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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 Dec 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 11 Feb 2025
Managers listing it
10
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 8 listed it in both
Shares listed
292,078,579
combined, among listed positions
Reported value
$8.9bn
combined, at the quarter end

Among the 94 comparable managers: 5 buyers (opened or added shares) and 5 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing UBS in Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

10 of 10 holders

ActionFiling
MFS Investment Management81,211,535$2.5bn0.78%Trimmed-10,039,06112 Feb 2025 (the filing on sec.gov)
Dodge & Cox73,497,042$2.2bn1.30%Added+125,60013 Feb 2025 (the filing on sec.gov)
Fidelity (FMR LLC)55,533,620$1.7bn0.10%Added+12,609,6165 Nov 2026 (the filing on sec.gov)
Capital World Investors37,428,808$1.1bn0.17%Trimmed-1,949,42113 Feb 2025 (the filing on sec.gov)
Arrowstreet Capital LP20,690,244$631m0.50%Trimmed-1,448,28512 Feb 2025 (the filing on sec.gov)
Wellington Management Group LLP12,921,485$395m0.07%Trimmed-787,13812 Feb 2025 (the filing on sec.gov)
Acadian Asset Management LLC6,804,825$208m0.60%Added+821,52411 Feb 2025 (the filing on sec.gov)
Janus Henderson Group Ltd1,951,232$60munder 0.1%Trimmed-115,61714 Feb 2025 (the filing on sec.gov)
Marshall Wace LLP1,781,263$54m0.07%Newnew13 Feb 2025 (the filing on sec.gov)
Tudor Investment Corp258,525$7.8munder 0.1%Newnew14 Feb 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2024 to Q4 2024, 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 (0)

No exit shown by a manager’s own filing.

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 →