UBS Group AG-RegUBS
13F holders, Q1 2025 (March 31)586holders +14
62new positions
48sold out
7famous investors
$30.44avg. 13F price*
At the end of Q1 2025, 586 institutions reported holding UBS Group AG-Reg (UBS) in their 13F filings, up 14 from Q4 2024. 62 opened new positions and 48 sold out. The largest holders were UBS Group AG ($4.5B), Norges Bank ($4.3B) and Vanguard Group Inc. ($4.0B). 7 famous investors held it, including Ken Fisher (0.7% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- UBS Group AG-Reg
- CUSIP
- H42097107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $264.2M |
| Exits | 48 | $222.1M |
All 13F filers, Q4 2024 → Q1 2025: 106,382,581 shares bought and 116,278,690 shares sold, net −9,896,109 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 586 holders
| UBS Group AG | 1.00% | Reduce -4.1% | 147,271,042 | $4.5B |
| Norges Bank | 0.60% | Reduce -23.6% | 139,886,962 | $4.3B |
| Vanguard Group Inc. | 0.07% | Add +2.8% | 131,449,343 | $4.0B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.59% | Add +1.9% | 74,893,429 | $2.3B |
| Massachusetts Financial Services Co. | 0.76% | Reduce -8.4% | 74,421,028 | $2.3B |
| Dodge & Cox | 1.27% | Reduce -1.2% | 72,608,792 | $2.2B |
| FMR LLC | 0.14% | Add +27.8% | 70,952,562 | $2.2B |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4.86% | Add +8.2% | 55,586,232 | $1.7B |
| Fisher Asset Management | 0.66% | Add +1138.0% | 49,975,870 | $1.5B |
| Cevian Capital II GP LTD | 56.35% | No change | 43,787,401 | $1.3B |
| Capital World Investors | 0.19% | Add +1.0% | 37,800,654 | $1.2B |
| Pictet Asset Management Holding SA | 1.20% | Add +1.3% | 35,428,808 | $1.1B |
| JPMorgan Chase & Co. | 0.08% | Add +23.4% | 32,669,997 | $1.0B |
| Deutsche Bank AG | 0.38% | Add +16.1% | 31,350,911 | $960.3M |
| Legal & General Group Plc | 0.22% | Reduce -1.1% | 27,169,698 | $825.2M |
| Pzena Investment Management LLC | 2.75% | Reduce -0.8% | 29,350,825 | $788.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.80% | Reduce -21.4% | 22,259,342 | $676.4M |
| Arrowstreet Capital, Limited Partnership | 0.43% | Reduce -15.1% | 17,561,721 | $534.9M |
| Vontobel Holding Ltd. | 1.90% | Add +4.3% | 17,146,184 | $521.1M |
| Amundi | 0.18% | Add +2.8% | 17,220,775 | $486.0M |
| Goldman Sachs Group Inc. | 0.09% | Reduce -29.8% | 15,757,199 | $482.6M |
| Wellington Management Group LLP | 0.07% | Reduce -5.9% | 12,160,903 | $369.3M |
| Nuveen, LLC | 0.11% | — | 11,445,119 | $348.2M |
| FIL Ltd | 0.26% | Add +26.3% | 8,889,201 | $270.0M |
| Bank of America Corp. | 0.02% | Reduce -5.3% | 8,787,314 | $269.2M |
| Bank of New York Mellon Corp | 0.05% | Reduce -1.2% | 8,489,653 | $260.0M |
| Caisse Des Depots Et Consignations | 12.11% | Reduce -6.0% | 7,922,061 | $251.9M |
| Morgan Stanley | 0.02% | Reduce -19.0% | 8,135,925 | $249.2M |
| Russell Investments Group, Ltd. | 0.33% | Add +38.6% | 7,802,029 | $237.0M |
| Royal Bank of Canada | 0.05% | Reduce -9.4% | 7,575,602 | $232.0M |
| ARGA Investment Management, LP | 7.34% | Reduce -1.6% | 7,220,663 | $219.3M |
| Royal London Asset Management Ltd. | 0.50% | Add +1.4% | 6,868,003 | $210.4M |
| Banque Cantonale Vaudoise | 9.11% | — | 6,812,034 | $206.9M |
| Citigroup Inc. | 0.14% | Reduce -11.3% | 5,825,829 | $176.9M |
| WCM Investment Management, LLC | 0.43% | Add +2.3% | 5,304,521 | $167.4M |
| Canada Pension Plan Investment Board | 0.16% | Reduce -10.9% | 5,475,476 | $166.4M |
| AXA S.A. | 0.51% | Reduce -0.5% | 5,065,935 | $155.2M |
| Compagnie Lombard Odier SCmA | 1.75% | Add +13.8% | 4,689,965 | $142.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.45% | Add +3.0% | 4,506,853 | $138.8M |
| DekaBank Deutsche Girozentrale | 0.26% | Add +2.3% | 4,366,422 | $134.4M |
| Natixis Advisors, LLC | 0.25% | Reduce -16.9% | 4,350,277 | $133.2M |
| Platinum Investment Management Ltd. | 7.63% | New | 4,336,796 | $131.7M |
| Northern Trust Corp. | 0.02% | Add +4.4% | 4,291,663 | $131.5M |
| BlackRock, Inc. | 0.00% | Add +2.4% | 4,097,680 | $125.5M |
| Allianz Asset Management GmbH | 0.19% | Reduce -2.5% | 4,132,377 | $125.5M |
