UBS Group AG-RegUBS
13F holders, Q4 2025 (December 31)694holders +74
89new positions
46sold out
10famous investors
$46.07avg. 13F price*
At the end of Q4 2025, 694 institutions reported holding UBS Group AG-Reg (UBS) in their 13F filings, up 74 from Q3 2025. 89 opened new positions and 46 sold out. The largest holders were UBS Group AG ($6.5B), Vanguard Group Inc. ($6.4B) and Norges Bank ($4.9B). 10 famous investors held it, including Andreas Halvorsen (1.1% of Viking Global Investors's portfolio), Ken Fisher (1.0% of Fisher Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- UBS Group AG-Reg
- CUSIP
- H42097107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 89 | $524.6M |
| Exits | 46 | $90.1M |
All 13F filers, Q3 2025 → Q4 2025: 78,299,408 shares bought and 67,310,206 shares sold, net +10,989,202 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 694 holders
| UBS Group AG | 1.29% | Add +6.0% | 140,490,368 | $6.5B |
| Vanguard Group Inc. | 0.09% | Add +1.3% | 139,105,725 | $6.4B |
| Norges Bank | 0.52% | — | 104,982,026 | $4.9B |
| Massachusetts Financial Services Co. | 1.03% | Reduce -11.3% | 68,622,440 | $3.2B |
| Fisher Asset Management | 1.01% | Add +4.8% | 64,107,264 | $3.0B |
| FMR LLC | 0.14% | Add +19.9% | 58,098,230 | $2.7B |
| Wellington Management Group LLP | 0.47% | Reduce -9.4% | 57,652,790 | $2.7B |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4.99% | Reduce -6.2% | 49,529,270 | $2.3B |
| Cevian Capital II GP LTD | 60.89% | No change | 48,117,675 | $2.2B |
| JPMorgan Chase & Co. | 0.13% | Add +16.1% | 40,392,294 | $1.9B |
| Capital World Investors | 0.24% | Add +0.1% | 37,399,326 | $1.7B |
| Pictet Asset Management Holding SA | 1.63% | Add +1.8% | 35,932,192 | $1.7B |
| Dodge & Cox | 0.84% | Reduce -21.1% | 33,665,342 | $1.6B |
| Deutsche Bank AG | 0.45% | Add +19.1% | 29,605,781 | $1.4B |
| Legal & General Group Plc | 0.24% | Add +0.9% | 23,611,119 | $1.1B |
| Pzena Investment Management LLC | 3.29% | Add +0.1% | 29,774,573 | $1.1B |
| Amundi | 0.28% | Reduce -0.4% | 19,920,331 | $922.5M |
| Goldman Sachs Group Inc. | 0.12% | Reduce -13.6% | 18,063,332 | $836.5M |
| Arrowstreet Capital, Limited Partnership | 0.48% | Reduce -9.8% | 17,527,342 | $814.9M |
| Acadian Asset Management LLC | 1.24% | Add +5.3% | 16,181,297 | $754.8M |
| Vontobel Holding Ltd. | 2.13% | Add +0.4% | 13,885,012 | $646.7M |
| Nuveen, LLC | 0.14% | Add +6.7% | 11,408,186 | $531.2M |
| Bank of America Corp. | 0.04% | Reduce -37.1% | 10,708,372 | $495.9M |
| Viking Global Investors | 1.13% | Reduce -30.3% | 9,128,817 | $426.0M |
| Ninety One UK Ltd | 0.88% | Add +1.6% | 8,829,586 | $411.9M |
| Canada Pension Plan Investment Board | 0.27% | Add +53.3% | 8,778,075 | $408.8M |
| Russell Investments Group, Ltd. | 0.43% | Add +1.6% | 8,414,416 | $392.5M |
| Caisse Des Depots Et Consignations | 8.41% | No change | 7,922,061 | $369.6M |
| Morgan Stanley | 0.02% | Reduce -0.8% | 7,654,099 | $354.5M |
| Janus Henderson Group PLC | 0.14% | Add +253.3% | 6,861,746 | $320.1M |
| Banque Cantonale Vaudoise | 11.22% | Reduce -0.3% | 6,738,930 | $314.4M |
| Bank of New York Mellon Corp | 0.06% | Reduce -13.2% | 6,748,792 | $312.5M |
| Allianz Asset Management GmbH | 0.34% | Add +42.8% | 6,337,956 | $295.7M |
| Citigroup Inc. | 0.19% | Reduce -30.1% | 6,020,046 | $280.8M |
| Royal Bank of Canada | 0.05% | Reduce -13.1% | 5,826,037 | $269.8M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.73% | Add +26.0% | 5,704,194 | $264.6M |
| Compagnie Lombard Odier SCmA | 2.73% | Add +3.0% | 5,382,437 | $251.1M |
| WCM Investment Management, LLC | 0.50% | Reduce -0.1% | 5,211,089 | $242.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.20% | Reduce -3.0% | 4,947,156 | $229.1M |
| Franklin Resources Inc. | 0.06% | Add +184.1% | 4,907,214 | $226.4M |
| M&G PLC | 1.12% | Add +9.5% | 4,500,778 | $209.6M |
| Northern Trust Corp. | 0.03% | Reduce -1.9% | 4,367,018 | $202.2M |
| Natixis Advisors, LLC | 0.28% | Add +18.3% | 4,332,234 | $200.6M |
| BlackRock, Inc. | 0.00% | Reduce -4.1% | 4,030,917 | $186.7M |
| LGT Group Foundation | 1.86% | Add +13.2% | 3,672,402 | $171.0M |
