Ranked by reported Q2 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 | 116.4M | $5.77B | -1.0% | 3.550% | 0.73% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 98.1M | $4.86B | +0.8% | 2.992% | 0.10% |
| 3 | NORGES BANK | 95.8M | $4.75B | β | 2.924% | 0.47% |
| 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). 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 Q2 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 771 | +13% | 40.04% | +3.43 pp | $63.52B | +39% |
| Q1 2026 | 683 | +0.1% | 36.61% | 5.16 pp | $45.56B | 26% |
| Q4 2025 | 682 | +12% | 41.77% | +3.39 pp | $61.57B | +23% |
| Q3 2025 | 607 | +3.9% | 38.38% | 3.47 pp | $49.92B | +9.7% |
| Q2 2025 | 584 | +3.5% | 41.85% | +1.50 pp | $45.49B | +15% |
| Q1 2025 | 564 | +2.9% | 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 | β | 32.90% | β | $32.29B | 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 Q2 2026 13F filings, institutional ownership of UBS Group AG stands at 40.0%, held across 771 reporting institutions.
UBS Group AG is the largest reported institutional holder of UBS, with approximately 116,351,485 shares worth $5.77B as of Q2 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 69 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
133 institutions opened new positions in UBS during Q2 2026, while 54 fully exited. 538 added to existing positions and 68 trimmed.
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