UBS GROUP AG: Ownership & Insider Activity
Hedge funds and institutional managers reporting a position in UBS GROUP AG. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
24
13F filers
Aggregate Value
$7.7B
Across holders
Last Price
—
EOD close
Sector
—
GICS
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 64.92M | $3.2B | 41.8% | 1.0% | Reduced | $-57.2M | Q2 2026 |
| DODGE & COX CIK 0000200217 | Institutional Manager | 33.63M | $1.7B | 21.6% | 0.9% | Reduced | $-708K | Q2 2026 |
| PZENA INVESTMENT MANAGEMENT LLC CIK 0001027796 | Institutional Manager | 22.60M | $905.5M | 11.8% | 2.7% | Reduced | $-1.2B | Q2 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 | Hedge Fund | 17.03M | $844.2M | 11.0% | 0.4% | Reduced | $-90.0M | Q2 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 5.47M | $271.3M | 3.5% | 0.3% | Added | +$262.1M | Q2 2026 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 4.83M | $239.4M | 3.1% | 0.1% | Added | +$200.7M | Q2 2026 |
| Clearbridge Investments, LLC CIK 0001348883 | Hedge Fund | 3.30M | $163.3M | 2.1% | 0.1% | Added | +$156.5M | Q2 2026 |
| VIKING GLOBAL INVESTORS LP CIK 0001103804 | Hedge Fund | 2.44M | $120.8M | 1.6% | 0.3% | New | — | Q2 2026 |
| MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 | Hedge Fund | 1.86M | $92.1M | 1.2% | 1.4% | Reduced | $-9.0M | Q2 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 | Institutional Manager | 1.31M | $65.0M | 0.8% | 0.1% | Added | +$38.5M | Q2 2026 |
Reduced
Institutional Manager
$3.2B· 41.8% of total· 1.0% port· 64.92M sh· $-57.2M QoQ· Q2 2026
Reduced
Institutional Manager
$1.7B· 21.6% of total· 0.9% port· 33.63M sh· $-708K QoQ· Q2 2026
Reduced
Institutional Manager
$905.5M· 11.8% of total· 2.7% port· 22.60M sh· $-1.2B QoQ· Q2 2026
Reduced
Hedge Fund
$844.2M· 11.0% of total· 0.4% port· 17.03M sh· $-90.0M QoQ· Q2 2026
Added
Hedge Fund
$271.3M· 3.5% of total· 0.3% port· 5.47M sh· +$262.1M QoQ· Q2 2026
Added
Hedge Fund
$239.4M· 3.1% of total· 0.1% port· 4.83M sh· +$200.7M QoQ· Q2 2026
Added
Hedge Fund
$163.3M· 2.1% of total· 0.1% port· 3.30M sh· +$156.5M QoQ· Q2 2026
New
Hedge Fund
$120.8M· 1.6% of total· 0.3% port· 2.44M sh· — QoQ· Q2 2026
Reduced
Hedge Fund
$92.1M· 1.2% of total· 1.4% port· 1.86M sh· $-9.0M QoQ· Q2 2026
Added
Institutional Manager
$65.0M· 0.8% of total· 0.1% port· 1.31M sh· +$38.5M QoQ· Q2 2026
Added
Hedge Fund
$28.9M· 0.4% of total· 0.0% port· 584K sh· $-7.5M QoQ· Q2 2026
Added
Hedge Fund
$23.6M· 0.3% of total· 0.0% port· 475K sh· +$3.1M QoQ· Q2 2026
Reduced
Hedge Fund
$16.7M· 0.2% of total· 0.0% port· 337K sh· $-5.8M QoQ· Q2 2026
Reduced
Hedge Fund
$12.3M· 0.2% of total· 0.0% port· 248K sh· $-1.4M QoQ· Q2 2026
Reduced
Hedge Fund
$8.2M· 0.1% of total· 0.0% port· 165K sh· $-16.8M QoQ· Q2 2026
New
Hedge Fund
$7.7M· 0.1% of total· 0.0% port· 155K sh· — QoQ· Q2 2026
Added
Hedge Fund
$7.5M· 0.1% of total· 0.0% port· 151K sh· +$1.7M QoQ· Q2 2026
Added
Hedge Fund
$4.0M· 0.1% of total· 0.0% port· 81K sh· +$3.4M QoQ· Q2 2026
Added
Hedge Fund
$1.9M· 0.0% of total· 0.0% port· 39K sh· +$930K QoQ· Q2 2026
Reduced
Hedge Fund
$1.3M· 0.0% of total· 0.0% port· 25K sh· $-2.2M QoQ· Q2 2026
Added
Hedge Fund
$644K· 0.0% of total· 0.0% port· 12K sh· +$10K QoQ· Q2 2026
Reduced
Hedge Fund
$530K· 0.0% of total· 0.0% port· 11K sh· $-366K QoQ· Q2 2026
Unchanged
Hedge Fund
$298K· 0.0% of total· 0.0% port· 6K sh· +$0 QoQ· Q2 2026
Reduced
Hedge Fund
$50K· 0.0% of total· 0.0% port· 999 sh· $-60K QoQ· Q2 2026
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