UBS Group AG-RegUBS
13F holders, Q2 2025 (June 30)597holders +11
64new positions
53sold out
9famous investors
$33.64avg. 13F price*
At the end of Q2 2025, 597 institutions reported holding UBS Group AG-Reg (UBS) in their 13F filings, up 11 from Q1 2025. 64 opened new positions and 53 sold out. The largest holders were Norges Bank ($4.9B), Vanguard Group Inc. ($4.6B) and UBS Group AG ($3.9B). 9 famous investors held it, including Ken Fisher (0.8% of Fisher Asset Management's portfolio), Andreas Halvorsen (0.3% of Viking Global Investors's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- UBS Group AG-Reg
- CUSIP
- H42097107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $267.7M |
| Exits | 53 | $55.8M |
All 13F filers, Q1 2025 → Q2 2025: 65,134,234 shares bought and 153,607,840 shares sold, net −88,473,606 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 597 holders
| Norges Bank | 0.61% | Add +3.0% | 144,091,392 | $4.9B |
| Vanguard Group Inc. | 0.07% | Add +3.0% | 135,357,012 | $4.6B |
| UBS Group AG | 0.82% | Reduce -21.3% | 115,915,485 | $3.9B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.48% | Reduce -5.6% | 70,666,454 | $2.4B |
| Massachusetts Financial Services Co. | 0.69% | Reduce -14.1% | 63,935,645 | $2.2B |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4.92% | Add +7.2% | 59,561,637 | $2.0B |
| Fisher Asset Management | 0.78% | Add +16.9% | 58,424,089 | $2.0B |
| FMR LLC | 0.09% | Reduce -31.5% | 48,588,330 | $1.6B |
| Cevian Capital II GP LTD | 57.40% | Add +9.9% | 48,117,675 | $1.6B |
| Dodge & Cox | 0.87% | Reduce -37.1% | 45,635,942 | $1.5B |
| Capital World Investors | 0.18% | Reduce -2.2% | 36,957,240 | $1.3B |
| Pictet Asset Management Holding SA | 1.23% | Add +0.9% | 35,735,675 | $1.2B |
| JPMorgan Chase & Co. | 0.07% | Reduce -3.4% | 31,561,123 | $1.1B |
| Legal & General Group Plc | 0.21% | Reduce -8.8% | 24,789,498 | $836.2M |
| Pzena Investment Management LLC | 2.70% | Add +5.3% | 30,902,392 | $829.7M |
| Deutsche Bank AG | 0.29% | Reduce -26.8% | 22,950,153 | $776.2M |
| Amundi | 0.25% | Add +18.1% | 20,346,519 | $707.4M |
| Arrowstreet Capital, Limited Partnership | 0.45% | Add +6.7% | 18,739,159 | $634.2M |
| Goldman Sachs Group Inc. | 0.10% | Add +17.1% | 18,450,919 | $624.0M |
| Wellington Management Group LLP | 0.11% | Add +47.5% | 17,940,249 | $605.1M |
| Vontobel Holding Ltd. | 1.54% | Reduce -19.4% | 13,823,767 | $468.0M |
| Nuveen, LLC | 0.11% | Reduce -0.4% | 11,396,193 | $384.6M |
| Caisse Des Depots Et Consignations | 12.02% | No change | 7,922,061 | $287.0M |
| Bank of America Corp. | 0.02% | Reduce -4.1% | 8,429,237 | $285.1M |
| Bank of New York Mellon Corp | 0.05% | Reduce -2.9% | 8,247,213 | $278.9M |
| Russell Investments Group, Ltd. | 0.33% | Reduce -0.7% | 7,750,678 | $261.4M |
| Morgan Stanley | 0.02% | Reduce -5.3% | 7,702,163 | $260.5M |
| Royal Bank of Canada | 0.05% | Reduce -0.3% | 7,553,670 | $255.5M |
| ARGA Investment Management, LP | 6.75% | Add +0.9% | 7,289,109 | $246.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.25% | Reduce -68.5% | 7,001,057 | $236.1M |
| Banque Cantonale Vaudoise | 9.22% | Reduce -1.7% | 6,699,155 | $226.0M |
| Canada Pension Plan Investment Board | 0.19% | Add +16.9% | 6,403,636 | $216.8M |
| Citigroup Inc. | 0.14% | Add +3.8% | 6,047,392 | $204.0M |
| FIL Ltd | 0.17% | Reduce -35.8% | 5,709,666 | $193.2M |
| Compagnie Lombard Odier SCmA | 2.39% | Add +14.7% | 5,379,193 | $181.4M |
| WCM Investment Management, LLC | 0.40% | Reduce -1.6% | 5,221,697 | $174.6M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.45% | Add +20.8% | 5,443,355 | $151.4M |
| M&G PLC | 0.86% | Add +17.0% | 4,413,062 | $150.2M |
| Royal London Asset Management Ltd. | 0.34% | Reduce -36.0% | 4,395,785 | $148.7M |
| Northern Trust Corp. | 0.02% | Add +0.3% | 4,304,018 | $145.6M |
| DekaBank Deutsche Girozentrale | 0.26% | Reduce -2.2% | 4,269,505 | $144.1M |
| Allianz Asset Management GmbH | 0.19% | Add +1.0% | 4,174,157 | $140.8M |
| BlackRock, Inc. | 0.00% | Reduce -2.7% | 3,986,549 | $134.8M |
| Aviva PLC | 0.26% | Reduce -0.2% | 3,772,790 | $127.6M |
| AXA S.A. | 0.35% | Reduce -28.6% | 3,614,786 | $122.3M |
