Latest Period
Q2 2026
Security Snapshot
UBS Group AG - Common Stock (UBS) Institutional Ownership
CUSIP: H42097107
13F Institutional Holders and Ownership History from Q4 2014 to Q2 2026
Institutions Reporting
761
Shares (Excl. Options)
1,272,303,856
Price
$49.56
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- Security type / class
- Equity / Common Stock
- Symbol
- UBS on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 1,272,303,856
- Total 13F value
- $62,762,828,940
- Portfolio coverage rank
- 0.02%
- Share change
- +118,757,744
- Value change
- +$5,967,601,076
- Number of holders
- 761
- Shares outstanding
- 3,497,174,050
- SEC-reported price per share
- $53.73
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- UBS - UBS Group AG - Common Stock is tracked under CUSIP H42097107.
- 761 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 684 to 761 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $44,397,716,427 to $62,762,828,940.
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
Open SEC evidence
Latest holder context comes from 761 institutions filings for Q2 2026.
Security key
H42097107
Latest holder period
Q2 2026
13F holders
761
13D/G owners
1
CIK / CUSIP context first
Open Q2 2026 holders
UBS full holder history
UBS Group AG SEC filings
UBS Group AG company facts
UBS Group AG 13D/G history
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP H42097107:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
UBS
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| NORGES BANK | 4% | $4,235,777,209 | 139,886,962 | Norges Bank | 31 Mar 2025 |
As of 30 Jun 2026, 761 institutional investors reported holding 1,272,303,856 shares of UBS Group AG - Common Stock (UBS). This represents 36% of the company’s total 3,497,174,050 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
28%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| UBS Group AG | 3.1% | 107,137,265 | +0.23% | 0.84% | $5,309,722,853 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.8% | 98,080,411 | +0.84% | 0.1% | $4,860,963,249 |
| NORGES BANK | 2.7% | 95,849,980 | 0.47% | $4,750,179,008 | |
| Fisher Asset Management, LLC | 1.9% | 64,920,294 | -1.7% | 0.96% | $3,217,449,809 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.8% | 62,927,553 | -4% | 1.1% | $3,198,086,308 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.7% | 59,553,311 | +19% | 0.51% | $2,957,547,412 |
| FMR LLC | 1.6% | 55,541,141 | +3.1% | 0.12% | $2,753,594,113 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1.6% | 55,233,032 | -2.5% | 5.3% | $2,742,992,871 |
| Cevian Capital II GP LTD | 1.4% | 48,117,675 | 0% | 64% | $2,384,711,973 |
| Pictet Asset Management Holding SA | 1.1% | 36,743,822 | +3.2% | 1.7% | $1,824,778,416 |
| Dodge & Cox | 0.96% | 33,630,342 | -0.04% | 0.87% | $1,666,001,775 |
| JPMORGAN CHASE & CO | 0.85% | 29,666,939 | +8.1% | 0.09% | $1,468,216,955 |
| VANGUARD FIDUCIARY TRUST CO | 0.79% | 27,709,028 | +0.72% | 0.3% | $1,373,287,136 |
| Amundi | 0.73% | 25,463,870 | +9.3% | 0.3% | $1,261,989,398 |
