UBS Group AG-RegUBS
13F holders, Q1 2026 (March 31)687holders −7
84new positions
88sold out
10famous investors
$38.54avg. 13F price*
At the end of Q1 2026, 687 institutions reported holding UBS Group AG-Reg (UBS) in their 13F filings, down 7 from Q4 2025. 84 opened new positions and 88 sold out. The largest holders were UBS Group AG ($4.2B), Vanguard Capital Management LLC ($3.8B) and Massachusetts Financial Services Co. ($2.6B). 10 famous investors held it, including Ken Fisher (0.9% of Fisher Asset Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- UBS Group AG-Reg
- CUSIP
- H42097107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 84 | $123.7M |
| Exits | 88 | $804.5M |
All 13F filers, Q4 2025 → Q1 2026: 54,416,628 shares bought and 131,211,202 shares sold, net −76,794,574 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 687 holders
| UBS Group AG | 0.74% | Reduce -23.9% | 106,890,182 | $4.2B |
| Vanguard Capital Management LLC | 0.09% | — | 97,263,943 | $3.8B |
| Massachusetts Financial Services Co. | 0.88% | Reduce -4.5% | 65,542,061 | $2.6B |
| Fisher Asset Management | 0.88% | Add +3.1% | 66,074,238 | $2.6B |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4.72% | Add +14.4% | 56,674,567 | $2.2B |
| FMR LLC | 0.11% | Reduce -7.3% | 53,883,732 | $2.1B |
| Wellington Management Group LLP | 0.36% | Reduce -13.4% | 49,920,657 | $1.9B |
| Cevian Capital II GP LTD | 60.29% | No change | 48,117,675 | $1.9B |
| Pictet Asset Management Holding SA | 1.44% | Reduce -0.9% | 35,591,624 | $1.4B |
| Dodge & Cox | 0.72% | Reduce -0.1% | 33,644,642 | $1.3B |
| Deutsche Bank AG | 0.41% | Add +7.8% | 31,922,626 | $1.2B |
| Vanguard Fiduciary Trust Co. | 0.27% | — | 27,510,543 | $1.1B |
| JPMorgan Chase & Co. | 0.07% | Reduce -32.1% | 27,434,247 | $1.0B |
| Capital World Investors | 0.13% | Reduce -37.2% | 23,495,846 | $913.5M |
| Amundi | 0.25% | Add +16.9% | 23,294,847 | $910.1M |
| Legal & General Group Plc | 0.21% | Reduce -0.9% | 23,402,544 | $895.0M |
| Pzena Investment Management LLC | 2.65% | Reduce -10.8% | 26,544,355 | $815.7M |
| Arrowstreet Capital, Limited Partnership | 0.39% | Add +7.5% | 18,850,928 | $728.3M |
| Goldman Sachs Group Inc. | 0.08% | Reduce -15.1% | 15,344,986 | $599.5M |
| Vontobel Holding Ltd. | 2.00% | Add +8.9% | 15,126,281 | $581.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.47% | — | 14,112,416 | $550.3M |
| Nuveen, LLC | 0.12% | Reduce -1.6% | 11,227,404 | $431.8M |
| Bank of America Corp. | 0.03% | Reduce -9.8% | 9,654,984 | $377.2M |
| Ninety One UK Ltd | 0.77% | Reduce -1.6% | 8,687,978 | $332.3M |
| Canada Pension Plan Investment Board | 0.20% | Reduce -9.4% | 7,956,822 | $305.9M |
| Morgan Stanley | 0.02% | Add +1.4% | 7,763,223 | $303.3M |
| Caisse Des Depots Et Consignations | 4.93% | Reduce -1.4% | 7,812,061 | $298.8M |
| Russell Investments Group, Ltd. | 0.32% | Reduce -8.0% | 7,738,898 | $295.4M |
| Qube Research & Technologies Ltd | 0.42% | Add +256.7% | 7,612,542 | $292.9M |
| Banque Cantonale Vaudoise | 10.28% | Add +6.0% | 7,141,370 | $273.1M |
| Bank of New York Mellon Corp | 0.05% | Reduce -3.6% | 6,502,710 | $254.1M |
| Allianz Asset Management GmbH | 0.27% | Reduce -2.3% | 6,194,747 | $236.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.71% | Add +7.2% | 6,114,163 | $235.7M |
| Citigroup Inc. | 0.15% | Reduce -1.0% | 5,959,083 | $227.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.21% | Add +18.2% | 5,845,369 | $223.9M |
| WCM Investment Management, LLC | 0.49% | Add +12.3% | 5,850,200 | $214.5M |
| Compagnie Lombard Odier SCmA | 2.48% | Reduce -2.0% | 5,272,070 | $201.6M |
| Franklin Resources Inc. | 0.05% | Add +4.0% | 5,101,601 | $199.0M |
| Janus Henderson Group PLC | 0.09% | Reduce -24.3% | 5,193,433 | $198.5M |
| M&G PLC | 1.03% | Add +10.7% | 4,980,760 | $193.2M |
| AQR Capital Management | 0.08% | Add +572.1% | 4,693,103 | $180.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.21% | Add +16.4% | 4,638,662 | $178.4M |
| Northern Trust Corp. | 0.02% | Reduce -0.2% | 4,356,906 | $170.2M |
| DekaBank Deutsche Girozentrale | 0.27% | No change | 4,269,505 | $165.4M |
| Natixis Advisors, LLC | 0.22% | Reduce -4.7% | 4,127,014 | $161.2M |
