UBS Institutional Ownership
Who owns UBS Group AG and what the big funds did with it last quarter, from every SEC 13F filing. 769 funds reported holding UBS at Jun 30, 2026.
- ▲417 buying vs 273 selling
- ▲Shares held by funds +11.9%
- ▲Funds holding +80
- ▼Superinvestors: 1 added, 4 cut
- ▲Put/call 1.96 to 1.27
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 769 | 689 | +11.6% |
| In funds' top 10 | 21 | 22 | −4.5% |
| 13F shares | 1.29B | 1.15B | +11.9% |
| Held by funds | – | – | – |
| New positions | 139 | 84 | +65.5% |
| Increased | 278 | 252 | +10.3% |
| Reduced | 218 | 224 | −2.7% |
| Sold out | 55 | 94 | −41.5% |
| Calls (shares) | 8.5M | 8.4M | +1.4% |
| Puts (shares) | 10.8M | 16.3M | −33.7% |
| Put/call ratio | 1.27 | 1.96 | −35.0% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in UBS
All superinvestors →
Who owns UBS
share of fund held shares- Index and passive funds14.2%
- Active managers and hedge funds52.1%
- Banks and brokers24.0%
- Pensions, insurers and other9.8%
The top 10 holders own 53.1% of all UBS shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
235 funds changed their position- Assenagon Asset Management S.A.Trimmed−9.4M sh
- Pzena Investment Management LLCTrimmed−7.3M sh
- DekaBank Deutsche GirozentraleAdded+1.2M sh
- Ninety One UK LtdAdded+336K sh
- Generali Asset Management SPA SGRTrimmed−284K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | UBS Group AG | – | 107M | $5.3B | +247K |
| 2 | Vanguard Capital Management LLC | – | 98.1M | $4.9B | +816K |
| 3 | Norges Bank | – | 95.8M | $4.8B | +95.8M |
| 4 | Fisher Asset Management, LLC | – | 64.9M | $3.2B | −1.2M |
| 5 | Massachusetts Financial Services Co /ma/ | – | 62.9M | $3.2B | −2.6M |
| 6 | Wellington Management Group LLP | – | 59.6M | $3B | +9.6M |
| 7 | Fmr LLC | – | 55.5M | $2.8B | +1.7M |
| 8 | Zurcher Kantonalbank (Zurich Cantonalbank) | – | 55.2M | $2.7B | −1.4M |
| 9 | Cevian Capital II GP LTD | – | 48.1M | $2.4B | 0 |
| 10 | Pictet Asset Management Holding SA | – | 36.7M | $1.8B | +1.2M |
- Norges Bank+95.8M sh+$4.8B
- Assenagon Asset Management S.A.+32.8M sh+$1.6B
- Wellington Management Group LLP+9.6M sh+$478M
- Dimensional Fund Advisors LP+4.9M sh+$243M
- Goldman Sachs Group Inc+4.5M sh+$221M
- Clearbridge Investments, LLC+3.2M sh+$156M
- Liontrust Investment Partners LLP+2.5M sh+$122M
- Viking Global Investors LP+2.4M sh+$121M
- Capital World Investors−9M sh−$443M
- Deutsche Bank Ag\−7.8M sh−$385M
- Pzena Investment Management LLC−3.9M sh−$158M
- SIH Partners, LLLP−3M sh−$149M
- Massachusetts Financial Services Co /ma/−2.6M sh−$133M
- Jane Street Group, LLC−2.2M sh−$109M
- Qube Research & Technologies Ltd−2.1M sh−$106M
- Arrowstreet Capital, Limited Partnership−1.8M sh−$90M
UBS institutional ownership FAQ
Who owns the most UBS stock?
In Q2 2026 13F filings the largest holder of UBS was UBS Group AG, followed by Vanguard Capital Management LLC and Norges Bank. Index fund managers are usually the biggest holders of large companies.
What percentage of UBS is owned by institutions?
769 funds reported holding 1.29B UBS shares at Jun 30, 2026.
Are hedge funds buying UBS?
In Q2 2026, 417 funds bought UBS (139 of them new positions) and 273 sold (55 sold out completely). Among well known investors, 1 added and 4 cut. Our fund sentiment for UBS is bullish.
What is UBS's institutional put/call ratio?
Funds reported $529M of UBS puts against $415M of calls, a put/call ratio of 1.27 (1.96 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this UBS ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.