DaveManuel.com · Institutional Ownership · Who Owns It
UBS GROUP AG (UBS)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
776
Reporting holders
$65.8B
Reported value
1.7%
Calls
1.5%
Puts
+83
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| UBS Group AG | $5.8B incl. $456.7M options CALL+PUT | 107,137,265 | 0.73% | 31q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $4.9B | 98,080,411 | 0.10% | 2q | +0.8%+$40.5M |
| NORGES BANK | $4.8B | 95,849,980 | 0.47% | 32q | -8.7%-$452.6M |
| Fisher Asset Management, LLC | $3.2B | 64,920,294 | 0.96% | 8q | -1.7%-$57.2M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $3.2B | 62,927,553 | 1.01% | 31q | -4.0%-$132.9M |
| WELLINGTON MANAGEMENT GROUP LLP | $3.0B | 59,553,311 | 0.51% | 31q | +19.3%+$478.4M |
| FMR LLC | $2.8B | 55,541,141 | 0.12% | 31q | +3.1%+$82.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $2.7B | 55,233,032 | 5.26% | 31q | -2.5%-$71.6M |
| Cevian Capital II GP LTD | $2.4B | 48,117,675 | 64.50% | 11q | HELD |
| Pictet Asset Management Holding SA | $1.8B | 36,743,822 | 1.74% | 12q | +3.2%+$57.2M |
| Dodge & Cox | $1.7B | 33,630,342 | 0.87% | 31q | HELD |
| Assenagon Asset Management S.A. | $1.6B | 33,072,836 | 1.02% | 31q | +12655.0%+$1.6B |
| JPMORGAN CHASE & CO | $1.5B incl. $55.6M options CALL+PUT | 29,666,939 | 0.08% | 31q | +8.1%+$114.7M |
| VANGUARD FIDUCIARY TRUST CO | $1.4B | 27,709,028 | 0.30% | 2q | +0.7%+$9.8M |
| GOLDMAN SACHS GROUP INC | $1.3B incl. $300.2M options CALL+PUT | 19,805,601 | 0.11% | 31q | +29.1%+$288.7M |
| Amundi | $1.3B | 25,463,870 | 0.30% | 21q | +9.3%+$107.5M |
| DEUTSCHE BANK AG\ | $1.2B | 24,147,522 | 0.35% | 34q | -24.4%-$385.3M |
| Legal & General Group Plc | $1.1B | 22,124,624 | 0.23% | 13q | -5.5%-$63.5M |
| PZENA INVESTMENT MANAGEMENT LLC | $905.5M | 22,604,129 | 2.66% | 31q | -14.8%-$157.8M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $844.2M | 17,034,727 | 0.37% | 12q | -9.6%-$90.0M |
| Vontobel Holding Ltd. | $779.6M incl. $51.2M options CALL+PUT | 14,698,356 | 2.48% | 21q | -2.8%-$22.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | $734.9M | 14,828,609 | 0.50% | 2q | +5.1%+$35.5M |
| Capital World Investors | $720.6M | 14,545,505 | 0.09% | 14q | -38.1%-$443.4M |
| SIH Partners, LLLP | $667.7M incl. $662.8M options CALL+PUT | 98,350 | 4.20% | 7q | -96.8%-$20.4B |
| Nuveen, LLC | $520.3M | 10,482,169 | 0.12% | 6q | -6.6%-$37.0M |
| BANK OF AMERICA CORP /DE/ | $511.7M | 10,325,213 | 0.03% | 31q | +6.9%+$33.2M |
| CANADA PENSION PLAN INVESTMENT BOARD | $507.1M | 10,233,181 | 0.28% | 31q | +28.6%+$112.8M |
| CITIGROUP INC | $395.8M incl. $36.5M options CALL+PUT | 7,234,261 | 0.13% | 31q | +21.4%+$69.8M |
| CAISSE DES DEPOTS ET CONSIGNATIONS | $388.0M | 7,812,061 | 6.56% | 7q | HELD |