| SIH Partners, LLLP | 10.87% | Reduce -42.8% | 4,045,543 | $123.9M |
| M&G PLC | 0.75% | Reduce -8.1% | 3,772,813 | $115.2M |
| Aviva PLC | 0.28% | Reduce -4.4% | 3,780,611 | $114.8M |
| LGT Group Foundation | 1.37% | Add +8.1% | 3,281,006 | $99.7M |
| Ameriprise Financial Inc. | 0.03% | Add +0.3% | 3,027,712 | $92.7M |
| ANTIPODES PARTNERS Ltd | 2.55% | Add +9.6% | 2,684,289 | $81.5M |
| Public Employees Retirement System of Ohio | 0.29% | Add +38.7% | 2,656,908 | $80.8M |
| Public Sector Pension Investment Board | 0.35% | Add +5.0% | 2,656,645 | $80.7M |
| Korea Investment CORP | 0.17% | Reduce -12.3% | 2,310,867 | $70.2M |
| Franklin Resources Inc. | 0.02% | Add +23.8% | 2,215,330 | $68.1M |
| CANADA LIFE ASSURANCE Co | 0.12% | Add +9.8% | 2,214,661 | $67.3M |
| Captrust Financial Advisors | 0.16% | Reduce -1.3% | 2,123,241 | $65.0M |
| Border to Coast Pensions Partnership Ltd | 1.30% | No change | 2,090,000 | $63.5M |
| Janus Henderson Group PLC | 0.03% | Add +1.4% | 1,977,630 | $62.7M |
| Patient Capital Management, LLC | 3.22% | Add +0.0% | 2,043,053 | $62.6M |
| J. Safra Sarasin Holding AG | 1.11% | Reduce -48.9% | 2,022,080 | $61.5M |
| Invesco Ltd. | 0.01% | Reduce -17.3% | 1,988,707 | $60.9M |
| Bank of Montreal | 0.03% | Reduce -64.0% | 1,905,941 | $57.9M |
| State of Tennessee, Department of Treasury | 0.22% | Add +29.1% | 1,863,086 | $56.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +2.2% | 1,716,424 | $52.6M |
| Brandes Investment Partners, LP | 0.49% | Reduce -3.7% | 1,573,481 | $48.2M |
| HSBC Holdings PLC | 0.03% | Reduce -27.8% | 1,560,157 | $47.4M |
| ABN AMRO Bank N.V. | 0.64% | Add +1.1% | 1,516,539 | $46.2M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +1.9% | 1,438,990 | $43.9M |
| Moore Capital Management, LP | 1.73% | New | 1,442,286 | $43.8M |
| Generali Asset Management SPA SGR | 1.03% | Add +127.4% | 1,560,346 | $41.9M |
| Jupiter Asset Management Ltd. | 0.37% | Reduce -31.1% | 1,275,845 | $38.7M |
| American Century Companies Inc. | 0.02% | Add +7.3% | 1,235,015 | $37.8M |
| Exane Asset Management | 21.79% | Add +4.0% | 1,290,435 | $37.4M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.22% | Reduce -48.1% | 1,181,261 | $35.9M |
| Mackenzie Financial Corp. | 0.05% | Reduce -35.9% | 1,140,405 | $34.7M |
| Fullerton Fund Management Co Ltd. | 2.21% | Add +42.4% | 1,129,313 | $34.4M |
| Renaissance Technologies | 0.05% | Add +73.7% | 1,091,391 | $33.4M |
| TD Asset Management Inc | 0.03% | Add +12.5% | 1,081,873 | $32.9M |
| Susquehanna International Group, LLP | 0.04% | Add +220.3% | 843,711 | $25.8M |
| Banque Pictet & Cie SA | 0.27% | Add +21.3% | 822,271 | $25.0M |
| Zurich Insurance Group Ltd | 0.20% | Reduce -5.5% | 808,482 | $24.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -23.5% | 793,485 | $24.3M |
| Credit Agricole S A | 0.09% | Reduce -65.0% | 785,134 | $24.0M |
| ASR Vermogensbeheer N.V. | 0.36% | — | 790,776 | $24.0M |
| Channing Global Advisors, LLC | 15.42% | Add +13.9% | 745,768 | $22.7M |
| Wells Fargo & Company | 0.01% | Reduce -9.4% | 739,634 | $22.7M |
| Governors Lane LP | 4.72% | Reduce -21.6% | 697,900 | $21.2M |
| Worldquant Millennium Advisors LLC | 0.13% | New | 672,190 | $20.4M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -66.5% | 625,236 | $19.2M |
| AMF Tjanstepension AB | 0.14% | Add +140.1% | 628,870 | $19.1M |
| Systrade AG | 25.18% | Add +20.2% | 595,000 | $18.1M |
| Haven Global Partners, LLC | 18.61% | Reduce -4.9% | 584,672 | $17.8M |
| Alliancebernstein L.P. | 0.01% | Add +0.9% | 579,291 | $17.7M |
| Crocodile Capital Partners GmbH | 24.72% | New | 570,000 | $17.5M |
| Jane Street Group, LLC | 0.03% | Add +453.2% | 551,173 | $16.9M |
| Stifel Financial Corp. | 0.02% | Reduce -8.8% | 537,535 | $16.5M |
| Mangrove Partners Im, LLC | 1.86% | No change | 527,637 | $16.2M |
| Edmond DE Rothschild Holding S.A. | 0.28% | Reduce -4.2% | 525,503 | $16.0M |
| Acadian Asset Management LLC | 0.05% | Reduce -92.3% | 527,669 | $16.0M |
"% of holder's portfolio" is UBS's weight in each manager's 13F, not the share of UBS Group AG-Reg the manager owns.