UBS Group AG (UBS) — Institutional Holders, Q2 2026

769 institutional investment managers reported a UBS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $62.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← UBS stock profile

UBS in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

138

Added to

279

Trimmed

222

Sold out

Biggest buyers

Assenagon Asset Management S.A.Added · +16,277,125 sh+$806.7M
WELLINGTON MANAGEMENT GROUP LLPAdded · +9,632,654 sh+$477.4M
DIMENSIONAL FUND ADVISORSNew · +4,893,948 sh+$242.5M
GOLDMAN SACHS GROUPAdded · +4,460,615 sh+$221.1M
Clearbridge InvestmentsAdded · +3,157,318 sh+$156.5M

Biggest sellers

Capital World InvestorsTrimmed · -8,950,341 sh-$443.6M
DEUTSCHE BANK AG\Trimmed · -7,775,104 sh-$385.3M
PZENA INVESTMENT MANAGEMENTTrimmed · -3,940,226 sh-$195.3M
SIH Partners, LLLPTrimmed · -3,008,761 sh-$149.1M
MASSACHUSETTS FINANCIAL SERVICESTrimmed · -2,614,508 sh-$129.6M

UBS 13F holders ranked 1–100 of 769

Institutional investors reporting a position in UBS Group AG on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	UBS Group AG#1 · 107,137,265 sh	107,137,265	$5.3B	0.68%	+0.2%
2	VANGUARD CAPITAL MANAGEMENT#2 · 98,080,411 sh	98,080,411	$4.9B	0.10%	+0.8%
3	NORGES BANK#3 · 95,849,980 sh	95,849,980	$4.8B	0.47%	—
4	Fisher Asset Management#4 · 64,920,294 sh	64,920,294	$3.2B	0.96%	-1.7%
5	MASSACHUSETTS FINANCIAL SERVICES#5 · 62,927,553 sh	62,927,553	$3.2B	1.01%	-4.0%
6	WELLINGTON MANAGEMENT GROUP LLP#6 · 59,553,311 sh	59,553,311	$3.0B	0.51%	+19.3%
7	FMR#7 · 55,541,141 sh	55,541,141	$2.8B	0.12%	+3.1%
8	Zurcher Kantonalbank (Zurich Cantonalbank)#8 · 55,233,032 sh	55,233,032	$2.7B	5.25%	-2.5%
9	Cevian Capital II GP LTD#9 · 48,117,675 sh	48,117,675	$2.4B	64.50%	0.0%
10	Pictet Asset Management Holding SA#10 · 36,743,822 sh	36,743,822	$1.8B	1.74%	+3.2%
11	DODGE & COX#11 · 33,630,342 sh	33,630,342	$1.7B	0.87%	0.0%
12	JPMORGAN CHASE#12 · 29,666,939 sh	29,666,939	$1.5B	0.08%	+8.1%
13	VANGUARD FIDUCIARY#13 · 27,709,028 sh	27,709,028	$1.4B	0.30%	+0.7%
14	Amundi#14 · 25,463,870 sh	25,463,870	$1.3B	0.31%	+9.3%
15	DEUTSCHE BANK AG\#15 · 24,147,522 sh	24,147,522	$1.2B	0.35%	-24.4%
16	Legal & General Group Plc#16 · 22,124,624 sh	22,124,624	$1.1B	0.23%	-5.5%
17	GOLDMAN SACHS GROUP#17 · 19,805,601 sh	19,805,601	$981.6M	0.09%	+29.1%
18	PZENA INVESTMENT MANAGEMENT#18 · 22,604,129 sh	22,604,129	$905.5M	2.66%	-14.8%
19	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#19 · 17,034,727 sh	17,034,727	$844.2M	0.37%	-9.6%
20	Assenagon Asset Management S.A.#20 · 16,536,418 sh	16,536,418	$821.2M	—	+6277.5%
21	VANGUARD ASSET MANAGEMENT, Ltd#21 · 14,828,609 sh	14,828,609	$734.9M	0.50%	+5.1%
22	Vontobel Holding Ltd.#22 · 14,698,356 sh	14,698,356	$728.4M	—	-2.8%
23	Capital World Investors#23 · 14,545,505 sh	14,545,505	$720.6M	0.09%	-38.1%
24	Nuveen#24 · 10,482,169 sh	10,482,169	$520.3M	0.12%	-6.6%