| MORGAN STANLEY | $381.3M | 7,694,575 | 0.02% | 35q | -0.9%-$3.4M |
| Jupiter Topco LLC | $371.6M | 7,482,210 | 0.15% | new | FIRST |
| Banque Cantonale Vaudoise | $355.7M | 7,162,067 | 13.72% | 26q | HELD |
| Ninety One UK Ltd | $354.3M | 7,133,245 | 0.79% | 4q | -17.9%-$77.2M |
| Qube Research & Technologies Ltd | $349.8M incl. $78.5M options PUT | 5,474,754 | 0.32% | 13q | -28.1%-$136.6M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $329.9M | 6,650,553 | 0.25% | 32q | +13.8%+$39.9M |
| Bank of New York Mellon Corp | $325.9M | 6,575,317 | 0.05% | 31q | +1.1%+$3.6M |
| Allianz Asset Management GmbH | $318.2M | 6,407,087 | 0.26% | 40q | +3.4%+$10.5M |
| Russell Investments Group, Ltd. | $318.0M | 6,405,254 | 0.28% | 31q | -17.2%-$66.2M |
| WCM INVESTMENT MANAGEMENT, LLC | $304.4M | 6,150,458 | 0.55% | 13q | +5.1%+$14.9M |
| FRANKLIN RESOURCES INC | $288.6M | 5,826,152 | 0.06% | 31q | +14.2%+$35.9M |
| ROYAL BANK OF CANADA | $286.3M incl. $9.9M options PUT | 5,577,794 | 0.04% | 31q | +41.7%+$84.3M |
| Bank Julius Baer & Co. Ltd, Zurich | $278.1M | 5,601,012 | 0.72% | 11q | -8.4%-$25.5M |
| Compagnie Lombard Odier SCmA | $267.3M | 5,382,576 | 2.89% | 31q | +2.1%+$5.5M |
| M&G PLC | $262.7M | 5,307,939 | 1.31% | 10q | +6.6%+$16.2M |
| DIMENSIONAL FUND ADVISORS LP | $242.5M | 4,893,948 | 0.04% | new | NEW |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $241.4M | 4,872,034 | 0.24% | 3q | +5.0%+$11.6M |
| AQR CAPITAL MANAGEMENT LLC | $239.4M | 4,831,556 | 0.08% | 10q | +3.0%+$6.9M |
| NATIXIS ADVISORS, LLC | $228.3M | 4,605,772 | 0.26% | 31q | +11.6%+$23.7M |
| NORTHERN TRUST CORP | $217.5M | 4,389,280 | 0.03% | 31q | +0.7%+$1.6M |
| JONES FINANCIAL COMPANIES LLLP | $202.7M | 4,128,651 | 0.08% | 12q | +17.4%+$30.0M |
| BlackRock, Inc. | $200.3M | 4,041,667 | 0.00% | 8q | +5.1%+$9.7M |
| AVIVA PLC | $182.8M | 3,688,297 | 0.27% | 31q | +3.3%+$5.8M |
| ACADIAN ASSET MANAGEMENT LLC | $176.6M | 3,556,341 | 0.21% | 16q | +19.7%+$29.0M |
| ROYAL LONDON ASSET MANAGEMENT LTD | $171.9M | 3,468,512 | 0.32% | 22q | -1.3%-$2.3M |
| CANADA LIFE ASSURANCE Co | $165.6M | 3,339,552 | 0.26% | 31q | +5.4%+$8.5M |
| Clearbridge Investments, LLC | $163.3M | 3,295,070 | 0.14% | 31q | +2292.0%+$156.5M |
| TD Asset Management Inc | $163.1M | 3,283,895 | 0.14% | 22q | +28.7%+$36.4M |
| LGT Group Foundation | $162.4M | 3,276,919 | 1.84% | 19q | -4.7%-$8.1M |
| DekaBank Deutsche Girozentrale | $162.0M | 4,269,505 | 0.27% | 31q | HELD |
| Public Sector Pension Investment Board | $145.1M | 2,926,309 | 0.38% | 31q | +15.1%+$19.1M |
| Liontrust Investment Partners LLP | $122.1M | 2,458,659 | 1.79% | new | NEW |
| VIKING GLOBAL INVESTORS LP | $120.8M | 2,435,805 | 0.34% | new | NEW |
