UBS

UBS Group AG-Reg
FinancialsUSCUSIP H42097107◍ Confluence graph
Tracked 13F Holders
209
-7 QoQ
13F Value (tracked)
$8.9B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)38 adding · 26 trimming
Insider net (180d)$0
Price history not yet available for UBS.
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This stock page is the Follow view. The Build view lets your agent query UBS owners, fund changes, insider filings, and source links through REST or MCP.

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SEC filings prove each claim.

Top institutional holders

209 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Zurcher Kantonalbank (Zurich Cantonalbank)
$2.2B
56.7M
+14%
Added · +7.1M sh
Q1 2026
2Cevian Capital II GP LTD
$1.9B
48.1M
Held
Q1 2026
3VANGUARD FIDUCIARY TRUST CO
$1.1B
27.5M
New
+27.5M sh
Q1 2026
4PZENA INVESTMENT MANAGEMENT LLC
$815.7M
26.5M
−11%
Reduced · −3.2M sh
Q1 2026
5Vontobel Holding Ltd.
$581.5M
15.1M
+8.9%
Added · +1.2M sh
Q1 2026
6CAISSE DES DEPOTS ET CONSIGNATIONS
$298.8M
7.8M
−1.4%
Reduced · −110K sh
Q1 2026
7Bank Julius Baer & Co. Ltd, Zurich
$235.7M
6.1M
+7.2%
Added · +410K sh
Q1 2026
8Compagnie Lombard Odier SCmA
$201.6M
5.3M
−2.0%
Reduced · −110K sh
Q1 2026
9ROYAL LONDON ASSET MANAGEMENT LTD
$137.4M
3.5M
−0.5%
Reduced · −18K sh
Q1 2026
10AVIVA PLC
$136.7M
3.6M
+0.8%
Added · +27K sh
Q1 2026
11PUBLIC SECTOR PENSION INVESTMENT BOARD
$101.2M
2.5M
+3.5%
Added · +86K sh
Q1 2026
12PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO
$92.0M
2.4M
−2.8%
Reduced · −68K sh
Q1 2026
13MOORE CAPITAL MANAGEMENT, LP
$78.3M
2.0M
−7.2%
Reduced · −158K sh
Q1 2026
14BANQUE PICTET & CIE SA
$63.7M
1.7M
+9.6%
Added · +145K sh
Q1 2026
15Lansforsakringar Fondforvaltning AB (publ)
$53.9M
1.4M
+3.2%
Added · +44K sh
Q1 2026
16BRANDES INVESTMENT PARTNERS, LP
$53.5M
1.4M
−0.3%
Reduced · −4K sh
Q1 2026
17Life Cycle Investment Partners Ltd
$52.8M
1.7M
+14%
Added · +207K sh
Q1 2026
18ASR Vermogensbeheer N.V.
$50.4M
1.3M
+53%
Added · +454K sh
Q1 2026
19Patient Capital Management, LLC
$48.5M
1.2M
+4.6%
Added · +55K sh
Q1 2026
20SEB Asset Management AB
$44.3M
1.2M
New
+1.2M sh
Q1 2026
21J. Safra Sarasin Holding AG
$41.5M
1.1M
−3.0%
Reduced · −34K sh
Q1 2026
22CREDIT AGRICOLE S A
$36.4M
933K
−47%
Reduced · −822K sh
Q1 2026
23EFG International AG
$34.9M
893K
+70%
Added · +366K sh
Q1 2026
24CITADEL ADVISORS LLC
$26.5M
677K
+710%
Added · +593K sh
Q1 2026
25EDMOND DE ROTHSCHILD HOLDING S.A.
$25.1M
653K
+20%
Added · +109K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
4
funds
Added
34
funds
Reduced
26
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

365 funds+166 since Q2 2022
0186372Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $39.1B

Funds that own UBS also own

CompanyCo-held byCombined value
ALPHABET INC-CL AGOOGL235 funds$50.8B
MICROSOFT CORPMSFT234 funds$70.7B
JPMORGAN CHASE & COJPM233 funds$25.6B
META PLATFORMS INC-CLASS AMETA232 funds$31.3B
UNITEDHEALTH GROUP INCUNH231 funds$7.2B
NVIDIA CORPNVDA230 funds$88.2B
AMAZON.COM INCAMZN230 funds$51.6B
BROADCOM INCAVGO230 funds$34.4B
ELI LILLY & COLLY230 funds$19.7B
VISA INC-CLASS A SHARESV229 funds$18.4B
HOME DEPOT INCHD229 funds$10.0B
BANK OF AMERICA CORPBAC229 funds$8.0B

Ranked by how many of UBS's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UBS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.