| National Bank of Canada | 0.17% | Add +10691.5% | 3,581,801 | $167.1M |
| Aviva PLC | 0.28% | Add +3.4% | 3,543,255 | $165.0M |
| Royal London Asset Management Ltd. | 0.34% | Reduce -1.4% | 3,534,187 | $163.7M |
| CANADA LIFE ASSURANCE Co | 0.26% | Add +8.2% | 3,221,371 | $150.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.17% | New | 3,984,259 | $147.3M |
| DekaBank Deutsche Girozentrale | 0.22% | No change | 4,269,505 | $124.7M |
| SIH Partners, LLLP | 7.05% | Add +304.7% | 2,613,846 | $121.0M |
| Cibc World Market Inc. | 0.21% | Add +567.8% | 2,457,317 | $114.8M |
| Public Employees Retirement System of Ohio | 0.36% | Reduce -0.6% | 2,460,415 | $114.6M |
| Public Sector Pension Investment Board | 0.39% | Reduce -10.4% | 2,456,492 | $114.4M |
| Korea Investment CORP | 0.22% | Add +40.1% | 2,421,191 | $113.0M |
| Border to Coast Pensions Partnership Ltd | 1.88% | No change | 2,307,000 | $107.8M |
| Liontrust Investment Partners LLP | 1.55% | Reduce -1.1% | 2,233,585 | $104.2M |
| Moore Capital Management, LP | 2.18% | Add +32.9% | 2,197,102 | $102.4M |
| Bank of Montreal | 0.04% | Reduce -76.5% | 2,193,282 | $102.1M |
| Invesco Ltd. | 0.01% | Add +23.3% | 2,195,330 | $101.7M |
| Qube Research & Technologies Ltd | 0.14% | Reduce -24.3% | 2,134,234 | $99.4M |
| Alyeska Investment Group, L.P. | 0.28% | New | 2,138,351 | $99.0M |
| Captrust Financial Advisors | 0.18% | Reduce -1.5% | 2,097,527 | $97.1M |
| FIL Ltd | 0.07% | Reduce -2.9% | 2,066,939 | $96.4M |
| Generali Asset Management SPA SGR | 1.87% | Add +6.1% | 2,480,242 | $91.7M |
| ABN AMRO Bank N.V. | 0.83% | Add +7.0% | 1,890,886 | $87.8M |
| State of Tennessee, Department of Treasury | 0.28% | Reduce -4.7% | 1,841,257 | $87.0M |
| Marshall Wace, LLP | 0.08% | New | 1,819,630 | $84.9M |
| American Century Companies Inc. | 0.04% | Add +12.7% | 1,787,683 | $82.8M |
| Credit Agricole S A | 0.22% | Add +6.2% | 1,754,072 | $81.2M |
| Banque Pictet & Cie SA | 0.71% | Add +16.6% | 1,519,854 | $70.9M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -0.3% | 1,413,999 | $66.0M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -10.4% | 1,412,986 | $65.4M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.32% | Add +2.3% | 1,366,572 | $63.8M |
| Brandes Investment Partners, LP | 0.48% | Reduce -3.7% | 1,372,632 | $63.6M |
| State of Wisconsin Investment Board | 0.13% | New | 1,260,085 | $58.8M |
| D. E. Shaw & Co. | 0.05% | Add +54.9% | 1,268,148 | $58.7M |
| Rathbones Group PLC | 0.22% | New | 1,207,500 | $56.3M |
| Life Cycle Investment Partners Ltd | 0.39% | — | 1,512,017 | $55.9M |
| Patient Capital Management, LLC | 2.12% | Reduce -20.9% | 1,187,326 | $55.0M |
| TD Asset Management Inc | 0.04% | Reduce -0.1% | 1,149,096 | $53.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.5% | 1,141,947 | $52.9M |
| J. Safra Sarasin Holding AG | 0.85% | Reduce -34.6% | 1,120,619 | $52.3M |
| Thrivent Financial for Lutherans | 0.09% | Add +0.1% | 1,062,315 | $49.6M |
| Crocodile Capital Partners GmbH | 29.62% | Add +5.9% | 1,070,000 | $49.6M |
| GAM Holding AG | 3.04% | Add +16.9% | 1,020,351 | $47.6M |
| Mackenzie Financial Corp. | 0.05% | Add +17.4% | 926,692 | $43.2M |
| ANTIPODES PARTNERS Ltd | 0.87% | Reduce -18.3% | 890,432 | $41.5M |
| ASR Vermogensbeheer N.V. | 0.47% | Add +2.9% | 863,542 | $40.3M |
| Zurich Insurance Group Ltd | 0.27% | Add +29.7% | 850,286 | $39.6M |
| AQR Capital Management | 0.02% | Add +235.9% | 698,229 | $32.4M |
| Raymond James Financial Inc. | 0.01% | Add +15.8% | 691,384 | $32.0M |
| Two Sigma Advisers, LP | 0.06% | Reduce -38.0% | 690,725 | $32.0M |
| Channing Global Advisors, LLC | 20.45% | Add +1.8% | 685,636 | $32.0M |
| Wells Fargo & Company | 0.01% | Add +2.9% | 676,753 | $31.3M |
| Haven Global Partners, LLC | 22.93% | Reduce -1.5% | 669,028 | $31.2M |
| Levin Capital Strategies, L.P. | 2.65% | Reduce -5.7% | 658,920 | $30.5M |
| Systrade AG | 17.78% | No change | 625,000 | $29.1M |
| Exane Asset Management | 6.08% | Reduce -15.7% | 665,458 | $28.9M |
"% of holder's portfolio" is UBS's weight in each manager's 13F, not the share of UBS Group AG-Reg the manager owns.