UBS Group AG-RegUBS
13F holders, Q2 2026 (June 30)766holders +79
136new positions
55sold out
9famous investors
$49.38avg. 13F price*
At the end of Q2 2026, 766 institutions reported holding UBS Group AG-Reg (UBS) in their 13F filings, up 79 from Q1 2026. 136 opened new positions and 55 sold out. The largest holders were UBS Group AG ($5.3B), Vanguard Capital Management LLC ($4.9B) and Norges Bank ($4.8B). 9 famous investors held it, including Ken Fisher (1.0% of Fisher Asset Management's portfolio), Andreas Halvorsen (0.3% of Viking Global Investors's portfolio) and Jeremy Grantham (0.1% of GMO's portfolio).
- Company
- UBS Group AG-Reg
- CUSIP
- H42097107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 136 | $693.5M |
| Exits | 55 | $157.8M |
All 13F filers, Q1 2026 → Q2 2026: 77,755,507 shares bought and 54,993,147 shares sold, net +22,762,360 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 766 holders
| UBS Group AG | 0.84% | Add +0.2% | 107,137,265 | $5.3B |
| Vanguard Capital Management LLC | 0.10% | Add +0.8% | 98,080,411 | $4.9B |
| Norges Bank | 0.47% | — | 95,849,980 | $4.8B |
| Fisher Asset Management | 0.96% | Reduce -1.8% | 64,920,294 | $3.2B |
| Massachusetts Financial Services Co. | 1.02% | Reduce -4.0% | 62,927,553 | $3.2B |
| Wellington Management Group LLP | 0.51% | Add +19.3% | 59,553,311 | $3.0B |
| FMR LLC | 0.12% | Add +3.1% | 55,541,141 | $2.8B |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5.26% | Reduce -2.5% | 55,233,032 | $2.7B |
| Cevian Capital II GP LTD | 64.50% | No change | 48,117,675 | $2.4B |
| Pictet Asset Management Holding SA | 1.74% | Add +3.2% | 36,743,822 | $1.8B |
| Dodge & Cox | 0.87% | Reduce -0.0% | 33,630,342 | $1.7B |
| JPMorgan Chase & Co. | 0.09% | Add +8.1% | 29,666,939 | $1.5B |
| Vanguard Fiduciary Trust Co. | 0.30% | Add +0.7% | 27,709,028 | $1.4B |
| Amundi | 0.30% | Add +9.3% | 25,463,870 | $1.3B |
| Deutsche Bank AG | 0.35% | Reduce -24.4% | 24,147,522 | $1.2B |
| Legal & General Group Plc | 0.23% | Reduce -5.5% | 22,124,624 | $1.1B |
| Goldman Sachs Group Inc. | 0.10% | Add +29.1% | 19,805,601 | $981.6M |
| Pzena Investment Management LLC | 2.66% | Reduce -14.8% | 22,604,129 | $905.5M |
| Arrowstreet Capital, Limited Partnership | 0.37% | Reduce -9.6% | 17,034,727 | $844.2M |
| Assenagon Asset Management S.A. | 1.07% | Add +6277.5% | 16,536,418 | $821.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.50% | Add +5.1% | 14,828,609 | $734.9M |
| Vontobel Holding Ltd. | 2.44% | Reduce -2.8% | 14,698,356 | $728.4M |
| Capital World Investors | 0.09% | Reduce -38.1% | 14,545,505 | $720.6M |
| Nuveen, LLC | 0.12% | Reduce -6.6% | 10,482,169 | $520.3M |
| Bank of America Corp. | 0.03% | Add +6.9% | 10,325,213 | $511.7M |
| Canada Pension Plan Investment Board | 0.28% | Add +28.6% | 10,233,181 | $507.1M |
| Caisse Des Depots Et Consignations | 6.56% | No change | 7,812,061 | $388.0M |
| Morgan Stanley | 0.02% | Reduce -0.9% | 7,694,575 | $381.3M |
| Jupiter Topco LLC | 0.15% | — | 7,482,210 | $371.6M |
| Citigroup Inc. | 0.17% | Add +21.4% | 7,234,261 | $359.3M |
| Banque Cantonale Vaudoise | 15.06% | Add +0.3% | 7,162,067 | $355.7M |
| Ninety One UK Ltd | 0.79% | Reduce -17.9% | 7,133,245 | $354.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.26% | Add +13.8% | 6,650,553 | $329.9M |
| Bank of New York Mellon Corp | 0.05% | Add +1.1% | 6,575,317 | $325.9M |
| Allianz Asset Management GmbH | 0.29% | Add +3.4% | 6,407,087 | $318.2M |
| Russell Investments Group, Ltd. | 0.28% | Reduce -17.2% | 6,405,254 | $318.0M |
| WCM Investment Management, LLC | 0.55% | Add +5.1% | 6,150,458 | $304.4M |
| Franklin Resources Inc. | 0.06% | Add +14.2% | 5,826,152 | $288.6M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.72% | Reduce -8.4% | 5,601,012 | $278.1M |
| Royal Bank of Canada | 0.05% | Add +41.7% | 5,577,794 | $276.4M |
| Qube Research & Technologies Ltd | 0.30% | Reduce -28.1% | 5,474,754 | $271.3M |
| Compagnie Lombard Odier SCmA | 2.89% | Add +2.1% | 5,382,576 | $267.3M |
| M&G PLC | 1.36% | Add +6.6% | 5,307,939 | $262.7M |
| Dimensional Fund Advisors LP | 0.04% | New | 4,893,948 | $242.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.24% | Add +5.0% | 4,872,034 | $241.4M |
