Security Snapshot

UBS Group AG - Common Stock - Foreign Institutional Ownership

CUSIP: 00BRJL176

13F Institutional Holders and Ownership History from Q4 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

2

Shares (Excl. Options)

60,064

Price

$38.33

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Latest holder snapshot 4 signals
Portfolio coverage rank
0%
Share change
+681
Value change
+$26,168
Number of holders
2
Issuer context Names, identifiers, and filing context for this profile. 1 identity field
SEC-reported price per share
$38.33
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • 00BRJL176 - UBS Group AG - Common Stock - Foreign is tracked under CUSIP 00BRJL176.
  • 2 institutions reported positions in Q1 2026.
  • Schedule 13D/13G significant owner rows are not currently available.

Change

  • Holder count moved from 2 to 2 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $2,770,537 to $2,301,389.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 2 institutions filings for Q1 2026.

Open SEC evidence

Security key

00BRJL176

Latest holder period

Q1 2026

13F holders

2

13D/G owners

0

CIK / CUSIP context first

As of 31 Mar 2026, 2 institutional investors reported holding 60,064 shares of UBS Group AG - Common Stock - Foreign.

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
44
Latest
Q1 2026
Rows shown
1-25 of 44
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 60,064 $2,301,389 +$26,168 $38.33 2
2025 Q4 59,383 $2,770,537 +$1,605,417 $46.66 2
2025 Q3 24,970 $1,019,753 -$2,929,583 $40.84 1
2025 Q2 111,464 $3,762,700 -$67,510 $33.79 2
2025 Q1 113,459 $3,445,818 +$25,057 $30.37 2
2024 Q4 112,634 $3,445,225 +$2,609,002 $30.58 2
2024 Q3 27,368 $842,689 +$30,637 $30.79 1
2024 Q2 26,373 $776,410 -$19,725 $29.44 1
2024 Q1 27,043 $831,816 -$1,949,688 $30.76 1
2023 Q4 89,923 $2,789,180 +$811,019 $31.02 2
2023 Q3 63,790 $1,582,198 -$459,563 $24.80 1
2023 Q2 88,069 $1,780,984 +$77,390 $20.22 2
2023 Q1 84,241 $1,777,904 +$94,147 $21.10 2
2022 Q4 79,781 $1,483,898 +$622,421 $18.60 2
2022 Q3 46,326 $681,299 $14.71 1
2022 Q2 46,326 $744,719 -$249,172 $16.08 1
2022 Q1 61,826 $1,219,052 $19.72 1
2021 Q4 61,826 $1,114,178 $18.02 1
2021 Q3 61,826 $994,147 +$28,944 $16.08 1
2021 Q2 60,026 $919,531 $15.32 1
2021 Q1 60,026 $933,412 -$16,451,983 $15.55 1
2020 Q4 1,226,619 $17,264,723 +$6,686,926 $14.09 2
2020 Q3 751,449 $8,405,521 +$206,996 $11.20 2
2020 Q2 732,943 $8,439,981 +$442,215 $11.51 2
2020 Q1 694,543 $6,535,247 +$2,163,040 $9.38 2
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