| 4 |
| Fisher Asset Management, LLC |
| 64.9M |
| $3.22B |
| -1.8% |
| 1.981% |
| 0.96% |
| 5 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 62.9M | $3.20B | -4.0% | 1.920% | 1.01% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 59.6M | $2.96B | +19.3% | 1.817% | 0.51% |
| 7 | FMR LLC | 55.5M | $2.75B | +3.1% | 1.695% | 0.12% |
| 8 | Zurcher Kantonalbank (Zurich Cantonalbank) | 55.2M | $2.74B | -2.5% | 1.685% | 5.26% |
| 9 | Cevian Capital II GP LTD | 48.1M | $2.38B | 0.0% | 1.468% | 64.50% |
| 10 | Pictet Asset Management Holding SA | 36.7M | $1.82B | +3.2% | 1.121% | 1.74% |
| 11 | DODGE & COX | 33.6M | $1.67B | -0.0% | 1.026% | 0.87% |
| 12 | JPMORGAN CHASE & CO | 29.7M | $1.47B | +8.1% | 0.905% | 0.08% |
| 13 | VANGUARD FIDUCIARY TRUST CO | 27.7M | $1.37B | +0.7% | 0.845% | 0.30% |
| 14 | GOLDMAN SACHS GROUP INC | 25.9M | $1.28B | +15.6% | 0.789% | 0.11% |
| 15 | Amundi | 25.5M | $1.26B | +9.3% | 0.777% | 0.30% |
| 16 | DEUTSCHE BANK AG\ | 24.1M | $1.20B | -24.4% | 0.737% | 0.35% |
| 17 | Legal & General Group Plc | 22.1M | $1.10B | -5.5% | 0.675% | 0.23% |
| 18 | PZENA INVESTMENT MANAGEMENT LLC | 22.6M | $905.5M | -14.8% | 0.690% | 2.66% |
| 19 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 17.0M | $844.2M | -9.6% | 0.520% | 0.37% |
| 20 | Assenagon Asset Management S.A. | 16.5M | $821.2M | +6277.5% | 0.504% | 0.51% |
| 21 | Vontobel Holding Ltd. | 15.7M | $779.6M | +4.0% | 0.480% | 2.48% |
| 22 | VANGUARD ASSET MANAGEMENT, Ltd | 14.8M | $734.9M | +5.1% | 0.452% | 0.50% |
| 23 | Capital World Investors | 14.5M | $720.6M | -38.1% | 0.444% | 0.09% |
| 24 | SIH Partners, LLLP | 13.5M | $667.7M | -36.9% | 0.411% | 4.20% |
| 25 | Nuveen, LLC | 10.5M | $520.3M | -6.6% | 0.320% | 0.12% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in UBS — a direct measure of their conviction.
| 40.35% |
| +1.27 pp |
| $39.61B |
| +3.5% |
| Q4 2024 | 548 | +4.0% | 39.08% | +6.18 pp | $38.27B | +19% |
| Q3 2024 | 527 | — | 32.90% | — | $32.29B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
UBS institutional ownership rose by 3.43 percentage points quarter-over-quarter, with a net change of +88 holders.
The top 10 institutions account for 54.2% of all reported 13F value in UBS, and the top 25 account for 78.4%.
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