Among active 13F managers last quarter, 1 opened and 30 added, while 21 reduced; the largest holder to move was Massachusetts Financial Services Co (−4.5%). No recent Form 4 insider filings for UBS.
Funds lean in and no leg opposes.
686 tracked 13F filers disclose a position in UBS as of the latest SEC 13F filings, a combined $49.8B 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 106.9M | $4.2B | ▼−24% Reduced · −33.6M sh | Q1 2026 | |
| 2 | Norges Bank | 105.0M | $4.9B | ▼−27% Reduced · −39.1M sh | Q4 2025 | |
| 3 | Vanguard Capital Management LLC | 98.1M | $4.9B | ▲+0.8% Added · +816K sh | Q2 2026 | |
| 4 | Fisher Asset Management, LLC | 66.1M | $2.6B | ▲+3.1% Added · +2.0M sh | Q1 2026 | |
| 5 | Massachusetts Financial Services Co | 65.5M | $2.6B | ▼−4.5% Reduced · −3.1M sh | Q1 2026 | |
| 6 | FMR LLC | 55.5M | $2.8B | ▲+3.1% Added · +1.7M sh | Q2 2026 | |
| 7 | Zurcher Kantonalbank (Zurich Cantonalbank) | 55.2M | $2.7B | ▼−2.5% Reduced · −1.4M sh | Q2 2026 | |
| 8 | Cevian Capital II GP Ltd | 48.1M | $2.4B | —Held | Q2 2026 | |
| 9 | Pictet Asset Management Holding SA | 35.6M | $1.4B | ▼−0.9% Reduced · −341K sh | Q1 2026 | |
| 10 | Dodge & Cox | 33.6M | $1.3B | ▼−0.1% Reduced · −21K sh | Q1 2026 | |
| 11 | Deutsche Bank AG | 31.9M | $1.2B | ▲+7.8% Added · +2.3M sh | Q1 2026 | |
| 12 | Vanguard Fiduciary Trust Co | 27.7M | $1.4B | ▲+0.7% Added · +198K sh | Q2 2026 | |
| 13 | JPMorgan Chase & Co | 27.4M | $1.0B | ▼−32% Reduced · −13.0M sh | Q1 2026 | |
| 14 | Legal & General Group Plc | 23.4M | $895.0M | ▼−0.9% Reduced · −209K sh | Q1 2026 | |
| 15 | Amundi | 23.3M | $910.1M | ▲+17% Added · +3.4M sh | Q1 2026 | |
| 16 | Pzena Investment Management LLC | 22.6M | $905.5M | ▼−15% Reduced · −3.9M sh | Q2 2026 | |
| 17 | Arrowstreet Capital, Limited Partnership | 18.9M | $728.3M | ▲+7.5% Added · +1.3M sh | Q1 2026 | |
| 18 | Goldman Sachs Group Inc | 15.3M | $599.5M | ▼−15% Reduced · −2.7M sh | Q1 2026 | |
| 19 | Vanguard Asset Management, Ltd | 14.8M | $734.9M | ▲+5.1% Added · +716K sh | Q2 2026 | |
| 20 | Vontobel Holding Ltd. | 14.7M | $728.4M | ▼−2.8% Reduced · −428K sh | Q2 2026 | |
| 21 | Nuveen, LLC | 11.2M | $431.8M | ▼−1.6% Reduced · −181K sh | Q1 2026 | |
| 22 | Bank Of America Corp | 9.7M | $377.2M | ▼−9.8% Reduced · −1.1M sh | Q1 2026 | |
| 23 | Ninety One UK Ltd | 8.7M | $332.3M | ▼−1.6% Reduced · −142K sh | Q1 2026 | |
| 24 | Canada Pension Plan Investment Board | 8.0M | $305.9M | ▼−9.3% Reduced · −821K sh | Q1 2026 | |
| 25 | Caisse Des Depots Et Consignations | 7.8M | $388.0M | —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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 1 fund opened a new position in UBS and 30 added to an existing one, while 21 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 416 funds | $247.0B |
| Nvidia CorpNVDA | 415 funds | $369.8B |
| Amazon.com IncAMZN | 414 funds | $189.1B |
| Alphabet Inc-CL AGOOGL | 412 funds | $178.6B |
| Apple IncAAPL | 408 funds | $266.9B |
| Meta Platforms Inc-Class AMETA | 408 funds | $104.8B |
| Broadcom IncAVGO | 404 funds | $152.6B |
| JPMorgan Chase & CoJPM | 403 funds | $66.2B |
| Alphabet Inc-CL CGOOG | 400 funds | $115.0B |
| Eli Lilly & CoLLY | 400 funds | $76.5B |
| Visa Inc-Class A SharesV | 397 funds | $62.9B |
| Costco Wholesale CorpCOST | 384 funds | $33.8B |
Ranked by how many of UBS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in UBS.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 54 | 41 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
No filings captured for this ticker in the live stream yet.
Connected entities for 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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UBS/capital-change-brief"
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.