UBS

UBS Group AG-Reg$52.74 1.22%
FinancialsUSCUSIP H42097107· EOD Jul 31, 2026◍ Confluence graph
Tracked 13F Holders
554
-263 QoQ
13F Value (tracked)
$45.5B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)31 adding · 21 trimming
Insider net (180d)$0

Price & smart-money activity

$52.74 1.22%5Y +212.3%
$11.10$22.28$33.46$44.64$55.82202120222023202420252026454050485250435542603858636169726661767176729366827810290125881221071471121651201591578174
Hover for who · click for detailEnd-of-day closing prices52w $36.41 – $55.07

Who owns UBS?

554 tracked 13F filers

554 tracked 13F filers disclose a position in UBS as of the latest SEC 13F filings, a combined $45.5B in reported value. 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.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1UBS Group AG
$4.2B
106.9M
−24%
Reduced · −33.6M sh
Q1 2026
2NORGES BANK
$4.9B
105.0M
−27%
Reduced · −39.1M sh
Q4 2025
3VANGUARD CAPITAL MANAGEMENT LLC
$3.8B
97.3M
First observed position
No prior filed position
Q1 2026
4Fisher Asset Management, LLC
$2.6B
66.1M
+3.1%
Added · +2.0M sh
Q1 2026
5MASSACHUSETTS FINANCIAL SERVICES CO /MA/
$2.6B
65.5M
−4.5%
Reduced · −3.1M sh
Q1 2026
6Zurcher Kantonalbank (Zurich Cantonalbank)
$2.2B
56.7M
+14%
Added · +7.1M sh
Q1 2026
7FMR LLC
$2.1B
53.9M
−7.3%
Reduced · −4.2M sh
Q1 2026
8Cevian Capital II GP LTD
$1.9B
48.1M
Held
Q1 2026
9Pictet Asset Management Holding SA
$1.4B
35.6M
−0.9%
Reduced · −341K sh
Q1 2026
10DODGE & COX
$1.3B
33.6M
−0.1%
Reduced · −21K sh
Q1 2026
11DEUTSCHE BANK AG\
$1.2B
31.9M
+7.8%
Added · +2.3M sh
Q1 2026
12VANGUARD FIDUCIARY TRUST CO
$1.1B
27.5M
First observed position
No prior filed position
Q1 2026
13JPMORGAN CHASE & CO
$1.0B
27.4M
−32%
Reduced · −13.0M sh
Q1 2026
14PZENA INVESTMENT MANAGEMENT LLC
$815.7M
26.5M
−11%
Reduced · −3.2M sh
Q1 2026
15Legal & General Group Plc
$895.0M
23.4M
−0.9%
Reduced · −209K sh
Q1 2026
16Amundi
$910.1M
23.3M
+17%
Added · +3.4M sh
Q1 2026
17ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$728.3M
18.9M
+7.5%
Added · +1.3M sh
Q1 2026
18GOLDMAN SACHS GROUP INC
$599.5M
15.3M
−15%
Reduced · −2.7M sh
Q1 2026
19Vontobel Holding Ltd.
$728.4M
14.7M
−2.8%
Reduced · −428K sh
Q2 2026
20VANGUARD ASSET MANAGEMENT, Ltd
$550.3M
14.1M
First observed position
No prior filed position
Q1 2026
21Nuveen, LLC
$431.8M
11.2M
−1.6%
Reduced · −181K sh
Q1 2026
22BANK OF AMERICA CORP /DE/
$377.2M
9.7M
−9.8%
Reduced · −1.1M sh
Q1 2026
23Ninety One UK Ltd
$332.3M
8.7M
−1.6%
Reduced · −142K sh
Q1 2026
24CANADA PENSION PLAN INVESTMENT BOARD
$305.9M
8.0M
−9.3%
Reduced · −821K sh
Q1 2026
25CAISSE DES DEPOTS ET CONSIGNATIONS
$388.0M
7.8M
Held
Q2 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.

Is UBS being bought or sold by institutions?

Last quarter, 0 funds opened a new position in UBS and 31 added to an existing one, while 21 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
0
funds
Added
31
funds
Reduced
21
funds
Exited
0
funds

Funds that own UBS also own

CompanyCo-held byCombined value
ALPHABET INC-CL AGOOGL312 funds$159.8B
MICROSOFT CORPMSFT310 funds$253.2B
META PLATFORMS INC-CLASS AMETA310 funds$104.7B
NVIDIA CORPNVDA308 funds$338.9B
AMAZON.COM INCAMZN308 funds$182.9B
APPLE INCAAPL304 funds$262.4B
JPMORGAN CHASE & COJPM304 funds$62.7B
BROADCOM INCAVGO302 funds$138.8B
VISA INC-CLASS A SHARESV301 funds$59.1B
ALPHABET INC-CL CGOOG300 funds$110.3B
ELI LILLY & COLLY296 funds$68.7B
TESLA INCTSLA294 funds$52.6B

Ranked by how many of UBS's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

261 funds-106 since Q3 2024
0262524Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $2.3B · 2 values withheld

Recent filings

0 shown

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

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Ask your agent what changed in UBS

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/UBS/capital-change-brief"
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Use Arkolith's capital_change_brief for UBS.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

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.