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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
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
30
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 11 listed it in both
Shares listed
273,670,844
combined, among listed positions
Reported value
$10.7bn
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: 20 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -42,073,612.

Managers listing UBS in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

30 of 30 holders

ActionFiling
MFS Investment Management65,542,061$2.6bn0.87%Trimmed-3,080,37914 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)53,883,732$2.1bn0.11%Trimmed-4,214,49815 May 2026 (the filing on sec.gov)
Wellington Management Group LLP49,920,657$1.9bn0.36%Trimmed-7,732,13315 May 2026 (the filing on sec.gov)
Dodge & Cox33,644,642$1.3bn0.72%Trimmed-20,70014 May 2026 (the filing on sec.gov)
Capital World Investors23,495,846$913m0.12%Trimmed-13,903,48013 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP18,850,928$728m0.39%Added+1,323,58614 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd5,193,433$199m0.09%Trimmed-1,668,31318 May 2026 (the filing on sec.gov)
AQR Capital Management LLC4,693,103$181m0.08%Added+3,994,87415 May 2026 (the filing on sec.gov)
Jane Street Group LLC2,950,369$115munder 0.1%Added+2,648,73212 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC2,971,356$114m0.16%Trimmed-13,209,94113 May 2026 (the filing on sec.gov)
Invesco Ltd2,432,381$95munder 0.1%Added+237,05112 May 2026 (the filing on sec.gov)
Moore Capital Management LP2,039,599$78m1.59%Trimmed-157,50315 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP1,565,660$61munder 0.1%Added+1,544,27815 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.1,317,954$51munder 0.1%Added+49,80615 May 2026 (the filing on sec.gov)
AllianceBernstein LP616,815$29munder 0.1%Trimmed-2,60515 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC686,991$27munder 0.1%Added+480,40014 May 2026 (the filing on sec.gov)
Citadel Advisors LLC677,062$26munder 0.1%Added+593,43915 May 2026 (the filing on sec.gov)
Point72 Asset Management LP581,139$23munder 0.1%Added+406,71315 May 2026 (the filing on sec.gov)
Millennium Management LLC504,544$20munder 0.1%Added+281,29115 May 2026 (the filing on sec.gov)
Two Sigma Investments LP412,655$16munder 0.1%Added+272,12515 May 2026 (the filing on sec.gov)
PDT Partners LLC305,288$12m0.69%Held015 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC295,357$11munder 0.1%Added+89,41927 Oct 2026 (the filing on sec.gov)
Tudor Investment Corp276,001$11munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Walleye Capital LLC199,385$7.8munder 0.1%Added+194,40413 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC194,260$7.6munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 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 (5)

Exited (4)

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 →