25	BANK OF AMERICA#25 · 10,325,213 sh	10,325,213	$511.7M	0.03%	+6.9%
26	CANADA PENSION PLAN INVESTMENT BOARD#26 · 10,233,181 sh	10,233,181	$507.1M	0.28%	+28.6%
27	CAISSE DES DEPOTS ET CONSIGNATIONS#27 · 7,812,061 sh	7,812,061	$388.0M	6.56%	0.0%
28	MORGAN STANLEY#28 · 7,694,575 sh	7,694,575	$381.3M	0.02%	-0.9%
29	Jupiter Topco#29 · 7,482,210 sh	7,482,210	$371.6M	0.15%	—
30	CITIGROUP#30 · 7,234,261 sh	7,234,261	$359.3M	0.12%	+21.4%
31	Banque Cantonale Vaudoise#31 · 7,162,067 sh	7,162,067	$355.7M	13.83%	+0.3%
32	Ninety One UK Ltd#32 · 7,133,245 sh	7,133,245	$354.3M	—	-17.9%
33	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#33 · 6,650,553 sh	6,650,553	$329.9M	0.25%	+13.8%
34	Bank of New York Mellon#34 · 6,575,317 sh	6,575,317	$325.9M	0.05%	+1.1%
35	Russell Investments Group, Ltd.#35 · 6,405,254 sh	6,405,254	$318.0M	0.28%	-17.2%
36	WCM INVESTMENT MANAGEMENT#36 · 6,150,458 sh	6,150,458	$304.4M	0.55%	+5.1%
37	FRANKLIN RESOURCES#37 · 5,826,152 sh	5,826,152	$288.6M	0.06%	+14.2%
38	Bank Julius Baer & Ltd, Zurich#38 · 5,601,012 sh	5,601,012	$278.1M	0.72%	-8.4%
39	ROYAL BANK OF CANADA#39 · 5,577,794 sh	5,577,794	$276.4M	0.04%	+41.7%
40	Qube Research & Technologies Ltd#40 · 5,474,754 sh	5,474,754	$271.3M	0.25%	-28.1%
41	Compagnie Lombard Odier SCmA#41 · 5,382,576 sh	5,382,576	$267.3M	2.89%	+2.1%
42	M&G Plc#42 · 5,307,939 sh	5,307,939	$262.7M	1.31%	+6.6%
43	DIMENSIONAL FUND ADVISORS#43 · 4,893,948 sh	4,893,948	$242.5M	0.04%	New
44	BNP Paribas Asset Management Holding S.A.#44 · 4,872,034 sh	4,872,034	$241.4M	0.24%	+5.0%
45	AQR CAPITAL MANAGEMENT#45 · 4,831,556 sh	4,831,556	$239.4M	0.08%	+3.0%
46	Allianz Asset Management GmbH#46 · 6,194,747 sh	6,194,747	$236.9M	0.21%	0.0%
47	NATIXIS ADVISORS#47 · 4,605,772 sh	4,605,772	$228.3M	0.26%	+11.6%
48	NORTHERN#48 · 4,389,280 sh	4,389,280	$217.5M	0.03%	+0.7%
49	JONES FINANCIAL COMPANIES LLLP#49 · 4,128,651 sh	4,128,651	$202.7M	0.08%	+17.4%
50	BlackRock#50 · 4,041,667 sh	4,041,667	$200.3M	<0.01%	+5.1%
51	AVIVA PLC#51 · 3,688,297 sh	3,688,297	$182.8M	0.27%	+3.3%
52	ACADIAN ASSET MANAGEMENT#52 · 3,556,341 sh	3,556,341	$176.6M	0.21%	+19.7%
53	ROYAL LONDON ASSET MANAGEMENT LTD#53 · 3,468,512 sh	3,468,512	$171.9M	0.32%	-1.3%
54	GREAT WEST LIFE ASSURANCE#54 · 3,339,552 sh	3,339,552	$165.6M	0.26%	+5.4%
55	Clearbridge Investments#55 · 3,295,070 sh	3,295,070	$163.3M	0.14%	+2292.0%
56	TD ASSET MANAGEMENT#56 · 3,283,895 sh	3,283,895	$163.1M	0.14%	+28.7%
57	LGT Group Foundation#57 · 3,276,919 sh	3,276,919	$162.4M	1.84%	-4.7%
58	DekaBank Deutsche Girozentrale#58 · 4,269,505 sh	4,269,505	$162.0M	—	0.0%
59	PUBLIC SECTOR PENSION INVESTMENT BOARD#59 · 2,926,309 sh	2,926,309	$145.1M	0.38%	+15.1%
60	Liontrust Investment Partners LLP#60 · 2,458,659 sh	2,458,659	$122.1M	1.79%	+10.1%
61	VIKING GLOBAL INVESTORS#61 · 2,435,805 sh	2,435,805	$120.8M	0.34%	New
62	ASR Vermogensbeheer N.V.#62 · 2,401,020 sh	2,401,020	$119.2M	—	+82.3%
