UBS Group AG (UBS) is held by 219 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is UBS Group AG as of Q2 2026.

Are institutions buying or selling UBS?

In Q2 2026, 131 institutions opened or increased positions in UBS Group AG while 97 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on UBS?

HoldingsIntel scores UBS Group AG across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 2 of the 4 carrying data for UBS. In Q2 2026, the institutional leg showed net inflows: 131 buying versus 97 selling.

How many hedge funds hold UBS?

219 institutional investors report holding UBS Group AG (UBS) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into UBS?

As of Q2 2026, tracked institutions in UBS Group AG show 131 buyers versus 97 sellers — net inflows.

UBS Group AG

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

219

Holders

(20 Elite)

$57.2B

Total Value

57% (228)

Consensus

131 buying - 97 selling

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

Smart Money Verdict

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Held by 219 funds

20 elite

Who's Trading

Source dates: Price Oct 15, 2026 · Insiders none · Activists Apr 14, 2025 · Congress none

Activist

Norges Bank4.0%Apr 14, 2025

View all activist filings

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	Action
UBS Group AG	Increased	107.1M(+0.2%)	$5.3B	0.7%	+102.33%	45
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	98.1M(+0.8%)	$4.9B	0.1%	+23.48%	38
Fisher Asset Management, LLC	Decreased	64.9M(-1.8%)	$3.2B	1.0%	+52.70%	0
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	Decreased	62.9M(-4.0%)	$3.2B	1.0%	+210.24%	0
WELLINGTON MANAGEMENT GROUP LLP	Increased	59.6M(+19.3%)	$3B	0.5%	+24.91%	53
FMR LLC	Increased	55.5M(+3.1%)	$2.8B	0.1%	+74.81%	39
Zurcher Kantonalbank (Zurich Cantonalbank)	Decreased	55.2M(-2.5%)	$2.7B	5.3%	+138.44%	0
Pictet Asset Management Holding SA	Increased	36.7M(+3.2%)	$1.8B	1.7%	+86.22%	52
DODGE & COX	Decreased	33.6M(-0.0%)	$1.7B	0.9%	+283.88%	0
JPMORGAN CHASE & CO	Increased	29.7M(+8.1%)	$1.5B	0.1%	+40.64%	35
VFVANGUARD FIDUCIARY TRUST CO	Increased	27.7M(+0.7%)	$1.4B	0.3%	+23.53%	38
Amundi	Increased	25.5M(+9.3%)	$1.3B	0.3%	+84.31%	42
$DEUTSCHE BANK AG\$ DEUTSCHE BANK AG\	Decreased	24.1M(-24.4%)	$1.2B	0.3%	+69.50%	0
Legal & General Group Plc	Decreased	22.1M(-5.5%)	$1.1B	0.2%	+68.61%	0
GOLDMAN SACHS GROUP INC	Increased	19.8M(+29.1%)	$981.6M	0.1%	+60.53%	40
PZENA INVESTMENT MANAGEMENT LLC	Decreased	22.6M(-14.8%)	$905.5M	2.7%	+82.33%	0
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	Decreased	17M(-9.6%)	$844.2M	0.4%	+63.94%	0
Assenagon Asset Management S.A.	Increased	16.5M(+6277.5%)	$821.2M	1.0%	-4.03%	81
VAVANGUARD ASSET MANAGEMENT, Ltd	Increased	14.8M(+5.1%)	$734.9M	0.5%	+22.02%	40
Vontobel Holding Ltd.	Decreased	14.7M(-2.8%)	$728.4M	2.3%	+118.36%	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

UBS Group AG

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