| Ameriprise Financial Inc. | 0.03% | Add +7.8% | 3,262,619 | $112.0M |
| Natixis Advisors, LLC | 0.16% | Reduce -30.8% | 3,011,100 | $101.8M |
| LGT Group Foundation | 1.25% | Reduce -10.3% | 2,941,343 | $99.6M |
| CANADA LIFE ASSURANCE Co | 0.16% | Add +31.1% | 2,904,401 | $98.1M |
| Platinum Investment Management Ltd. | 6.23% | Reduce -35.9% | 2,778,489 | $93.7M |
| Bank of Montreal | 0.05% | Add +40.3% | 2,674,414 | $90.5M |
| Public Sector Pension Investment Board | 0.38% | Reduce -0.5% | 2,644,750 | $89.2M |
| Viking Global Investors | 0.25% | New | 2,580,412 | $87.3M |
| Renaissance Technologies | 0.11% | Add +127.0% | 2,477,891 | $83.8M |
| Moore Capital Management, LP | 1.79% | Add +71.0% | 2,465,661 | $83.4M |
| ANTIPODES PARTNERS Ltd | 2.54% | Reduce -9.4% | 2,432,229 | $82.0M |
| Border to Coast Pensions Partnership Ltd | 1.43% | Add +10.4% | 2,307,000 | $77.8M |
| Public Employees Retirement System of Ohio | 0.26% | Reduce -13.7% | 2,292,635 | $77.3M |
| Captrust Financial Advisors | 0.16% | Add +0.7% | 2,137,497 | $72.3M |
| Liontrust Investment Partners LLP | 1.03% | New | 2,128,894 | $71.8M |
| Jane Street Group, LLC | 0.12% | Add +280.2% | 2,095,483 | $70.9M |
| Janus Henderson Group PLC | 0.03% | Add +1.1% | 1,999,751 | $67.5M |
| Patient Capital Management, LLC | 2.96% | Reduce -5.2% | 1,937,639 | $65.5M |
| State of Tennessee, Department of Treasury | 0.23% | Add +2.4% | 1,906,828 | $64.3M |
| Korea Investment CORP | 0.14% | Reduce -21.9% | 1,803,655 | $60.8M |
| J. Safra Sarasin Holding AG | 1.03% | Reduce -12.6% | 1,766,535 | $59.6M |
| Brandes Investment Partners, LP | 0.54% | Add +11.5% | 1,754,446 | $59.3M |
| HSBC Holdings PLC | 0.04% | Add +10.3% | 1,720,276 | $58.0M |
| Invesco Ltd. | 0.01% | Reduce -17.8% | 1,633,951 | $55.3M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -5.1% | 1,628,308 | $55.1M |
| Qube Research & Technologies Ltd | 0.08% | Add +159.4% | 1,621,594 | $54.9M |
| ABN AMRO Bank N.V. | 0.69% | Add +3.6% | 1,571,564 | $53.3M |
| Generali Asset Management SPA SGR | 1.20% | Add +25.4% | 1,957,087 | $52.5M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -1.2% | 1,421,985 | $47.8M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.25% | Add +9.2% | 1,290,334 | $43.5M |
| American Century Companies Inc. | 0.02% | Add +1.1% | 1,248,597 | $42.2M |
| TD Asset Management Inc | 0.03% | Add +3.0% | 1,114,841 | $37.6M |
| Thrivent Financial for Lutherans | 0.08% | Add +6413.6% | 1,061,842 | $35.8M |
| Banque Pictet & Cie SA | 0.36% | Add +25.7% | 1,033,470 | $34.9M |
| Jupiter Asset Management Ltd. | 0.28% | Reduce -21.7% | 999,014 | $33.7M |
| Crocodile Capital Partners GmbH | 56.52% | Add +74.6% | 995,000 | $33.7M |
| Exane Asset Management | 12.78% | Reduce -19.5% | 1,038,991 | $32.7M |
| Worldquant Millennium Advisors LLC | 0.15% | Add +30.7% | 878,317 | $29.7M |
| Governors Lane LP | 4.10% | Add +25.8% | 877,822 | $29.7M |
| GAM Holding AG | 2.04% | New | 859,043 | $29.0M |
| Wells Fargo & Company | 0.01% | Add +11.3% | 822,982 | $27.8M |
| ASR Vermogensbeheer N.V. | 0.35% | Add +0.4% | 794,098 | $26.8M |
| Mackenzie Financial Corp. | 0.03% | Reduce -32.7% | 767,981 | $26.0M |
| Fullerton Fund Management Co Ltd. | 1.02% | Reduce -34.0% | 745,363 | $25.1M |
| Channing Global Advisors, LLC | 16.15% | Reduce -0.5% | 741,861 | $25.0M |
| Levin Capital Strategies, L.P. | 2.39% | Add +74.6% | 720,476 | $24.4M |
| AMF Tjanstepension AB | 0.16% | Add +12.6% | 708,033 | $24.0M |
| Millennium Management | 0.02% | Add +176.9% | 705,553 | $23.9M |
| Haven Global Partners, LLC | 17.88% | Add +15.6% | 675,824 | $22.8M |
| Edmond DE Rothschild Holding S.A. | 0.36% | Add +28.4% | 674,660 | $22.7M |
| Franklin Resources Inc. | 0.01% | Reduce -71.2% | 637,302 | $21.6M |
| Great Lakes Advisors, LLC | 0.18% | Add +746.8% | 627,657 | $21.2M |
| Systrade AG | 23.71% | Add +5.0% | 625,000 | $20.9M |
| Zurich Insurance Group Ltd | 0.15% | Reduce -30.2% | 564,070 | $19.0M |
| Stifel Financial Corp. | 0.02% | Add +1.9% | 547,729 | $18.5M |
"% of holder's portfolio" is UBS's weight in each manager's 13F, not the share of UBS Group AG-Reg the manager owns.