$UBS

$46.46 +$0.09 (0.19%) Close

$UBS Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 3.34B shares outstanding

Who owns UBS?

By type of holder

Institutions 38.1% Everyone else 61.9%

No insider has reported a holding in the last two years, so insiders are counted in "Everyone else".

Concentration Top 10 holders own 20.5%

UBS Group AG 3.2% · Vanguard Capital Management LLC 2.9%

Institutional ownership

38.1%

+3.7 pts vs last qtr

Institutional holders

763

+77 vs last qtr

Net shares bought

+122.1M

by institutions in Q2 2026

New / sold out

148 / 71

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +95.8M
Assenagon Asset Management S.A. +16.3M

Biggest sellers in Q2 2026

Capital World Investors −9.0M
Deutsche Bank Ag\ −7.8M

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for UBS Group AG in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for UBS Group AG.

How patient are the owners?

Institutional shares by how long they've been held

5+ years64% 3–5 years5% 1–3 years19% Under 1 year11%

Quarterly turnover

10.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting UBS on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
UG UBS Group AG	107.1M	3.21%	+247.1K (+0.2%)	≤2021	0.7%
Shares held by quarter Peak holding155.5M (Q3'24) Change over 8 quarters−48.3M Share of the company3.210% UBS Group AG's full portfolio →
VC Vanguard Capital Management LLC	98.1M	2.94%	+816.5K (+0.8%)	≤2021	0.1%
Shares held by quarter Peak holding98.1M (Q2'26) Change over 8 quarters+98.1M Share of the company2.940% Vanguard Capital Management LLC's full portfolio →

UBS Group AG

107.1M

% of company

3.21%

Change vs last qtr

+247.1K (+0.2%)

Held since

≤2021

Vanguard Capital Management LLC

98.1M

% of company

2.94%

Change vs last qtr

+816.5K (+0.8%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding UBS Group AG, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting UBS on Form N-PORT; together they hold 1.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
NI Nuveen International Equity Index Fund TIAA-CREF Funds	$271M	5.1M	0.15%	0.76%	July 31, 2026
SC Six Circles International Unconstrained Equity Fund Six Circles Trust	$221M	4.5M	0.13%	1.02%	June 30, 2026

Nuveen International Equity Index Fund

TIAA-CREF Funds

Position value

$271M

% of company

0.15%

% of the fund

0.76%

As of

July 31, 2026

Six Circles International Unconstrained Equity Fund

Six Circles Trust

Position value

$221M

% of company

0.13%

% of the fund

1.02%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding UBS Group AG and how much of the fund the position is.

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