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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 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 6 Aug 2024
Managers listing it
10
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q1 2024 and Q2 2024; 9 listed it in both
Shares listed
321,969,695
combined, among listed positions
Reported value
$9.5bn
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 Q2 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 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 Management98,123,310$2.9bn0.89%Trimmed-2,437,6469 Aug 2024 (the filing on sec.gov)
Dodge & Cox73,442,242$2.2bn1.29%Trimmed-1,980,70013 Aug 2024 (the filing on sec.gov)
Fidelity (FMR LLC)49,329,403$1.5bn0.09%Trimmed-14,026,1845 Nov 2026 (the filing on sec.gov)
Capital World Investors39,269,674$1.1bn0.19%Added+1,062,01013 Aug 2024 (the filing on sec.gov)
Arrowstreet Capital LP33,338,213$982m0.86%Added+4,780,10314 Aug 2024 (the filing on sec.gov)
Wellington Management Group LLP11,401,590$336m0.06%Added+4,496,40514 Aug 2024 (the filing on sec.gov)
Acadian Asset Management LLC9,779,265$288m0.89%Added+1,649,1156 Aug 2024 (the filing on sec.gov)
Viking Global Investors LP5,186,506$153m0.59%Newnew14 Aug 2024 (the filing on sec.gov)
Janus Henderson Group Ltd2,029,403$60munder 0.1%Trimmed-1,218,08614 Aug 2024 (the filing on sec.gov)
Quantbot Technologies LP70,089$2.1m0.10%Trimmed-70,4879 Aug 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2024 to Q2 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 (1)

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 →