165,363 | 0.02% | 17q | -67.2%-$129.9M |
| Optiver Holding B.V. | $61.4M | options only | 0.02% | 21q | OPTIONS |
| STATE OF WISCONSIN INVESTMENT BOARD | $59.1M | 1,190,788 | 0.12% | 3q | +2.3%+$1.3M |
| Rathbones Group PLC | $58.6M | 1,179,032 | 0.22% | new | NEW |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $58.2M | 1,173,305 | 0.05% | 31q | -5.0%-$3.0M |
| Crocodile Capital Partners GmbH | $58.0M | 1,170,000 | 39.44% | 6q | HELD |
| Mediolanum International Funds Ltd | $54.9M | 1,111,179 | 0.47% | 10q | +88.9%+$25.9M |
| Zurich Insurance Group Ltd/FI | $53.7M | 1,083,128 | 0.37% | 31q | +86.8%+$24.9M |
| DJE Kapital AG | $49.0M | 983,564 | 0.92% | new | NEW |
| Patient Capital Management, LLC | $47.3M | 953,734 | 1.55% | 14q | -23.2%-$14.3M |
| EFG International AG | $44.5M | 898,628 | 0.81% | 3q | +0.6%+$287.3K |
| J. Safra Sarasin Holding AG | $43.3M | 1,104,367 | 0.62% | 9q | +1.6%+$696.7K |
| WELLS FARGO & COMPANY/MN | $40.2M | 810,448 | 0.01% | 31q | -38.0%-$24.6M |
| RAYMOND JAMES FINANCIAL INC | $38.5M | 776,059 | 0.01% | 7q | +13.1%+$4.5M |
| ALLIANCEBERNSTEIN L.P. | $38.1M | 976,101 | 0.01% | 31q | +58.2%+$14.0M |
| GAM Holding AG | $37.9M | 762,272 | 2.90% | 5q | +8.5%+$3.0M |
Showing the largest 100 of 770 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 739 | $64.6B | 1,266,117,402 | 134 | 253 | 202 | 3.3% |
| Q1 2026 | 660 | $45.9B | 1,134,704,782 | 80 | 232 | 198 | 4.7% |
| Q4 2025 | 666 | $61.8B | 1,294,257,678 | 89 | 226 | 176 | 3.3% |
| Q3 2025 | 594 | $52.2B | 1,214,282,599 | 81 | 214 | 162 | 4.8% |
| Q2 2025 | 567 | $46.2B | 1,308,465,631 | 63 | 198 | 194 | 4.6% |
| Q1 2025 | 551 | $44.6B | 1,390,346,301 | 58 | 204 | 166 | 5.2% |
| Q4 2024 | 545 | $43.9B | 1,395,953,667 | 53 | 180 | 156 | 3.2% |
| Q3 2024 | 520 | $45.3B | 1,406,973,082 | 48 | 177 | 167 | 4.3% |
| Q2 2024 | 522 | $43.0B | 1,384,526,133 | 62 | 182 | 161 | 5.3% |
| Q1 2024 | 503 | $44.8B | 1,386,205,040 | 56 | 172 | 159 | 5.3% |
| Q4 2023 | 486 | $43.2B | 1,321,214,983 | 72 | 160 | 144 | 5.7% |
| Q3 2023 | 447 | $33.2B | 1,245,093,153 | 69 | 137 | 144 | 7.4% |
| Q2 2023 | 408 | $26.7B | 1,244,854,707 | 85 | 137 | 134 | 6.1% |
| Q1 2023 | 391 | $31.5B | 1,415,571,825 | 98 | 104 | 140 | 4.6% |
| Q4 2022 | 315 | $22.6B | 1,173,148,442 | 40 | 85 | 122 | 2.9% |
| Q3 2022 | 364 | $19.5B | 1,281,054,096 | 41 | 115 | 134 | 4.1% |
| Q2 2022 | 369 | $21.9B | 1,302,179,655 | 49 | 109 | 136 | 3.8% |
| Q1 2022 | 376 | $28.1B | 1,370,838,038 | 57 | 116 | 132 | 4.6% |
| Q4 2021 | 366 | $27.6B | 1,411,381,365 | 34 | 133 | 106 | 6.7% |
| Q3 2021 | 359 | $22.8B | 1,323,543,628 | 29 | 128 | 107 | 7.1% |
| Q2 2021 | 363 | $21.5B | 1,312,963,694 | 45 | 131 | 101 | 6.3% |
| Q1 2021 | 348 | $19.5B | 1,187,910,200 | 44 | 141 | 94 | 5.1% |
| Q4 2020 | 344 | $18.8B | 1,301,909,960 | 56 | 125 | 96 | 4.0% |
| Q3 2020 | 307 | $15.1B | 1,286,465,677 | 29 | 100 | 112 | 6.1% |
| Q2 2020 | 304 | $15.4B | 1,263,676,062 | 47 | 99 | 113 | 5.9% |
| Q1 2020 | 300 | $12.2B | 1,248,052,305 | 51 | 103 | 92 | 5.6% |
| Q4 2019 | 297 | $17.3B | 1,315,371,277 | 44 | 84 | 95 | 4.4% |
| Q3 2019 | 288 | $14.6B | 1,202,096,722 | 31 | 81 | 114 | 6.6% |
| Q2 2019 | 305 | $17.0B | 1,369,540,946 | 40 | 99 | 106 | 4.4% |
| Q1 2019 | 329 | $16.1B | 1,266,020,339 | 41 | 116 | 98 | 4.9% |
| Q4 2018 | 316 | $18.3B | 1,433,156,430 | 5 | 4 | 7 | 3.1% |