| Royal Bank of Canada | 0.03% | Reduce -32.5% | 3,935,581 | $153.8M |
| BlackRock, Inc. | 0.00% | Reduce -4.6% | 3,846,436 | $150.3M |
| Royal London Asset Management Ltd. | 0.29% | Reduce -0.5% | 3,515,878 | $137.4M |
| Aviva PLC | 0.23% | Add +0.8% | 3,570,737 | $136.7M |
| LGT Group Foundation | 1.61% | Reduce -6.3% | 3,439,417 | $132.2M |
| Jones Financial Companies LLLP | 0.06% | Add +8400.3% | 3,518,000 | $128.1M |
| CANADA LIFE ASSURANCE Co | 0.22% | Reduce -1.7% | 3,167,175 | $121.4M |
| SIH Partners, LLLP | 3.74% | Add +18.9% | 3,107,111 | $121.4M |
| Jane Street Group, LLC | 0.13% | Add +878.1% | 2,950,369 | $115.3M |
| Acadian Asset Management LLC | 0.16% | Reduce -81.6% | 2,971,356 | $113.6M |
| Public Sector Pension Investment Board | 0.32% | Add +3.5% | 2,542,054 | $101.2M |
| TD Asset Management Inc | 0.08% | Add +122.0% | 2,551,370 | $98.4M |
| Invesco Ltd. | 0.01% | Add +10.8% | 2,432,381 | $95.0M |
| Bank of Montreal | 0.04% | Add +12.2% | 2,461,029 | $94.6M |
| Public Employees Retirement System of Ohio | 0.30% | Reduce -2.8% | 2,392,368 | $92.0M |
| Border to Coast Pensions Partnership Ltd | 1.49% | No change | 2,307,000 | $88.5M |
| Korea Investment CORP | 0.18% | Reduce -5.9% | 2,279,366 | $87.2M |
| Captrust Financial Advisors | 0.14% | Reduce -0.1% | 2,096,407 | $81.9M |
| Generali Asset Management SPA SGR | 1.70% | Add +7.0% | 2,653,910 | $81.6M |
| American Century Companies Inc. | 0.04% | Add +13.1% | 2,021,616 | $79.0M |
| Moore Capital Management, LP | 3.12% | Reduce -7.2% | 2,039,599 | $78.3M |
| State of Tennessee, Department of Treasury | 0.25% | Add +5.2% | 1,936,941 | $74.1M |
| Exane Asset Management | 13.62% | Add +183.0% | 1,883,385 | $66.7M |
| FIL Ltd | 0.05% | Reduce -19.4% | 1,665,021 | $64.9M |
| Ameriprise Financial Inc. | 0.02% | Add +45.7% | 1,663,816 | $64.8M |
| Banque Pictet & Cie SA | 0.74% | Add +9.6% | 1,665,074 | $63.7M |
| Vanguard Investments Australia, Ltd. | 0.18% | — | 1,578,711 | $61.6M |
| Susquehanna International Group, LLP | 0.08% | Add +7222.3% | 1,565,660 | $61.2M |
| Envestnet Asset Management Inc. | 0.02% | Add +6.4% | 1,503,490 | $58.7M |
| ABN AMRO Bank N.V. | 0.61% | Reduce -22.3% | 1,470,238 | $56.7M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.28% | Add +3.2% | 1,410,094 | $53.9M |
| Brandes Investment Partners, LP | 0.38% | Reduce -0.3% | 1,368,472 | $53.5M |
| Life Cycle Investment Partners Ltd | 0.34% | Add +13.7% | 1,719,019 | $52.8M |
| D. E. Shaw & Co. | 0.04% | Add +3.9% | 1,317,954 | $51.5M |
| ASR Vermogensbeheer N.V. | 0.59% | Add +52.5% | 1,317,110 | $50.4M |
| Crocodile Capital Partners GmbH | 35.45% | Add +9.3% | 1,170,000 | $49.6M |
| Patient Capital Management, LLC | 1.81% | Add +4.6% | 1,241,955 | $48.5M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -12.7% | 1,234,642 | $47.5M |
| Vanguard Global Advisers, LLC | 0.03% | — | 1,208,363 | $47.1M |
| Rathbones Group PLC | 0.19% | Add +1.0% | 1,220,034 | $46.7M |
| State of Wisconsin Investment Board | 0.10% | Reduce -7.6% | 1,164,155 | $44.5M |
| SEB Asset Management AB | 0.19% | — | 1,159,090 | $44.3M |
| J. Safra Sarasin Holding AG | 0.71% | Reduce -3.0% | 1,086,608 | $41.5M |
| Credit Agricole S A | 0.12% | Reduce -46.8% | 932,556 | $36.4M |
| EFG International AG | 0.76% | Add +69.6% | 892,831 | $34.9M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -18.5% | 865,820 | $33.1M |
| Alliancebernstein L.P. | 0.01% | Reduce -0.4% | 616,815 | $28.6M |
| Mackenzie Financial Corp. | 0.03% | Reduce -22.9% | 714,894 | $27.5M |
| GAM Holding AG | 2.36% | Reduce -31.1% | 702,763 | $26.9M |
| Renaissance Technologies | 0.04% | Add +232.5% | 686,991 | $26.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.8% | 686,017 | $26.8M |
| Citadel Advisors | 0.02% | Add +709.7% | 677,062 | $26.5M |
| Channing Global Advisors, LLC | 15.32% | Reduce -0.1% | 684,783 | $26.2M |
| Wells Fargo & Company | 0.01% | Reduce -3.4% | 653,613 | $25.5M |
| Haven Global Partners, LLC | 23.69% | Reduce -1.6% | 658,608 | $25.2M |
"% of holder's portfolio" is UBS's weight in each manager's 13F, not the share of UBS Group AG-Reg the manager owns.