63	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#63 · 2,398,700 sh	2,398,700	$119.1M	0.35%	+0.3%
64	Border to Coast Pensions Partnership Ltd#64 · 2,394,800 sh	2,394,800	$118.8M	—	+3.8%
65	AMERICAN CENTURY COMPANIES#65 · 2,381,984 sh	2,381,984	$118.1M	0.05%	+17.8%
66	Invesco Ltd.#66 · 2,269,793 sh	2,269,793	$112.5M	<0.01%	-6.7%
67	Korea Investment#67 · 2,130,913 sh	2,130,913	$105.8M	0.20%	-6.5%
68	BANK OF MONTREAL#68 · 2,044,026 sh	2,044,026	$101.3M	0.03%	-16.9%
69	CAPTRUST FINANCIAL ADVISORS#69 · 2,036,912 sh	2,036,912	$100.9M	0.15%	-2.8%
70	Life Cycle Investment Partners Ltd#70 · 2,031,327 sh	2,031,327	$100.9M	0.47%	+18.2%
71	Generali Asset Management SPA SGR#71 · 2,491,590 sh	2,491,590	$99.8M	—	-6.1%
72	State of Tennessee, Treasury Department#72 · 1,860,583 sh	1,860,583	$92.4M	0.27%	-3.9%
73	MOORE CAPITAL MANAGEMENT#73 · 1,858,635 sh	1,858,635	$92.1M	1.37%	-8.9%
74	1832 Asset Management L.P.#74 · 1,697,000 sh	1,697,000	$84.1M	0.04%	New
75	ENVESTNET ASSET MANAGEMENT#75 · 1,686,431 sh	1,686,431	$83.6M	0.02%	+12.2%
76	AMERIPRISE FINANCIAL#76 · 1,651,479 sh	1,651,479	$82.0M	0.02%	-0.7%
77	CREDIT AGRICOLE S A#77 · 1,644,169 sh	1,644,169	$81.5M	0.17%	+76.3%
78	BANQUE PICTET & CIE SA#78 · 1,637,812 sh	1,637,812	$81.3M	—	-1.6%
79	ABN AMRO Bank N.V.#79 · 1,630,379 sh	1,630,379	$80.7M	1.04%	+10.9%
80	Vanguard Investments Australia, Ltd.#80 · 1,614,810 sh	1,614,810	$80.0M	0.20%	+2.3%
81	FIL Ltd#81 · 1,567,708 sh	1,567,708	$77.7M	0.06%	-5.8%
82	BRANDES INVESTMENT PARTNERS#82 · 1,398,641 sh	1,398,641	$69.3M	0.49%	+2.2%
83	Grantham, Mayo, Van Otterloo#83 · 1,308,707 sh	1,308,707	$65.0M	0.15%	+145.2%
84	SEB Asset Management AB#84 · 1,302,198 sh	1,302,198	$64.7M	0.24%	+12.3%
85	Vanguard Global Advisers#85 · 1,301,841 sh	1,301,841	$64.5M	0.03%	+7.7%
86	Lansforsakringar Fondforvaltning AB (publ)#86 · 1,295,198 sh	1,295,198	$64.3M	0.29%	-8.1%
87	STATE OF WISCONSIN INVESTMENT BOARD#87 · 1,190,788 sh	1,190,788	$59.1M	0.12%	+2.3%
88	Rathbones Group PLC#88 · 1,179,032 sh	1,179,032	$58.6M	0.22%	New
89	MANUFACTURERS LIFE INSURANCE COMPANY, THE#89 · 1,173,305 sh	1,173,305	$58.2M	0.05%	-5.0%
90	Crocodile Capital Partners GmbH#90 · 1,170,000 sh	1,170,000	$58.0M	—	0.0%
91	Mediolanum International Funds Ltd#91 · 1,111,179 sh	1,111,179	$54.9M	0.47%	+88.9%
92	Zurich Insurance Group Ltd#92 · 1,083,128 sh	1,083,128	$53.7M	0.37%	+86.8%
93	DJE Kapital AG#93 · 983,564 sh	983,564	$49.0M	0.92%	New
94	Patient Capital Management#94 · 953,734 sh	953,734	$47.3M	1.55%	-23.2%
95	EFG International AG#95 · 898,628 sh	898,628	$44.5M	0.81%	+0.6%
96	J. Safra Sarasin Holding AG#96 · 1,104,367 sh	1,104,367	$43.3M	—	+1.6%
97	THRIVENT FINANCIAL FOR LUTHERANS#97 · 853,597 sh	853,597	$42.4M	0.07%	-1.4%
98	WELLS FARGO & COMPANY#98 · 810,448 sh	810,448	$40.2M	<0.01%	+24.0%
99	RAYMOND JAMES FINANCIAL#99 · 776,059 sh	776,059	$38.5M	0.01%	+13.1%
100	ALLIANCEBERNSTEIN L.P.#100 · 976,101 sh	976,101	$38.1M	0.01%	+58.2%

