UBS Group AG-RegUBS
13F holders, Q3 2025 (September 30)620holders +23
84new positions
57sold out
10famous investors
$40.91avg. 13F price*
At the end of Q3 2025, 620 institutions reported holding UBS Group AG-Reg (UBS) in their 13F filings, up 23 from Q2 2025. 84 opened new positions and 57 sold out. The largest holders were Vanguard Group Inc. ($5.6B), UBS Group AG ($5.4B) and Massachusetts Financial Services Co. ($3.2B). 10 famous investors held it, including Andreas Halvorsen (1.4% of Viking Global Investors's portfolio), Ken Fisher (0.9% of Fisher Asset Management'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 84 | $448.0M |
| Exits | 57 | $241.3M |
All 13F filers, Q2 2025 → Q3 2025: 153,971,270 shares bought and 121,006,331 shares sold, net +32,964,939 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 620 holders
| Vanguard Group Inc. | 0.08% | Add +1.5% | 137,347,438 | $5.6B |
| UBS Group AG | 1.06% | Add +14.3% | 132,478,549 | $5.4B |
| Massachusetts Financial Services Co. | 0.98% | Add +21.0% | 77,353,590 | $3.2B |
| Wellington Management Group LLP | 0.46% | Add +254.9% | 63,671,310 | $2.6B |
| Fisher Asset Management | 0.91% | Add +4.7% | 61,168,437 | $2.5B |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4.96% | Reduce -11.4% | 52,794,518 | $2.2B |
| FMR LLC | 0.10% | Reduce -0.3% | 48,458,708 | $2.0B |
| Cevian Capital II GP LTD | 57.90% | No change | 48,117,675 | $2.0B |
| Dodge & Cox | 0.95% | Reduce -6.6% | 42,641,442 | $1.8B |
| Capital World Investors | 0.21% | Add +1.1% | 37,343,504 | $1.5B |
| Pictet Asset Management Holding SA | 1.39% | Reduce -1.2% | 35,302,882 | $1.4B |
| JPMorgan Chase & Co. | 0.09% | Add +10.2% | 34,776,844 | $1.4B |
| Deutsche Bank AG | 0.34% | Add +8.3% | 24,860,799 | $1.0B |
| Pzena Investment Management LLC | 3.13% | Reduce -3.7% | 29,746,473 | $967.1M |
| Legal & General Group Plc | 0.21% | Reduce -5.6% | 23,403,367 | $956.3M |
| Goldman Sachs Group Inc. | 0.12% | Add +13.3% | 20,907,270 | $857.2M |
| Amundi | 0.26% | Reduce -1.7% | 19,997,948 | $820.7M |
| Arrowstreet Capital, Limited Partnership | 0.50% | Add +3.7% | 19,434,955 | $794.5M |
| Bank of America Corp. | 0.05% | Add +102.0% | 17,026,177 | $698.1M |
| Acadian Asset Management LLC | 1.10% | Add +13752.3% | 15,367,879 | $627.9M |
| Vontobel Holding Ltd. | 1.77% | Add +0.1% | 13,835,545 | $565.0M |
| Viking Global Investors | 1.39% | Add +407.5% | 13,096,560 | $534.9M |
| Nuveen, LLC | 0.12% | Reduce -6.2% | 10,695,670 | $437.3M |
| AXA Investment Managers S.A. | 1.13% | — | 4,222,171 | $416.7M |
| Bank of Montreal | 0.16% | Add +248.7% | 9,325,276 | $380.8M |
| Ninety One UK Ltd | 0.77% | New | 8,689,535 | $355.1M |
| Citigroup Inc. | 0.24% | Add +42.5% | 8,618,813 | $352.2M |
| Russell Investments Group, Ltd. | 0.39% | Add +6.9% | 8,282,908 | $338.5M |
| Caisse Des Depots Et Consignations | 13.73% | No change | 7,922,061 | $323.2M |
| Bank of New York Mellon Corp | 0.06% | Reduce -5.8% | 7,771,740 | $317.5M |
| Morgan Stanley | 0.02% | Add +0.1% | 7,713,775 | $316.3M |
| Banque Cantonale Vaudoise | 10.36% | Add +0.9% | 6,760,992 | $276.2M |
| Royal Bank of Canada | 0.05% | Reduce -11.3% | 6,701,770 | $274.8M |
| Canada Pension Plan Investment Board | 0.16% | Reduce -10.6% | 5,726,162 | $233.8M |
| WCM Investment Management, LLC | 0.45% | Reduce -0.1% | 5,217,681 | $215.6M |
| Compagnie Lombard Odier SCmA | 2.36% | Reduce -2.9% | 5,223,667 | $213.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.19% | Reduce -27.1% | 5,102,940 | $208.3M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.52% | Reduce -16.8% | 4,527,451 | $185.5M |
| Northern Trust Corp. | 0.02% | Add +3.4% | 4,449,460 | $182.4M |
| Allianz Asset Management GmbH | 0.22% | Add +6.4% | 4,439,632 | $181.4M |
| DekaBank Deutsche Girozentrale | 0.30% | No change | 4,269,505 | $176.2M |
| BlackRock, Inc. | 0.00% | Add +5.4% | 4,202,101 | $172.3M |
| M&G PLC | 0.95% | Reduce -6.8% | 4,111,495 | $170.4M |
| Natixis Advisors, LLC | 0.22% | Add +21.6% | 3,662,233 | $150.2M |
| Royal London Asset Management Ltd. | 0.32% | Reduce -18.4% | 3,585,113 | $147.0M |