| AQR Capital Management | 0.08% | Add +3.0% | 4,831,556 | $239.4M |
| Natixis Advisors, LLC | 0.26% | Add +11.6% | 4,605,772 | $228.3M |
| Northern Trust Corp. | 0.03% | Add +0.7% | 4,389,280 | $217.5M |
| Jones Financial Companies LLLP | 0.08% | Add +17.4% | 4,128,651 | $202.7M |
| BlackRock, Inc. | 0.00% | Add +5.1% | 4,041,667 | $200.3M |
| Aviva PLC | 0.27% | Add +3.3% | 3,688,297 | $182.8M |
| Acadian Asset Management LLC | 0.21% | Add +19.7% | 3,556,341 | $176.6M |
| Royal London Asset Management Ltd. | 0.32% | Reduce -1.4% | 3,468,512 | $171.9M |
| CANADA LIFE ASSURANCE Co | 0.26% | Add +5.4% | 3,339,552 | $165.6M |
| Clearbridge Investments, LLC | 0.14% | Add +2292.0% | 3,295,070 | $163.3M |
| TD Asset Management Inc | 0.14% | Add +28.7% | 3,283,895 | $163.1M |
| LGT Group Foundation | 1.84% | Reduce -4.7% | 3,276,919 | $162.4M |
| DekaBank Deutsche Girozentrale | 0.27% | No change | 4,269,505 | $162.0M |
| Public Sector Pension Investment Board | 0.38% | Add +15.1% | 2,926,309 | $145.1M |
| Liontrust Investment Partners LLP | 1.79% | New | 2,458,659 | $122.1M |
| Viking Global Investors | 0.34% | New | 2,435,805 | $120.8M |
| ASR Vermogensbeheer N.V. | 1.23% | Add +82.3% | 2,401,020 | $119.2M |
| Public Employees Retirement System of Ohio | 0.35% | Add +0.3% | 2,398,700 | $119.1M |
| Border to Coast Pensions Partnership Ltd | 1.75% | Add +3.8% | 2,394,800 | $118.8M |
| American Century Companies Inc. | 0.05% | Add +17.8% | 2,381,984 | $118.1M |
| Invesco Ltd. | 0.01% | Reduce -6.7% | 2,269,793 | $112.5M |
| Korea Investment CORP | 0.20% | Reduce -6.5% | 2,130,913 | $105.8M |
| Bank of Montreal | 0.04% | Reduce -16.9% | 2,044,026 | $101.3M |
| Captrust Financial Advisors | 0.15% | Reduce -2.8% | 2,036,912 | $100.9M |
| Life Cycle Investment Partners Ltd | 0.47% | Add +18.2% | 2,031,327 | $100.9M |
| Generali Asset Management SPA SGR | 1.80% | Reduce -6.1% | 2,491,590 | $99.8M |
| State of Tennessee, Department of Treasury | 0.27% | Reduce -3.9% | 1,860,583 | $92.4M |
| Moore Capital Management, LP | 2.18% | Reduce -8.9% | 1,858,635 | $92.1M |
| 1832 Asset Management L.P. | 0.10% | New | 1,697,000 | $84.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +12.2% | 1,686,431 | $83.6M |
| Ameriprise Financial Inc. | 0.02% | Reduce -0.7% | 1,651,479 | $82.0M |
| Credit Agricole S A | 0.21% | Add +76.3% | 1,644,169 | $81.5M |
| Banque Pictet & Cie SA | 0.84% | Reduce -1.6% | 1,637,812 | $81.3M |
| ABN AMRO Bank N.V. | 1.04% | Add +10.9% | 1,630,379 | $80.7M |
| Vanguard Investments Australia, Ltd. | 0.20% | Add +2.3% | 1,614,810 | $80.0M |
| FIL Ltd | 0.06% | Reduce -5.8% | 1,567,708 | $77.7M |
| Brandes Investment Partners, LP | 0.49% | Add +2.2% | 1,398,641 | $69.3M |
| GMO | 0.15% | Add +145.2% | 1,308,707 | $65.0M |
| SEB Asset Management AB | 0.24% | Add +12.3% | 1,302,198 | $64.7M |
| Vanguard Global Advisers, LLC | 0.03% | Add +7.7% | 1,301,841 | $64.5M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.29% | Reduce -8.2% | 1,295,198 | $64.3M |
| State of Wisconsin Investment Board | 0.12% | Add +2.3% | 1,190,788 | $59.1M |
| Rathbones Group PLC | 0.22% | Reduce -3.4% | 1,179,032 | $58.6M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -5.0% | 1,173,305 | $58.2M |
| Crocodile Capital Partners GmbH | 39.44% | No change | 1,170,000 | $58.0M |
| Mediolanum International Funds Ltd | 0.47% | Add +88.9% | 1,111,179 | $54.9M |
| Zurich Insurance Group Ltd | 0.37% | Add +86.8% | 1,083,128 | $53.7M |
| DJE Kapital AG | 0.92% | New | 983,564 | $49.0M |
| Patient Capital Management, LLC | 1.57% | Reduce -23.2% | 953,734 | $47.3M |
| EFG International AG | 0.83% | Add +0.7% | 898,628 | $44.5M |
| J. Safra Sarasin Holding AG | 0.62% | Add +1.6% | 1,104,367 | $43.3M |
| Thrivent Financial for Lutherans | 0.07% | Reduce -1.4% | 853,597 | $42.4M |
| Wells Fargo & Company | 0.01% | Add +24.0% | 810,448 | $40.2M |
| Raymond James Financial Inc. | 0.01% | Add +13.1% | 776,059 | $38.5M |
| Alliancebernstein L.P. | 0.01% | Add +58.3% | 976,101 | $38.1M |
"% of holder's portfolio" is UBS's weight in each manager's 13F, not the share of UBS Group AG-Reg the manager owns.