Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in UBS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 117.5M | $4.59B | -19.7% | 3.785% | 0.69% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 97.3M | $3.79B | β | 3.134% | 0.09% |
| 3 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 65.5M | $2.60B | -4.5% | 2.112% | 0.87% |
| 4 | Fisher Asset Management, LLC | 66.1M | $2.58B | +3.1% | 2.129% | 0.88% |
| 5 | Zurcher Kantonalbank (Zurich Cantonalbank) | 56.7M | $2.17B | +14.4% | 1.826% | 4.72% |
| 6 | FMR LLC | 53.9M | $2.10B | -7.2% | 1.736% | 0.11% |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 49.9M | $1.91B | -13.4% | 1.609% | 0.36% |
| 8 | Cevian Capital II GP LTD | 48.1M | $1.88B | 0.0% | 1.550% | 60.29% |
| 9 | Pictet Asset Management Holding SA | 35.6M | $1.36B | -0.9% | 1.147% | 1.45% |
| 10 | DODGE & COX | 33.6M | $1.31B | -0.1% | 1.084% | 0.72% |
| 11 | DEUTSCHE BANK AG\ | 31.9M | $1.25B | +7.8% | 1.029% | 0.41% |
| 12 | VANGUARD FIDUCIARY TRUST CO | 27.5M | $1.07B | β | 0.886% | 0.27% |
| 13 | Capital World Investors | 23.5M | $913.5M | -37.2% | 0.757% | 0.12% |
| 14 | Amundi | 23.3M | $910.1M | +16.9% | 0.751% | 0.25% |
| 15 | Legal & General Group Plc | 23.4M | $895.0M | -0.9% | 0.754% | 0.21% |
| 16 | GOLDMAN SACHS GROUP INC | 22.4M | $873.8M | +0.7% | 0.721% | 0.10% |
| 17 | SIH Partners, LLLP | 21.3M | $834.1M | +17.8% | 0.688% | 11.01% |
| 18 | PZENA INVESTMENT MANAGEMENT LLC | 26.5M | $815.7M | -10.8% | 0.855% | 2.65% |
| 19 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 18.9M | $728.3M | +7.5% | 0.607% | 0.39% |
| 20 | Vontobel Holding Ltd. | 15.1M | $581.5M | +6.3% | 0.487% | 2.00% |
| 21 | VANGUARD ASSET MANAGEMENT, Ltd | 14.1M | $550.3M | β | 0.455% | 0.48% |
| 22 | Nuveen, LLC | 11.2M | $431.8M | -1.6% | 0.362% | 0.12% |
| 23 | Qube Research & Technologies Ltd | 10.8M | $417.2M | +136.3% | 0.349% | 0.49% |
| 24 | BANK OF AMERICA CORP /DE/ | 9.7M | $377.2M | -9.8% | 0.311% | 0.03% |
| 25 | Ninety One UK Ltd | 8.7M | $332.3M | -1.6% | 0.280% | 0.77% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in UBS β a direct measure of their conviction.
Filings activity in UBS during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new UBS position in Q1 2026
Institutions that fully closed their UBS position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 660 | 1.5% | 29.06% | 11.27 pp | $44.17B | 28% |
| Q4 2025 | 670 | +13% | 40.33% | +7.80 pp | $61.30B | +24% |
| Q3 2025 | 594 | +1.7% | 32.53% | +2.60 pp | $49.44B | +8.7% |
| Q2 2025 | 584 | +3.5% | 29.93% | +3.87 pp | $45.49B | +15% |
| Q1 2025 | 564 | +2.9% | 26.06% | +0.88 pp | $39.61B | +3.5% |
| Q4 2024 | 548 | +4.0% | 25.18% | +3.94 pp | $38.27B | +19% |
| Q3 2024 | 527 | 0.8% | 21.24% | 6.01 pp | $32.29B | 22% |
| Q2 2024 | 531 | β | 27.25% | β | $41.41B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying UBS stock.
Based on Q1 2026 13F filings, institutional ownership of UBS Group AG stands at 29.1%, held across 660 reporting institutions.
UBS Group AG is the largest reported institutional holder of UBS, with approximately 117,481,352 shares worth $4.59B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of UBS, including Fisher Asset Management, LLC.
Our composite Smart Money Score for UBS is 34 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
101 institutions opened new positions in UBS during Q1 2026, while 111 fully exited. 100 added to existing positions and 450 trimmed.
UBS institutional ownership fell by 11.27 percentage points quarter-over-quarter, with a net change of -10 holders.
The top 10 institutions account for 55.0% of all reported 13F value in UBS, and the top 25 account for 79.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
UBS Group AG (UBS) Institutional Ownership