| ASR Vermogensbeheer N.V. | $119.2M | 2,401,020 | 1.23% | 6q | +82.3%+$53.8M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $119.1M | 2,398,700 | 0.35% | 8q | HELD |
| Border to Coast Pensions Partnership Ltd | $118.8M | 2,394,800 | 1.75% | 13q | +3.8%+$4.4M |
| AMERICAN CENTURY COMPANIES INC | $118.1M | 2,381,984 | 0.05% | 27q | +17.8%+$17.9M |
| Invesco Ltd. | $112.5M | 2,269,793 | 0.01% | 21q | -6.7%-$8.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $108.1M incl. $101.5M options CALL+PUT | 133,183 | 0.01% | 31q | -91.5%-$1.2B |
| Korea Investment CORP | $105.8M | 2,130,913 | 0.20% | 22q | -6.5%-$7.4M |
| BANK OF MONTREAL /CAN/ | $101.3M | 2,044,026 | 0.03% | 31q | -16.9%-$20.7M |
| CAPTRUST FINANCIAL ADVISORS | $100.9M | 2,036,912 | 0.15% | 26q | -2.8%-$2.9M |
| Life Cycle Investment Partners Ltd | $100.9M | 2,031,327 | 0.47% | 3q | +18.2%+$15.5M |
| Generali Asset Management SPA SGR | $99.8M | 2,491,590 | 1.80% | 7q | -6.1%-$6.5M |
| JANE STREET GROUP, LLC | $94.0M incl. $57.0M options CALL+PUT | 746,183 | 0.01% | 31q | -74.7%-$277.6M |
| State of Tennessee, Department of Treasury | $92.4M | 1,860,583 | 0.27% | 13q | -3.9%-$3.8M |
| MOORE CAPITAL MANAGEMENT, LP | $92.1M | 1,858,635 | 1.37% | 6q | -8.9%-$9.0M |
| 1832 Asset Management L.P. | $84.1M | 1,697,000 | 0.04% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $83.6M | 1,686,431 | 0.02% | 31q | +12.2%+$9.1M |
| AMERIPRISE FINANCIAL INC | $82.0M | 1,651,479 | 0.02% | 31q | -0.7%-$612.9K |
| CREDIT AGRICOLE S A | $81.5M | 1,644,169 | 0.17% | 30q | +76.3%+$35.3M |
| BANQUE PICTET & CIE SA | $81.3M | 1,637,812 | 0.51% | 27q | -1.6%-$1.4M |
| ABN AMRO Bank N.V. | $80.7M | 1,630,379 | 1.04% | 14q | +10.9%+$7.9M |
| Vanguard Investments Australia, Ltd. | $80.0M | 1,614,810 | 0.20% | 2q | +2.3%+$1.8M |
| FIL Ltd | $77.7M | 1,567,708 | 0.06% | 23q | -5.8%-$4.8M |
| CITADEL ADVISORS LLC | $69.4M incl. $52.7M options CALL+PUT | 336,523 | 0.01% | 31q | -50.3%-$70.2M |
| BRANDES INVESTMENT PARTNERS, LP | $69.3M | 1,398,641 | 0.49% | 31q | +2.2%+$1.5M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $65.0M | 1,308,707 | 0.15% | 4q | +145.2%+$38.5M |
| SEB Asset Management AB | $64.7M | 1,302,198 | 0.24% | 2q | +12.3%+$7.1M |
| Vanguard Global Advisers, LLC | $64.5M | 1,301,841 | 0.03% | 2q | +7.7%+$4.6M |
| Lansforsakringar Fondforvaltning AB (publ) | $64.3M | 1,295,198 | 0.29% | 7q | -8.1%-$5.7M |
| MILLENNIUM MANAGEMENT LLC | $63.3M incl. $55.1M options CALL+PUT | 165,363 | 0.02% | 17q | -67.2%-$129.9M |
| Optiver Holding B.V. | $61.4M CALL+PUT | options only | 0.02% | 21q | OPTIONS |
| STATE OF WISCONSIN INVESTMENT BOARD | $59.1M | 1,190,788 | 0.12% | 3q | +2.3%+$1.3M |
| Rathbones Group PLC | $58.6M | 1,179,032 | 0.22% | 3q | -3.4%-$2.0M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $58.2M | 1,173,305 | 0.05% | 31q | -5.0%-$3.0M |
