Security Snapshot

UBS Group AG - Common Stock (UBS) Institutional Ownership

CUSIP: H42097107

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

Latest Period

Q4 2025

Institutions Reporting

682

Shares (Excl. Options)

1,329,526,806

Price

$46.31

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Type / Class
Equity / Common Stock
Symbol
UBS on NYSE
Shares outstanding
3,497,174,050
Price per share
$42.63
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
1,329,526,806
Total reported value
$61,279,642,749
% of total 13F portfolios
0.03%
Share change
+114,757,979
Value change
+$5,314,150,675
Number of holders
682
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • UBS - UBS Group AG - Common Stock is tracked under CUSIP H42097107.
  • 682 institutions reported positions in Q4 2025.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 682 to 571 between Q4 2025 and Q1 2026.
  • Reported value moved from $61,279,642,749 to $31,829,676,860.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 682 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP H42097107?
CUSIP H42097107 identifies UBS - UBS Group AG - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of UBS Group AG - Common Stock (UBS) based on Schedule 13D/G filings

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 Dec 2025, 682 institutional investors reported holding 1,329,526,806 shares of UBS Group AG - Common Stock (UBS). This represents 38% of the company’s total 3,497,174,050 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of UBS Group AG - Common Stock (UBS) together control 31% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
UBS Group AG 4% 140,490,368 +6% 1.3% $6,506,108,939
VANGUARD GROUP INC 4% 139,105,725 +1.3% 0.09% $6,423,206,851
NORGES BANK 3% 104,982,026 0.52% $4,889,413,254
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2% 68,622,440 -11% 1% $3,177,905,196
Fisher Asset Management, LLC 1.8% 64,107,264 +4.8% 1% $2,968,807,431
FMR LLC 1.7% 58,098,230 +20% 0.14% $2,708,625,545
WELLINGTON MANAGEMENT GROUP LLP 1.6% 57,652,790 -9.5% 0.47% $2,689,614,462
Zurcher Kantonalbank (Zurich Cantonalbank) 1.4% 49,529,270 -6.2% 5% $2,310,640,534
Cevian Capital II GP LTD 1.4% 48,117,675 0% 61% $2,228,329,529
JPMORGAN CHASE & CO 1.2% 40,392,294 +16% 0.13% $1,870,567,192
Capital World Investors 1.1% 37,399,326 +0.15% 0.24% $1,728,952,411
Pictet Asset Management Holding SA 1% 35,932,192 +1.8% 1.6% $1,676,301,784
Dodge & Cox 0.96% 33,665,342 -21% 0.84% $1,556,249,860
PZENA INVESTMENT MANAGEMENT LLC 0.85% 29,774,573 +0.09% 3.3% $1,100,468,200
DEUTSCHE BANK AG\ 0.85% 29,605,781 +19% 0.45% $1,371,043,720
Legal & General Group Plc 0.68% 23,611,119 +0.89% 0.24% $1,101,501,831
Amundi 0.57% 19,920,331 -0.39% 0.28% $922,510,529
GOLDMAN SACHS GROUP INC 0.52% 18,063,332 -14% 0.12% $836,512,940
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.5% 17,527,342 -9.8% 0.48% $814,934,458
ACADIAN ASSET MANAGEMENT LLC 0.46% 16,181,297 +5.3% 1.2% $754,828,000
Vontobel Holding Ltd. 0.4% 13,885,012 +0.36% 2.1% $646,677,952
Nuveen, LLC 0.33% 11,408,186 +6.7% 0.14% $531,162,229
BANK OF AMERICA CORP /DE/ 0.31% 10,708,372 -37% 0.04% $495,904,717
VIKING GLOBAL INVESTORS LP 0.26% 9,128,817 -30% 1.1% $425,957,677
Ninety One UK Ltd 0.25% 8,829,586 +1.6% 0.88% $411,917,315

Institutional Holders of UBS Group AG - Common Stock (UBS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 826,648,332 $31,829,676,860 -$7,449,346,474 $39.07 571
2025 Q4 1,329,526,806 $61,279,642,749 +$5,314,150,675 $46.31 682
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
2019 Q4 1,313,766,332 $16,549,526,384 +$1,275,858,310 $12.58 289
2019 Q3 1,201,027,104 $13,606,769,331 -$1,872,811,329 $11.31 280
2019 Q2 1,366,557,473 $16,213,461,991 +$1,192,387,174 $11.85 297
2019 Q1 1,262,702,216 $15,294,663,231 -$2,010,408,962 $12.11 314
2018 Q4 1,433,074,808 $17,770,664,637 -$346,743,223 $12.38 304
2018 Q3 1,449,394,465 $22,852,305,045 +$1,726,967,381 $15.73 303
2018 Q2 1,338,389,046 $20,574,751,331 -$903,446,848 $15.34 291
2018 Q1 1,398,853,022 $24,611,014,961 -$299,391,500 $17.66 311
2017 Q4 1,415,402,096 $26,006,610,563 +$987,185,255 $18.39 284
2017 Q3 1,361,374,764 $23,284,940,154 +$345,720,960 $17.15 254
2017 Q2 1,340,569,920 $22,734,217,935 +$3,757,906,331 $16.98 255
2017 Q1 1,118,344,359 $17,863,702,075 +$233,061,256 $15.95 245
2016 Q4 1,102,809,091 $17,334,847,501 +$1,960,050,682 $15.67 249
2016 Q3 977,461,941 $13,230,781,240 -$821,368,350 $13.62 219
2016 Q2 1,040,232,971 $13,445,260,466 +$136,891,215 $12.96 240
2016 Q1 1,024,404,427 $16,465,223,315 -$166,534,417 $16.02 227
2015 Q4 1,034,011,361 $20,096,146,433 -$358,614,794 $19.37 241
2015 Q3 1,046,466,072 $19,369,344,244 +$3,340,093,870 $18.52 225
2015 Q2 869,467,290 $18,423,651,134 +$746,599,498 $21.20 197
2015 Q1 825,970,888 $15,525,854,484 +$2,793,330,499 $18.77 168
2014 Q4 677,327,714 $11,589,306,553 +$9,882,527,682 $17.05 139
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