Free · no sign-up · Q2 2026

Which funds own UBS

UBS Group AG in the Q2 2026 filings. At least 12 of the 91 current managers on file reported a position, worth $12.9bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 12; at least, of 91 current
Combined value: $12.9bn; as reported
Opened: 2; new this quarter
Added to: 4; already held
Trimmed or sold out: 7; 1 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
MFS Investment Management Long-only · $315bn book	$3.2bn	1.0%	62,927,553	+$597m-2,614,508	Trimmed
Wellington Management Group LLP Long-only · $580bn book	$3.0bn	0.5%	59,553,311	+$1.0bn+9,632,654	Added
Fidelity (FMR LLC) Long-only · $2304bn book	$2.8bn	0.1%	55,541,141	+$652m+1,657,409	Added
Dodge & Cox Activist · $191bn book	$1.7bn	0.9%	33,630,342	+$357m-14,300	Trimmed
Arrowstreet Capital LP Quantitative · $225bn book	$844m	0.4%	17,034,727	+$116m-1,816,201	Trimmed
Capital World Investors Long-only · $846bn book	$721m	0.1%	14,545,505	-$193m-8,950,341	Trimmed
Janus Henderson Group Ltd Long-only · $245bn book	$372m	0.2%	7,482,210	+$173m+2,288,777	Added
Acadian Asset Management LLC Quantitative · $84.2bn book	$177m	0.2%	3,556,341	+$63m+584,985	Added
Viking Global Investors LP Long/short equity · $35.1bn book	$121m	0.3%	2,435,805	opened2,435,805	New
Moore Capital Management LP Macro · $6.7bn book	$92m	1.4%	1,858,635	+$14m-180,964	Trimmed
Quantbot Technologies LP Quantitative · $2.5bn book	$7.8m	0.3%	156,520	opened156,520	New
PDT Partners LLC Quantitative · $1.9bn book	$3.4m	0.2%	67,648	-$8.4m-237,640	Trimmed

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Renaissance Technologies LLC · Quantitative$27m held before

Ownership through time

At least 13 of the 95 managers whose filings are on file listed UBS in Q2 2026, against 4 in Q4 2014. 1 manager more than in Q1 2026: 1 started a position.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Viking Global Investors LP$121m
Quantbot Technologies LP$7.8m

Largest increases, by shares

Wellington Management Group LLP49,920,657 to 59,553,311 shares+$478m
Viking Global Investors LPnew: 2,435,805 shares+$121m
Janus Henderson Group Ltd5,193,433 to 7,482,210 shares+$114m
Fidelity (FMR LLC)53,883,732 to 55,541,141 shares+$82m
Acadian Asset Management LLC2,971,356 to 3,556,341 shares+$29m

Largest decreases, by shares

Capital World Investors23,495,846 to 14,545,505 shares-$443m
MFS Investment Management65,542,061 to 62,927,553 shares-$133m
Arrowstreet Capital LP18,850,928 to 17,034,727 shares-$90m
PDT Partners LLC305,288 to 67,648 shares-$12m
Moore Capital Management LP2,039,599 to 1,858,635 shares-$9.0m

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
MFS Investment Management	Q2 2017	$3.2bn	$3.2bn
Wellington Management Group LLP	Q4 2014	$3.0bn	$3.0bn
Fidelity (FMR LLC)	Q4 2014	$2.8bn	$2.8bn
Dodge & Cox	Q3 2015	$3.4bn	$1.7bn
Arrowstreet Capital LP	Q1 2021	$982m	$844m
Capital World Investors	Q3 2018	$1.7bn	$721m
Janus Henderson Group Ltd	Q1 2018	$372m	$372m
AQR Capital Management LLC	Q2 2016	$239m	$239m
Acadian Asset Management LLC	Q3 2021	$755m	$177m
Viking Global Investors LP	Q2 2024	$535m	$121m
Moore Capital Management LP	Q3 2022	$102m	$92m
Quantbot Technologies LP	Q2 2015	$7.8m	$7.8m
PDT Partners LLC	Q2 2017	$14m	$3.4m
Capital Research Global Investors	Q4 2016	$1.7bn	last listed Q3 2019
Invesco Ltd	Q4 2014	$843m	last listed Q3 2019
AllianceBernstein LP	Q2 2015	$215m	last listed Q1 2017
Renaissance Technologies LLC	Q2 2019	$138m	last listed Q3 2025
Appaloosa LP	Q1 2018	$122m	last listed Q2 2018
Marshall Wace LLP	Q4 2017	$104m	last listed Q4 2025
Neuberger Berman Group LLC	Q3 2015	$101m	last listed Q4 2022
Baillie Gifford & Co	Q1 2015	$85m	last listed Q3 2025
Discovery Capital Management LLC	Q2 2023	$57m	last listed Q2 2023
Coatue Management LLC	Q4 2023	$55m	last listed Q4 2023

What UBS is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around UBS →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

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