Latest Period
Q1 2026
Security Snapshot
UBS Group AG - Common Stock (UBS) Institutional Ownership
CUSIP: H42097107
13F Institutional Holders and Ownership History from Q4 2014 to Q1 2026
Institutions Reporting
673
Shares (Excl. Options)
1,149,905,900
Price
$39.07
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- Security type / class
- Equity / Common Stock
- Symbol
- UBS on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 1,149,905,900
- Total 13F value
- $44,316,964,707
- Portfolio coverage rank
- 0.03%
- Share change
- -182,500,541
- Value change
- -$8,011,551,792
- Number of holders
- 673
- Shares outstanding
- 3,497,174,050
- SEC-reported price per share
- $45.15
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.
- 673 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 684 to 673 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $61,281,438,003 to $44,316,964,707.
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 673 institutions filings for Q1 2026.
Security key
H42097107
Latest holder period
Q1 2026
13F holders
673
13D/G owners
1
CIK / CUSIP context first
Open Q1 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 31 Mar 2026, 673 institutional investors reported holding 1,149,905,900 shares of UBS Group AG - Common Stock (UBS). This represents 33% 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
26%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| UBS Group AG | 3.1% | 106,890,182 | -24% | 0.74% | $4,176,199,410 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.8% | 97,263,943 | 0% | 0.09% | $3,792,612,930 |
| Fisher Asset Management, LLC | 1.9% | 66,074,238 | +3.1% | 0.88% | $2,581,520,515 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.9% | 65,542,061 | -4.5% | 0.92% | $2,601,483,302 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1.6% | 56,674,567 | +14% | 4.7% | $2,167,398,121 |
| FMR LLC | 1.5% | 53,883,732 | -7.3% | 0.11% | $2,101,387,278 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.4% | 49,920,657 | -13% | 0.36% | $1,909,105,771 |
| Cevian Capital II GP LTD | 1.4% | 48,117,675 | 0% | 60% | $1,879,957,562 |
| Pictet Asset Management Holding SA | 1% | 35,591,624 | -0.95% | 1.4% | $1,361,113,253 |
| Dodge & Cox | 0.96% | 33,644,642 | -0.06% | 0.72% | $1,308,575,068 |
| DEUTSCHE BANK AG\ | 0.91% | 31,922,626 | +7.8% | 0.41% | $1,247,216,998 |
| VANGUARD FIDUCIARY TRUST CO | 0.79% | 27,510,543 | 0% | 0.27% | $1,072,718,603 |
| JPMORGAN CHASE & CO | 0.78% | 27,434,247 | -32% | 0.07% | $1,006,013,911 |
| PZENA INVESTMENT MANAGEMENT LLC | 0.76% | 26,544,355 | -11% | 2.6% | $815,708,023 |
| Capital World Investors | 0.67% | 23,495,846 | -37% | 0.12% | $913,458,226 |
| Legal & General Group Plc | 0.67% | 23,402,544 | -0.88% | 0.21% | $894,982,066 |
| Amundi | 0.67% | 23,294,847 | +17% | 0.25% | $910,129,673 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.54% | 18,850,928 | +7.6% | 0.39% | $728,340,028 |
| GOLDMAN SACHS GROUP INC | 0.44% | 15,344,986 | -15% | 0.08% | $599,528,602 |
| Vontobel Holding Ltd. | 0.43% | 15,126,281 | +8.9% | 2% | $581,493,288 |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.4% | 14,112,416 | 0% | 0.47% | $550,285,437 |
| Nuveen, LLC | 0.32% | 11,227,404 | -1.6% | 0.12% | $431,845,329 |
| BANK OF AMERICA CORP /DE/ | 0.28% | 9,654,984 | -9.8% | 0.03% | $377,220,238 |
| Ninety One UK Ltd | 0.25% | 8,687,978 | -1.6% | 0.77% | $332,252,569 |
| CANADA PENSION PLAN INVESTMENT BOARD | 0.23% | 7,956,822 | -9.4% | 0.2% | $305,880,780 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
46
Latest
Q1 2026
Rows shown
1-25 of 46
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 1,149,905,900 | $44,316,964,707 | -$8,011,551,792 | $39.07 | 673 |
| 2025 Q4 | 1,329,565,572 | $61,281,438,003 | +$5,314,157,067 | $46.31 | 684 |
| 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 |
| 2020 Q1 | 1,244,945,966 | $11,522,654,010 | -$717,487,880 | $9.26 | 287 |