Who owns UBS Group AG?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of UBS from SEC Form 13F filings across 768 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 768 institutions disclosed 1.27B shares of UBS Group AG worth $62.86B — about 40.4% of shares outstanding; the largest disclosed holder is UBS Group AG. Source: SEC Form 13F filings, parsed by EvidInvest.
768
13F holders
$62.86B
value, 2026 filers
40.4%
of shares outstanding (1.27B sh)
165
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of UBS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 107.1M | $5.31B | 0.7% | 3.4% | +0.2% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 98.1M | $4.86B | 0.1% | 3.1% | +0.8% |
| 3 | NORGES BANKNEW | 95.8M | $4.75B | 0.5% | 3% | new |
| 4 | Fisher Asset Management, LLC | 64.9M | $3.22B | 1.0% | 2.1% | -1.7% |
| 5 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 62.9M | $3.20B | 1.0% | 2% | -4.0% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 59.6M | $2.96B | 0.5% | 1.9% | +19.3% |
| 7 | FMR LLC | 55.5M | $2.75B | 0.1% | 1.8% | +3.1% |
| 8 | Zurcher Kantonalbank (Zurich Cantonalbank) | 55.2M | $2.74B | 5.3% | 1.8% | -2.5% |
| 9 | Cevian Capital II GP LTD | 48.1M | $2.38B | 64.5% | 1.5% | 0.0% |
| 10 | Pictet Asset Management Holding SA | 36.7M | $1.82B | 1.7% | 1.2% | +3.2% |
| 11 | Dodge & Cox | 33.6M | $1.67B | 0.9% | 1.1% | 0.0% |
| 12 | JPMORGAN CHASE & CO | 29.7M | $1.47B | 0.1% | 0.9% | +8.1% |
| 13 | VANGUARD FIDUCIARY TRUST CO | 27.7M | $1.37B | 0.3% | 0.9% | +0.7% |
| 14 | Amundi | 25.5M | $1.26B | 0.3% | 0.8% | +9.3% |
| 15 | DEUTSCHE BANK AG\ | 24.1M | $1.20B | 0.3% | 0.8% | -24.4% |
| 16 | PZENA INVESTMENT MANAGEMENT LLC | 22.6M | $905.5M | 2.7% | 0.7% | -14.8% |
| 17 | Legal & General Group Plc | 22.1M | $1.10B | 0.2% | 0.7% | -5.5% |
| 18 | GOLDMAN SACHS GROUP INC | 19.8M | $981.6M | 0.1% | 0.6% | +29.1% |
| 19 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 17.0M | $844.2M | 0.4% | 0.5% | -9.6% |
| 20 | Assenagon Asset Management S.A. | 16.5M | $821.2M | 1.0% | 0.5% | +6277.5% |
| 21 | VANGUARD ASSET MANAGEMENT, Ltd | 14.8M | $734.9M | 0.5% | 0.5% | +5.1% |
| 22 | Vontobel Holding Ltd. | 14.7M | $728.4M | 2.3% | 0.5% | -2.8% |
| 23 | Capital World Investors | 14.5M | $720.6M | 0.1% | 0.5% | -38.1% |
| 24 | Nuveen, LLC | 10.5M | $520.3M | 0.1% | 0.3% | -6.6% |
| 25 | BANK OF AMERICA CORP /DE/ | 10.3M | $511.7M | 0.0% | 0.3% | +6.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.