Who Owns UBS Group AG (UBS)?Hedge Fund & Institutional Holders

$36.86-0.65 (-1.73%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

Infinity%

QoQ Change in Holders

+4 / -3

Price History

$26.12$31.90$37.69$43.47$49.25Sep 24Jun 25Mar 26

UBS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
MASSACHUSETTS FINANCIAL SERVICES CO /MA/New Position+68.6M+$3.2T
FMR LLCIncreased+9.6M+$2.7T
UBS Group AGIncreased+8.0M+$1.1T
Fisher Asset Management, LLCIncreased+2.9M+$460.1B
JPMORGAN CHASE & COIncreased+5.6M+$437.2B
Ninety One UK LtdNew Position+8.8M+$411.9B
DEUTSCHE BANK AG\Increased+4.7M+$345.7B
Allianz Asset Management GmbHNew Position+6.3M+$295.0B
WCM INVESTMENT MANAGEMENT, LLCNew Position+5.2M+$242.4B
JANUS HENDERSON GROUP PLCIncreased+4.9M+$239.6B
Capital World InvestorsIncreased+56K+$202.8B
CANADA PENSION PLAN INVESTMENT BOARDIncreased+3.1M+$174.2B
FRANKLIN RESOURCES INCIncreased+3.2M+$152.0B
Legal & General Group PlcIncreased+208K+$144.7B
PZENA INVESTMENT MANAGEMENT LLCIncreased+28K+$133.4B

UBS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
AXA Investment Managers S.A.Closed Position-4.2M-$416.7B
BANK OF MONTREAL /CAN/Decreased-7.1M-$282.8B
DODGE & COXDecreased-9.0M-$196.9B
Qube Research & Technologies LtdDecreased-685K-$115.0B
VIKING GLOBAL INVESTORS LPDecreased-4.0M-$108.9B
CAPTRUST FINANCIAL ADVISORSDecreased-33K-$87.2B
CITIGROUP INCDecreased-2.6M-$73.2B
HSBC HOLDINGS PLCDecreased-1.7M-$70.6B
RENAISSANCE TECHNOLOGIES LLCDecreased-1.4M-$56.7B
PLATINUM INVESTMENT MANAGEMENT LTDDecreased-1.3M-$54.0B
WORLDQUANT MILLENNIUM ADVISORS LLCDecreased-367K-$36.0B
Fullerton Fund Management Co Ltd.Closed Position-727K-$29.7B
GOLDMAN SACHS GROUP INCDecreased-2.8M-$23.2B
TWO SIGMA ADVISERS, LPDecreased-423K-$14.7B
Optiver Holding B.V.Closed Position-342K-$14.0B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1UBS Group AG135,629,927$6.3T1.02%Share
2Fisher Asset Management, LLC64,107,264$3.0T1.01%Share
3Zurcher Kantonalbank (Zurich Cantonalbank)49,529,270$2.3T4.99%Share
4WELLINGTON MANAGEMENT GROUP LLP49,262,153$2.3T0.40%Share
5MASSACHUSETTS FINANCIAL SERVICES CO /MA/39,429,082$1.8T0.59%Share
6FMR LLC37,368,100$1.7T0.09%Share
7Capital World Investors37,399,326$1.7T0.24%Share
8DODGE & COX33,665,342$1.6T0.84%Share
9PZENA INVESTMENT MANAGEMENT LLC29,531,729$1.1T3.27%Share
10JPMORGAN CHASE & CO18,618,512$862.0B0.05%Share
11DEUTSCHE BANK AG\18,215,321$843.0B0.27%Share
12Amundi17,577,354$814.0B0.22%Share
13ARROWSTREET CAPITAL, LIMITED PARTNERSHIP17,527,342$814.0B0.48%Share
14Legal & General Group Plc16,977,060$792.0B0.18%Share
15GOLDMAN SACHS GROUP INC16,357,957$757.0B0.09%Share
16JPMORGAN CHASE & CO12,290,263$569.0B0.04%Share
17Vontobel Holding Ltd.10,991,197$511.0B1.61%Share
18MASSACHUSETTS FINANCIAL SERVICES CO /MA/9,268,139$429.2B0.14%Share
19VIKING GLOBAL INVESTORS LP9,128,817$426.0B1.13%Share
20SIH Partners, LLLP8,933,500$413.7B7.84%Put
21Ninety One UK Ltd8,829,586$411.9B0.88%Share
22CANADA PENSION PLAN INVESTMENT BOARD8,778,075$408.0B0.27%Share
23FMR LLC8,608,354$401.0B0.02%Share
24CAISSE DES DEPOTS ET CONSIGNATIONS7,922,061$369.6B8.41%Share
25BANK OF AMERICA CORP /DE/7,246,126$335.0B0.02%Share
26JANUS HENDERSON GROUP PLC6,722,897$313.0B0.14%Share
27SIH Partners, LLLP6,581,700$304.8B5.78%Call
28Allianz Asset Management GmbH6,243,970$291.0B0.29%Share
29DEUTSCHE BANK AG\6,036,735$279.0B0.09%Share
30CITIGROUP INC5,899,488$275.0B0.12%Share
31FMR LLC5,746,684$267.0B0.01%Share
32Bank Julius Baer & Co. Ltd, Zurich5,704,194$264.0B0.73%Share
33Nuveen, LLC5,662,901$264.0B0.07%Share
34UBS Group AG5,638,566$261.1B0.04%Call
35Legal & General Group Plc5,345,006$249.0B0.06%Share
36Compagnie Lombard Odier SCmA5,274,016$246.0B2.68%Share
37WCM INVESTMENT MANAGEMENT, LLC5,211,089$242.4B0.50%Share
38JPMORGAN CHASE & CO5,111,633$236.0B0.01%Share
39MASSACHUSETTS FINANCIAL SERVICES CO /MA/4,540,854$210.3B0.07%Share
40M&G Plc4,500,778$209.0B1.07%Share
41MASSACHUSETTS FINANCIAL SERVICES CO /MA/4,338,778$200.9B0.06%Share
42Nuveen, LLC4,110,084$191.0B0.05%Share
43ROYAL BANK OF CANADA4,105,072$190.0B0.03%Share
44MASSACHUSETTS FINANCIAL SERVICES CO /MA/4,097,727$189.8B0.06%Share
45MASSACHUSETTS FINANCIAL SERVICES CO /MA/3,844,061$178.0B0.06%Share
46AVIVA PLC3,543,255$164.0B0.28%Share
47ROYAL LONDON ASSET MANAGEMENT LTD3,534,187$163.0B0.34%Share
48FMR LLC3,471,359$161.0B0.01%Share
49WELLINGTON MANAGEMENT GROUP LLP3,427,849$159.0B0.03%Share
50DEUTSCHE BANK AG\3,371,163$156.0B0.05%Share

UBS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025680$41.6T+268
Q3 2025412$32.6T-109
Q2 2025521$23.4T-57
Q1 2025578$27.7T+83
Q4 2024495$49.2T+81
Q3 2024414$4389.7T-9
Q2 2024423$9522.4T+22
Q1 2024401$2375.9T—

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As of Q4 2025, 50 institutional investors hold UBS (UBS Group AG). The largest holder is UBS Group AG with $6.3T in shares. This quarter, 4 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own UBS?

As of Q4 2025, 50 institutional investors report holding UBS (UBS Group AG) in their 13F filings.

Who is the largest institutional holder of UBS?

The largest institutional holder of UBS is UBS Group AG with $6.3T in shares.

Is institutional ownership of UBS increasing or decreasing?

This quarter, 4 institutions opened new positions in UBS and 3 closed their positions.