Funds that sold out of UBS in Q2 2026 (58)

Held UBS at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held UBS in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
RENAISSANCE TECHNOLOGIES686,991 sh	686,991	$26.8M
Gemsstock Ltd.630,741 sh	630,741	$24.2M
Point72 Asset Management, L.P.581,139 sh	581,139	$22.7M
PBU - The Pension Fund of Early Childhood & Youth Educators981,028 sh	981,028	$21.1M
CHILTON INVESTMENT285,184 sh	285,184	$11.1M
VICTORY CAPITAL MANAGEMENT294,057 sh	294,057	$9.0M
Walleye Capital199,385 sh	199,385	$7.8M
Alberta Investment Management142,510 sh	142,510	$5.5M
BALYASNY ASSET MANAGEMENT L.P.123,796 sh	123,796	$4.8M
Karl Kapital88,866 sh	88,866	$3.5M
Walleye Trading81,498 sh	81,498	$3.2M
OLD MISSION CAPITAL74,367 sh	74,367	$3.0M
Trivant Custom Portfolio Group64,462 sh	64,462	$2.5M
South Shore Capital Advisors56,737 sh	56,737	$2.2M
Aquatic Capital Management37,276 sh	37,276	$1.5M
FOX RUN MANAGEMENT, L.L.C.27,520 sh	27,520	$1.0M
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT25,629 sh	25,629	$1.0M
SkyView Investment Advisors19,431 sh	19,431	$759.0K
Verition Fund Management18,328 sh	18,328	$716.1K
CenterStar Asset Management18,289 sh	18,289	$714.3K
Climber Capital SA17,618 sh	17,618	$677.1K
XY Capital Ltd16,150 sh	16,150	$631.0K
Beacon Pointe Advisors13,506 sh	13,506	$527.7K
Northside Capital Management12,823 sh	12,823	$501.0K
Quinn Opportunity Partners12,617 sh	12,617	$492.9K
Centiva Capital12,589 sh	12,589	$491.9K
Sciencast Management12,531 sh	12,531	$489.6K
Root Financial Partners11,583 sh	11,583	$452.5K
SG Americas Securities9,200 sh	9,200	$359.0K
BROWN ADVISORY8,294 sh	8,294	$324.0K
CTC Alternative Strategies, Ltd.8,208 sh	8,208	$315.1K
EVOKE WEALTH7,806 sh	7,806	$305.0K
BTG Pactual Asset Management US6,972 sh	6,972	$268.0K
111 Capital6,018 sh	6,018	$231.4K
a16z Perennial Management, L.P.5,648 sh	5,648	$220.7K
Prospera Financial Services5,545 sh	5,545	$216.7K
FLC Capital Advisors5,468 sh	5,468	$213.6K
MQS Management5,141 sh	5,141	$200.9K
Itau Unibanco Holding S.A.3,916 sh	3,916	$181.3K
Opal Wealth Advisors2,506 sh	2,506	$97.9K
Sound Income Strategies1,378 sh	1,378	$54.8K
Kohmann Bosshard Financial Services1,350 sh	1,350	$52.7K
TWIN PEAKS WEALTH ADVISORS1,237 sh	1,237	$48.3K
Addison Advisors711 sh	711	$27.8K
UNION SAVINGS BANK410 sh	410	$16.0K
Western Wealth Management367 sh	367	$14.3K
Innovative Asset Advisors Group360 sh	360	$14.1K
Destiny Wealth Partners315 sh	315	$12.3K
True Link Financial Advisors216 sh	216	$8.4K
Westend Capital Management191 sh	191	$7.5K
ALBION FINANCIAL GROUP188 sh	188	$7.3K
Harbor Asset Planning133 sh	133	$5.2K
Key Capital Management103 sh	103	$4.0K
Intentional Wealth Strategies70 sh	70	$2.7K
Golden State Equity Partners60 sh	60	$2.3K
MBM WEALTH CONSULTANTS56 sh	56	$2.2K
TOTH FINANCIAL ADVISORY3 sh	3	$118.00
Lloyd Advisory Services1 sh	1	$27.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.