13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality

UBS GROUP AG

726 institutions still hold UBS GROUP AG as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP H42097107·726 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.4%
vs prior quarter
13F value held
$33.6B
70.0% inst. owned
of float
Holders
726
+109 QoQ
filers reporting
Activity
+8 / −105
+912 added · −819 reduced
this quarter
Concentration
13.66%
UBS Group AG #1
top holder share
AI Holders Summary · Q1 2026

726 institutions reported UBS GROUP AG in Q1 2026. UBS Group AG leads at 13.7% of the visible book. +109 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
UBS Group AG
CIK 0001610520
$4.6B117.5M0.69%Q1 202602
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$3.8B97.3M0.09%Q1 202603
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
CIK 0000912938
$2.6B65.5M0.87%Q1 202604
Fisher Asset Management, LLC
CIK 0000850529
$2.6B66.1M0.88%Q1 202605
Zurcher Kantonalbank (Zurich Cantonalbank)
CIK 0001368163
$2.2B56.7M4.72%Q1 202606
FMR LLC
CIK 0000315066
$2.1B53.9M0.11%Q1 202607
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$1.9B49.9M0.36%Q1 202608
Cevian Capital II GP LTD
CIK 0001365341
$1.9B48.1M60.29%Q1 202609
Pictet Asset Management Holding SA
CIK 0001993888
$1.4B35.6M1.44%Q1 202610
DODGE & COX
CIK 0000200217
$1.3B33.6M0.72%Q1 202611
DEUTSCHE BANK AG\
CIK 0000948046
$1.2B31.9M0.41%Q1 202612
VANGUARD FIDUCIARY TRUST CO
CIK 0000933478· Index
$1.1B27.5M0.27%Q1 202613
JPMORGAN CHASE & CO
CIK 0000019617
$1.0B27.4M0.06%Q1 202614
Capital World Investors
CIK 0001422849
$913M23.5M0.12%Q1 202615
Amundi
CIK 0001330387
$910M23.3M0.25%Q1 202616
Legal & General Group Plc
CIK 0000764068
$895M23.4M0.21%Q1 202617
GOLDMAN SACHS GROUP INC
CIK 0000886982
$874M22.4M0.10%Q1 202618
SIH Partners, LLLP
CIK 0001996244
$834M21.3M11.01%Q1 202619
PZENA INVESTMENT MANAGEMENT LLC
CIK 0001027796
$816M26.5M2.65%Q1 202620
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 0001164508
$728M18.9M0.39%Q1 2026
Page 1 of 37
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