UBS Group AG
13F holders, Q1 2026 (March 31)1holders
1new positions
0sold out
$38.24avg. 13F price*
At the end of Q1 2026, 1 institutions reported holding UBS Group AG in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 0 sold out. The largest holder was Liontrust Investment Partners LLP ($94.0M).
- Company
- UBS Group AG
- CUSIP
- SBRJL1761
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $94.0M |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q1 2026: 2,458,659 shares bought, net +2,458,659 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Liontrust Investment Partners LLP | 1.61% | New | 2,458,659 | $94.0M |
"% of holder's portfolio" is UBS GROUP AG's weight in each manager's 13F, not the share of UBS Group AG the manager owns.