| Crocodile Capital Partners GmbH | $58.0M | 1,170,000 | 39.44% | 6q | HELD |
| Mediolanum International Funds Ltd | $54.9M | 1,111,179 | 0.47% | 10q | +88.9%+$25.9M |
| Zurich Insurance Group Ltd/FI | $53.7M | 1,083,128 | 0.37% | 31q | +86.8%+$24.9M |
| DJE Kapital AG | $49.0M | 983,564 | 0.92% | new | NEW |
| Patient Capital Management, LLC | $47.3M | 953,734 | 1.55% | 14q | -23.2%-$14.3M |
Showing the largest 100 of 778 reported holders. The count of 776 above leaves out 2 positions whose reported value failed our price check; they are listed here as filed.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 255 | $3.6B | 74,359,931 | 31 | 87 | 56 | 1.3% |
| Q2 2026 | 776 | $65.8B | 1,289,785,821 | 138 | 270 | 211 | 3.3% |
| Q1 2026 | 693 | $46.6B | 1,152,033,914 | 82 | 243 | 208 | 4.6% |
| Q4 2025 | 706 | $63.4B | 1,331,386,598 | 93 | 237 | 183 | 3.2% |
| Q3 2025 | 631 | $53.8B | 1,251,298,142 | 83 | 225 | 176 | 4.7% |
| Q2 2025 | 608 | $46.9B | 1,329,736,677 | 67 | 206 | 214 | 4.6% |
| Q1 2025 | 594 | $45.3B | 1,412,200,980 | 65 | 216 | 177 | 5.1% |
| Q4 2024 | 581 | $44.5B | 1,418,269,993 | 57 | 189 | 165 | 3.2% |
| Q3 2024 | 561 | $46.2B | 1,435,280,653 | 50 | 185 | 186 | 4.3% |
| Q2 2024 | 568 | $45.0B | 1,451,099,376 | 68 | 197 | 177 | 5.1% |
| Q1 2024 | 550 | $46.7B | 1,446,838,626 | 57 | 195 | 176 | 5.1% |
| Q4 2023 | 540 | $44.7B | 1,366,995,741 | 81 | 175 | 161 | 5.7% |
| Q3 2023 | 495 | $34.2B | 1,283,342,722 | 72 | 152 | 161 | 7.3% |
| Q2 2023 | 460 | $27.3B | 1,267,935,071 | 95 | 151 | 156 | 6.1% |
| Q1 2023 | 445 | $32.2B | 1,450,250,882 | 107 | 120 | 158 | 4.5% |
| Q4 2022 | 380 | $24.4B | 1,260,774,346 | 45 | 96 | 160 | 3.4% |
| Q3 2022 | 351 | $81.8B | 5,533,699,379 | 40 | 107 | 133 | 1.0% |
| Q2 2022 | 361 | $133.6B | 8,251,288,353 | 49 | 107 | 132 | 0.6% |
| Q1 2022 | 368 | $263.7B | 13,347,534,566 | 56 | 115 | 128 | 0.5% |
| Q4 2021 | 360 | $224.4B | 12,345,477,888 | 34 | 130 | 106 | 0.8% |
| Q3 2021 | 353 | $127.1B | 7,463,368,749 | 28 | 128 | 103 | 5.8% |
| Q2 2021 | 358 | $66.6B | 4,256,880,368 | 44 | 130 | 100 | 2.0% |
| Q1 2021 | 341 | $51.4B | 2,771,076,521 | 43 | 136 | 94 | 16.3% |
| Q4 2020 | 339 | $47.0B | 17,990,130,360 | 56 | 124 | 94 | 12.0% |
| Q3 2020 | 305 | $52.5B | 24,105,609,209 | 29 | 99 | 111 | 28.5% |
| Q2 2020 | 302 | $55.1B | 23,535,007,576 | 47 | 99 | 111 | 22.5% |
| Q1 2020 | 298 | $61.5B | 8,728,748,158 | 49 | 103 | 92 | 38.4% |
| Q4 2019 | 295 | $27.6B | 2,144,031,635 | 44 | 84 | 94 | 2.8% |
| Q3 2019 | 285 | $88.9B | 6,413,048,245 | 31 | 82 | 112 | 18.0% |
| Q2 2019 | 303 | $77.8B | 5,414,069,727 | 40 | 99 | 105 | 17.3% |
| Q1 2019 | 327 | $47.6B | 2,447,757,296 | 40 | 115 | 98 | 37.7% |
| Q4 2018 | 315 | $50.8B | 1,473,961,621 | 5 | 4 | 7 | 64.0% |