| DEUTSCHE BANK AG\ | 0.69% | 24,147,522 | -24% | 0.35% | $1,196,751,190 |
| PZENA INVESTMENT MANAGEMENT LLC | 0.65% | 22,604,129 | -15% | 2.7% | $905,521,392 |
| Legal & General Group Plc | 0.63% | 22,124,624 | -5.5% | 0.23% | $1,098,755,620 |
| GOLDMAN SACHS GROUP INC | 0.57% | 19,805,601 | +29% | 0.1% | $981,565,607 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.49% | 17,034,727 | -9.6% | 0.37% | $844,223,311 |
| Assenagon Asset Management S.A. | 0.47% | 16,536,418 | +6278% | 1.1% | $821,228,336 |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.42% | 14,828,609 | +5.1% | 0.5% | $734,920,691 |
| Vontobel Holding Ltd. | 0.42% | 14,698,356 | -2.8% | 2.4% | $728,428,134 |
| Capital World Investors | 0.42% | 14,545,505 | -38% | 0.09% | $720,556,669 |
| Nuveen, LLC | 0.3% | 10,482,169 | -6.6% | 0.12% | $520,259,026 |
| BANK OF AMERICA CORP /DE/ | 0.3% | 10,325,213 | +6.9% | 0.03% | $511,717,556 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
47
Latest
Q2 2026
Rows shown
1-25 of 47
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 1,272,303,856 | $62,762,828,940 | +$5,967,601,076 | $49.56 | 761 |
| 2026 Q1 | 1,152,014,886 | $44,397,716,427 | -$8,022,189,097 | $39.07 | 684 |
| 2025 Q4 | 1,330,859,865 | $61,341,824,597 | +$5,370,486,821 | $46.31 | 687 |
| 2025 Q3 | 1,212,220,475 | $49,377,493,312 | -$3,444,805,486 | $41.00 | 612 |
| 2025 Q2 | 1,321,824,778 | $44,479,548,272 | +$1,722,268,190 | $33.82 | 590 |
| 2025 Q1 | 1,271,503,225 | $38,722,070,787 | -$4,551,573,537 | $30.63 | 574 |
| 2024 Q4 | 1,413,525,845 | $42,953,761,571 | +$781,560,467 | $30.32 | 563 |
| 2024 Q3 | 1,383,852,053 | $42,574,513,976 | -$609,528,710 | $30.91 | 543 |
| 2024 Q2 | 1,403,777,007 | $41,312,722,773 | +$3,418,920,504 | $29.54 | 546 |
| 2024 Q1 | 1,381,732,386 | $42,330,006,719 | +$1,401,668,443 | $30.72 | 529 |
| 2023 Q4 | 1,335,537,749 | $41,165,785,581 | +$1,577,488,245 | $30.90 | 515 |
| 2023 Q3 | 1,282,349,572 | $31,672,053,188 | +$348,403,025 | $24.65 | 478 |
| 2023 Q2 | 1,267,896,551 | $25,674,446,157 | -$2,902,891,926 | $20.27 | 447 |
| 2023 Q1 | 1,409,429,855 | $29,938,004,204 | +$3,127,143,579 | $21.34 | 424 |
| 2022 Q4 | 1,260,507,998 | $23,540,028,278 | -$100,895,424 | $18.67 | 366 |
| 2022 Q3 | 1,267,946,313 | $18,490,219,187 | -$386,884,804 | $14.51 | 355 |
| 2022 Q2 | 1,291,530,531 | $20,874,361,630 | -$1,057,604,336 | $16.22 | 359 |
| 2022 Q1 | 1,359,289,904 | $26,606,903,964 | -$417,519,103 | $19.54 | 370 |
| 2021 Q4 | 1,378,833,903 | $24,737,336,290 | +$1,092,650,832 | $17.87 | 358 |
| 2021 Q3 | 1,323,582,161 | $21,171,032,364 | +$228,917,573 | $15.94 | 348 |
| 2021 Q2 | 1,305,683,207 | $20,031,404,139 | +$1,784,628,487 | $15.34 | 353 |
| 2021 Q1 | 1,187,824,653 | $18,438,727,456 | -$1,744,600,299 | $15.53 | 339 |
| 2020 Q4 | 1,297,249,037 | $18,036,426,222 | +$202,303,963 | $14.13 | 334 |
| 2020 Q3 | 1,289,258,735 | $14,238,756,106 | +$308,495,625 | $11.15 | 298 |
| 2020 Q2 | 1,258,979,362 | $14,406,549,549 | +$172,933,602 | $11.54 | 295 |