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UBS Institutional Ownership & 13F Holders | SmartMoneyDB

UBSUBS GROUP AG

SHS · CUSIP H42097107

Smart Money Ownership

Of the 14 tracked institutions holding UBS, 8 have a 3-year clone track record — 7 of them beat the S&P. Average holder's clone alpha: +5.2pt. It's a gauge of who owns the name, not just how many.

UBS (UBS GROUP AG) Institutional Ownership Summary

Among the 14 tracked institutional investors we monitor, UBS (UBS GROUP AG) is held with a combined value of $13.50B across 321,842,537 shares. The largest holder is VANGUARD GROUP INC with a position worth $6.42B (0.09% of their portfolio). PRICE T ROWE ASSOCIATES INC /MD/ opened a new position in the most recent quarter. 8 funds increased their holdings. 5 funds reduced their position.

Total Institutional Value

$13.50B

Total Shares Held

321,842,537

Institutional Holders

% of Shares Outstanding

9.6%

of 3.34B shares · SEC 2025-12-31

Days to Cover

3.5-1.6%

6.22M shares short · FINRA 2026-07-15

Tracked 13F institutions hold 9.6% of UBS's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2025-12-31), not a live float.

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

AQR CAPITAL MANAGEMENT LLC+572% shares~$153.7M VANGUARD GROUP INC+1% shares~$82.4M Fisher Asset Management, LLC+3% shares~$77.6M CITADEL ADVISORS LLC+710% shares~$23.2M Grantham, Mayo, Van Otterloo & Co. LLC+1325% shares~$19.0M

13F Institutional Holders

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VANGUARD GROUP INC

0.09% of book+1.3%

$6.42B

Fisher Asset Management, LLC

WELLINGTON MANAGEMENT GROUP LLP

0.36% of book-13.4%

$1.91B

AQR CAPITAL MANAGEMENT LLC

MILLENNIUM MANAGEMENT LLC

0.02% of book+42.0%

$55.87M

RENAISSANCE TECHNOLOGIES LLC

Point72 Asset Management, L.P.

0.04% of book+233.2%

$22.71M

#	Fund	Value↓	Shares	Portfolio %	Change
1	VANGUARD GROUP INC	$6.42B	139,105,725	0.09%	+1.3%
2	Fisher Asset Management, LLC	$2.58B	66,074,238	0.88%	+3.1%
3	FMR LLC	$2.10B	53,883,732	0.11%	-7.3%
4	WELLINGTON MANAGEMENT GROUP LLP	$1.91B	49,920,657	0.36%	-13.4%
5	AQR CAPITAL MANAGEMENT LLC	$180.60M	4,693,103	0.08%	+572.1%
6	BlackRock, Inc.	$150.28M	3,846,436	0.00%	-4.6%
7	MILLENNIUM MANAGEMENT LLC	$55.87M	1,668,444	0.02%	+42.0%
8	RENAISSANCE TECHNOLOGIES LLC	$26.84M	686,991	0.04%	+232.5%
9	CITADEL ADVISORS LLC	$26.45M	677,062	0.02%	+709.7%
10	Point72 Asset Management, L.P.	$22.71M	581,139	0.04%	+233.2%

Congress Trading

3 members · 6 disclosed trades in UBS

Member	Type	Amount	Date
Alan Armstrong	Buy	$15,001 - $50,000	Mar 30, 2026
Bruce Westerman	Sell	$1,001 - $15,000	Apr 21, 2025
Mikie Sherrill	Sell	$250,001 - $500,000	Mar 7, 2025
Bruce Westerman	Buy	$1,001 - $15,000

Frequently Asked Questions

Which institutional investors own the most UBS stock?

As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of UBS with a position worth $6.42B, representing 0.09% of their portfolio. In total, 14 institutional investors hold UBS with a combined value of $13.50B.

Are hedge funds buying or selling UBS?

In the most recent quarter, 1 fund opened a new position in UBS. Additionally, 8 increased their holdings and 5 reduced their positions.

What percentage of UBS is owned by institutional investors?

Institutional investors hold $13.50B worth of UBS stock across 14 positions. The largest institutional holder is VANGUARD GROUP INC with $6.42B in holdings.

What is a 13F filing and why does it matter for UBS?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For UBS, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track UBS institutional moves

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