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UBS in the 13F filings

UBS Group AG · CUSIP H42097107

Sector · BanksTheme · Commercial banks and thriftsTheme · Financial services· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
27
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 12 listed it in both
Shares listed
270,311,014
combined, among listed positions
Reported value
$13.5bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 11 buyers (opened or added shares) and 21 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -3,359,830.

Managers listing UBS in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

27 of 27 holders

ActionFiling
MFS Investment Management62,927,553$3.2bn1.01%Trimmed-2,614,5083 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP59,553,311$3.0bn0.51%Added+9,632,65414 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)55,541,141$2.8bn0.12%Added+1,657,40913 Aug 2026 (the filing on sec.gov)
Dodge & Cox33,630,342$1.7bn0.87%Trimmed-14,30013 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP17,034,727$844m0.37%Trimmed-1,816,20113 Aug 2026 (the filing on sec.gov)
Capital World Investors14,545,505$721m0.09%Trimmed-8,950,34112 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd7,482,210$372m0.15%Added+2,288,77714 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC4,831,556$239m0.08%Added+138,45314 Aug 2026 (the filing on sec.gov)
Acadian Asset Management LLC3,556,341$177m0.21%Added+584,98513 Aug 2026 (the filing on sec.gov)
Viking Global Investors LP2,435,805$121m0.34%Newnew14 Aug 2026 (the filing on sec.gov)
Invesco Ltd2,269,793$112munder 0.1%Trimmed-162,58814 Aug 2026 (the filing on sec.gov)
Moore Capital Management LP1,858,635$92m1.37%Trimmed-180,96414 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP976,101$38munder 0.1%Added+359,28614 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC746,183$37munder 0.1%Trimmed-2,204,18614 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.583,637$29munder 0.1%Trimmed-734,31714 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP475,312$24munder 0.1%Added+62,65714 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC416,384$21munder 0.1%Added+121,02727 Oct 2026 (the filing on sec.gov)
Citadel Advisors LLC336,523$17munder 0.1%Trimmed-340,5392 Sep 2026 (the filing on sec.gov)
Tudor Investment Corp248,111$12munder 0.1%Trimmed-27,89014 Aug 2026 (the filing on sec.gov)
Millennium Management LLC165,363$8.2munder 0.1%Trimmed-339,18114 Aug 2026 (the filing on sec.gov)
Quantbot Technologies LP156,520$7.8m0.31%Added+28,64312 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP155,130$7.7munder 0.1%Newnew13 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP133,183$6.6munder 0.1%Trimmed-1,432,47714 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC80,944$4.0munder 0.1%Trimmed-113,31614 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc77,560$3.8munder 0.1%Trimmed-2,69514 Aug 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (5)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
10 in Q3 2024 to 13 in Q2 2026

Tracked managers listing it, at least.

051015201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
UBS by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20144$2.5bnn.a.n.a.
Q1 20154$2.7bnn.a.n.a.
Q2 20156$3.1bnn.a.n.a.
Q3 20156$3.4bnn.a.n.a.
Q4 20155$2.7bnn.a.n.a.
Q1 20165$1.9bnn.a.n.a.
Q2 20169$1.5bnn.a.n.a.
Q3 20164$1.5bnn.a.n.a.
Q4 20165$3.5bnn.a.n.a.
Q1 20176$3.5bnn.a.n.a.
Q2 20178$6.9bnn.a.n.a.
Q3 20178$7.0bnn.a.n.a.
Q4 20179$8.3bnn.a.n.a.
Q1 201811$8.2bnn.a.n.a.
Q2 201811$6.3bnn.a.n.a.
Q3 20189$8.0bnn.a.n.a.
Q4 20189$5.9bnn.a.n.a.
Q1 20198$5.2bnn.a.n.a.
Q2 201910$5.4bnn.a.n.a.
Q3 20198$4.6bnn.a.n.a.
Q4 20195$4.5bnn.a.n.a.
Q1 20207$3.3bnn.a.n.a.
Q2 202010$4.0bnn.a.n.a.
Q3 20208$3.5bnn.a.n.a.
Q4 20207$4.0bnn.a.n.a.
Q1 20218$4.4bnn.a.n.a.
Q2 20215$4.2bnn.a.n.a.
Q3 20216$4.5bnn.a.n.a.
Q4 20219$5.4bnn.a.n.a.
Q1 20229$7.7bnn.a.n.a.
Q2 202210$6.1bnn.a.n.a.
Q3 202210$5.4bnn.a.n.a.
Q4 202211$7.0bnn.a.n.a.
Q1 20239$7.1bnn.a.n.a.
Q2 202311$7.1bnn.a.n.a.
Q3 202311$8.8bnn.a.n.a.
Q4 202310$10.1bn73
Q1 202410$10.0bn65
Q2 202410$9.5bn55
Q3 202410$9.0bn56
Q4 202410$8.9bn55
Q1 202510$8.9bn56
Q2 202512$8.2bn84
Q3 202514$13.3bn76
Q4 202514$14.4bn1617
Q1 202612$10.2bn2013
Q2 202613$13.2bn1121

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

UBS and BAC →UBS and JPM →UBS and WFC →Choose a stock to compare with UBS →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own UBS, latest filings →Back to the 13F Explorer →