| Aviva PLC | 0.25% | Reduce -9.1% | 3,428,251 | $139.9M |
| LGT Group Foundation | 1.51% | Add +10.3% | 3,244,463 | $131.4M |
| CANADA LIFE ASSURANCE Co | 0.17% | Add +2.5% | 2,978,387 | $121.4M |
| Qube Research & Technologies Ltd | 0.16% | Add +73.8% | 2,818,856 | $115.1M |
| Public Sector Pension Investment Board | 0.41% | Add +3.7% | 2,742,259 | $112.0M |
| Public Employees Retirement System of Ohio | 0.32% | Add +7.9% | 2,474,228 | $101.2M |
| Border to Coast Pensions Partnership Ltd | 1.64% | No change | 2,307,000 | $94.3M |
| Liontrust Investment Partners LLP | 1.35% | Add +6.1% | 2,259,318 | $92.3M |
| Captrust Financial Advisors | 0.18% | Reduce -0.3% | 2,130,180 | $87.3M |
| FIL Ltd | 0.07% | Reduce -62.7% | 2,129,404 | $87.0M |
| Janus Henderson Group PLC | 0.04% | Reduce -2.9% | 1,942,252 | $79.4M |
| State of Tennessee, Department of Treasury | 0.26% | Add +1.3% | 1,931,380 | $78.9M |
| Generali Asset Management SPA SGR | 1.62% | Add +19.4% | 2,337,752 | $76.0M |
| Invesco Ltd. | 0.01% | Add +8.9% | 1,780,106 | $73.0M |
| ABN AMRO Bank N.V. | 0.71% | Add +12.4% | 1,766,328 | $71.8M |
| Franklin Resources Inc. | 0.02% | Add +171.0% | 1,727,240 | $71.0M |
| HSBC Holdings PLC | 0.04% | Add +0.8% | 1,734,273 | $70.8M |
| Korea Investment CORP | 0.15% | Reduce -4.2% | 1,728,618 | $70.6M |
| J. Safra Sarasin Holding AG | 1.13% | Reduce -2.9% | 1,714,534 | $70.1M |
| ARGA Investment Management, LP | 1.83% | Reduce -76.9% | 1,686,108 | $68.9M |
| Credit Agricole S A | 0.22% | — | 1,651,615 | $67.7M |
| Moore Capital Management, LP | 1.37% | Reduce -33.0% | 1,653,290 | $67.5M |
| Renaissance Technologies | 0.09% | Reduce -35.3% | 1,603,191 | $65.7M |
| American Century Companies Inc. | 0.03% | Add +27.0% | 1,585,805 | $65.0M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -3.2% | 1,576,783 | $64.6M |
| Patient Capital Management, LLC | 2.46% | Reduce -22.5% | 1,500,849 | $61.5M |
| Platinum Investment Management Ltd. | 3.81% | Reduce -48.1% | 1,442,578 | $59.0M |
| Brandes Investment Partners, LP | 0.47% | Reduce -18.8% | 1,425,439 | $58.4M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -0.2% | 1,418,692 | $57.8M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.28% | Add +3.5% | 1,336,145 | $54.6M |
| Banque Pictet & Cie SA | 0.53% | Add +26.1% | 1,302,988 | $53.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -62.2% | 1,234,325 | $50.7M |
| TD Asset Management Inc | 0.04% | Add +3.2% | 1,150,323 | $47.0M |
| Two Sigma Advisers, LP | 0.09% | Add +286.0% | 1,113,955 | $45.7M |
| ANTIPODES PARTNERS Ltd | 1.00% | Reduce -55.2% | 1,089,854 | $44.5M |
| Thrivent Financial for Lutherans | 0.09% | Reduce -0.1% | 1,061,215 | $43.4M |
| Crocodile Capital Partners GmbH | 33.72% | Add +1.5% | 1,010,000 | $41.4M |
| Worldquant Millennium Advisors LLC | 0.16% | Add +0.4% | 881,630 | $36.0M |
| GAM Holding AG | 2.20% | Add +1.6% | 872,819 | $35.7M |
| ASR Vermogensbeheer N.V. | 0.42% | Add +5.7% | 839,193 | $34.3M |
| D. E. Shaw & Co. | 0.03% | Add +105.5% | 818,817 | $33.6M |
| Mackenzie Financial Corp. | 0.04% | Add +2.8% | 789,683 | $32.2M |
| Exane Asset Management | 10.16% | Reduce -24.1% | 789,001 | $30.1M |
| Fullerton Fund Management Co Ltd. | 1.15% | Reduce -2.4% | 727,292 | $29.7M |
| Levin Capital Strategies, L.P. | 2.63% | Reduce -3.0% | 698,736 | $28.6M |
| Alliancebernstein L.P. | 0.01% | Add +27.1% | 687,911 | $28.2M |
| Haven Global Partners, LLC | 19.88% | Add +0.5% | 679,072 | $27.7M |
| Channing Global Advisors, LLC | 19.05% | Reduce -9.2% | 673,409 | $27.5M |
| Wells Fargo & Company | 0.01% | Reduce -20.1% | 657,432 | $27.0M |
| Zurich Insurance Group Ltd | 0.19% | Add +16.2% | 655,660 | $26.7M |
| SIH Partners, LLLP | 2.32% | Add +85.5% | 645,813 | $26.5M |
| Great Lakes Advisors, LLC | 0.21% | Reduce -0.0% | 627,555 | $25.7M |
| Systrade AG | 18.84% | No change | 625,000 | $25.5M |
| Raymond James Financial Inc. | 0.01% | Add +14.5% | 596,798 | $24.5M |
| Stifel Financial Corp. | 0.02% | Add +0.2% | 548,881 | $22.5M |
"% of holder's portfolio" is UBS's weight in each manager's 13F, not the share of UBS Group AG-Reg the manager owns.