UBS GROUP AG- REG

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UBS·H42097107·US·Common Stock·Financial Services - Banks - Diversified-13D/G

UBS (UBS GROUP AG- REG) is held by 215 institutional investors as of Q2 2026. Largest holders: UBS Group AG ($5.3B), VANGUARD CAPITAL MANAGEMENT LLC ($4.9B), Fisher Asset Management, LLC ($3.2B). Net institutional sentiment: Mixed.

215

Holders

(20 Elite)

$56.6B

Total Value

58% (223)

Consensus

129 buying - 94 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)27

Insider (Form 4)79

Activist (13D/13G)26

Congressional (STOCK Act)26

Holder Quality

35

★★★★★

Elite

11

★★★★

Strong

43

★★★

Solid

81

★★

Below

76

★

Weak

Held by 215 funds

20 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists Apr 14, 2025 · Congress none

ActivistNorges Bank4.0%Apr 14, 2025

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Top Holders

Top Holders (215)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
UBS Group AG	Increased	107.1M(+0.2%)	$5.3B	0.7%	+130.14%	45
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	98.1M(+0.8%)	$4.9B	0.1%	+37.05%	38
Fisher Asset Management, LLC	Decreased	64.9M(-1.8%)	$3.2B	1.0%	+68.76%	0
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	Decreased	62.9M(-4.0%)	$3.2B	1.0%	+248.51%	0
WELLINGTON MANAGEMENT GROUP LLP	Increased	59.6M(+19.3%)	$3B	0.5%	+39.29%	53
FMR LLC	Increased	55.5M(+3.1%)	$2.8B	0.1%	+64.68%	39
Zurcher Kantonalbank (Zurich Cantonalbank)	Decreased	55.2M(-2.5%)	$2.7B	5.3%	+167.09%	0
Pictet Asset Management Holding SA	Increased	36.7M(+3.2%)	$1.8B	1.7%	+109.84%	52
DODGE & COX	Decreased	33.6M(-0.0%)	$1.7B	0.9%	+332.23%	0
JPMORGAN CHASE & CO	Increased	29.7M(+8.1%)	$1.5B	0.1%	+46.90%	35
VFVANGUARD FIDUCIARY TRUST CO	Increased	27.7M(+0.7%)	$1.4B	0.3%	+37.09%	38
Amundi	Increased	25.5M(+9.3%)	$1.3B	0.3%	+108.01%	42
DEUTSCHE BANK AG\	Decreased	24.1M(-24.4%)	$1.2B	0.3%	+89.68%	0
Legal & General Group Plc	Decreased	22.1M(-5.5%)	$1.1B	0.2%	+90.06%	0
GOLDMAN SACHS GROUP INC	Increased	19.8M(+29.1%)	$981.6M	0.1%	+53.30%	40
PZENA INVESTMENT MANAGEMENT LLC	Decreased	22.6M(-14.8%)	$905.5M	2.7%	+105.77%	0
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	Decreased	17M(-9.6%)	$844.2M	0.4%	+84.59%	0
Assenagon Asset Management S.A.	Increased	16.5M(+6277.5%)	$821.2M	1.0%	+10.96%	81
VAVANGUARD ASSET MANAGEMENT, Ltd	Increased	14.8M(+5.1%)	$734.9M	0.5%	+35.70%	40
Vontobel Holding Ltd.	Decreased	14.7M(-2.8%)	$728.4M	2.3%	+144.46%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer