Who owns UBS (UBS)
Which tracked institutional funds hold UBS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UBS company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
97 tracked funds added or opened UBS while 246 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
UBS’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.2pp gap the other way — the median holder sizes UBS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in UBS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 678 tracked filers holding UBS, 343 increased or opened the position and 331 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in UBS between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 36
- VANGUARD CAPITAL MANAGEMENT LLC$3.8B
- VANGUARD FIDUCIARY TRUST CO$1.1B
- VANGUARD ASSET MANAGEMENT, Ltd$550M
- Vanguard Investments Australia, Ltd.$62M
- Vanguard Global Advisers, LLC$47M
- SEB Asset Management AB$44M
Full exits 31
- VANGUARD GROUP INC$6.4B
- VIKING GLOBAL INVESTORS LP$426M
- Alyeska Investment Group, L.P.$99M
- MARSHALL WACE, LLP$85M
- GAM Holding AG$48M
- TWO SIGMA ADVISERS, LP$32M
Largest adds
- Qube Research & Technologies Ltd$193M
- AQR CAPITAL MANAGEMENT LLC$148M
- JONES FINANCIAL COMPANIES LLLP$126M
- JANE STREET GROUP, LLC$101M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$60M
- TD Asset Management Inc$45M
Largest trims
- UBS Group AG$2.3B
- JPMORGAN CHASE & CO$865M
- Capital World Investors$815M
- WELLINGTON MANAGEMENT GROUP LLP$781M
- ACADIAN ASSET MANAGEMENT LLC$641M
- NORGES BANK$638M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| NORGES BANK added | 139,886,962 | $4.3B | 8.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 97,263,943 | $3.8B | 7.5% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 65,542,061 | $2.6B | 5.2% | 2026-Q1 |
| Fisher Asset Management, LLC added | 66,074,238 | $2.6B | 5.1% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 56,674,567 | $2.2B | 4.3% | 2026-Q1 |
| FMR LLC trimmed | 53,738,530 | $2.1B | 4.1% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 49,898,763 | $1.9B | 3.8% | 2026-Q1 |
| Cevian Capital II GP LTD | 48,117,675 | $1.9B | 3.7% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 35,591,624 | $1.4B | 2.7% | 2026-Q1 |
| DODGE & COX trimmed | 33,644,642 | $1.3B | 2.6% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 31,922,626 | $1.2B | 2.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 27,510,543 | $1.1B | 2.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 27,434,247 | $1.0B | 2.0% | 2026-Q1 |
| Capital World Investors trimmed | 23,495,846 | $913M | 1.8% | 2026-Q1 |
| Amundi added | 23,294,847 | $910M | 1.8% | 2026-Q1 |
| Legal & General Group Plc trimmed | 23,402,544 | $895M | 1.8% | 2026-Q1 |
| PZENA INVESTMENT MANAGEMENT LLC trimmed | 26,544,355 | $816M | 1.6% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 18,850,928 | $728M | 1.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 15,344,986 | $600M | 1.2% | 2026-Q1 |
| Vontobel Holding Ltd. added | 15,126,281 | $581M | 1.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 14,112,416 | $550M | 1.1% | 2026-Q1 |
| Nuveen, LLC trimmed | 11,227,404 | $432M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 9,654,984 | $377M | 0.7% | 2026-Q1 |
| Ninety One UK Ltd trimmed | 8,687,978 | $332M | 0.7% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 7,956,822 | $306M | 0.6% | 2026-Q1 |
| MORGAN STANLEY added | 7,763,223 | $303M | 0.6% | 2026-Q1 |
| CAISSE DES DEPOTS ET CONSIGNATIONS trimmed | 7,812,061 | $299M | 0.6% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 7,738,898 | $295M | 0.6% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 7,612,542 | $293M | 0.6% | 2026-Q1 |
| Banque Cantonale Vaudoise added | 7,141,370 | $273M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 6,502,710 | $254M | 0.5% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 6,194,747 | $237M | 0.5% | 2026-Q1 |
| Bank Julius Baer & Co. Ltd, Zurich added | 6,114,163 | $236M | 0.5% | 2026-Q1 |
| CITIGROUP INC trimmed | 5,959,083 | $228M | 0.5% | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 5,845,369 | $224M | 0.4% | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC added | 5,850,200 | $215M | 0.4% | 2026-Q1 |
| Compagnie Lombard Odier SCmA trimmed | 5,272,070 | $202M | 0.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 5,101,601 | $199M | 0.4% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 5,193,433 | $199M | 0.4% | 2026-Q1 |
| M&G PLC added | 4,980,760 | $193M | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 4,688,353 | $180M | 0.4% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 4,638,662 | $178M | 0.4% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 4,356,906 | $170M | 0.3% | 2026-Q1 |
| DekaBank Deutsche Girozentrale | 4,269,505 | $165M | 0.3% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 4,127,014 | $161M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 3,935,581 | $154M | 0.3% | 2026-Q1 |
| BlackRock, Inc. trimmed | 3,746,638 | $146M | 0.3% | 2026-Q1 |
| ROYAL LONDON ASSET MANAGEMENT LTD trimmed | 3,515,878 | $137M | 0.3% | 2026-Q1 |
| AVIVA PLC added | 3,570,737 | $137M | 0.3% | 2026-Q1 |
| LGT Group Foundation trimmed | 3,439,417 | $132M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 3,518,000 | $128M | 0.3% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 3,167,175 | $121M | 0.2% | 2026-Q1 |
| SIH Partners, LLLP added | 3,107,111 | $121M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 2,950,369 | $115M | 0.2% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 2,971,356 | $114M | 0.2% | 2026-Q1 |
| Liontrust Investment Partners LLP | 2,233,585 | $104M | 0.2% | 2026-Q1 |
| Public Sector Pension Investment Board added | 2,542,054 | $101M | 0.2% | 2026-Q1 |
| TD Asset Management Inc added | 2,551,370 | $98M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 2,461,029 | $95M | 0.2% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 2,392,368 | $92M | 0.2% | 2026-Q1 |
| Border to Coast Pensions Partnership Ltd | 2,307,000 | $88M | 0.2% | 2026-Q1 |
| Korea Investment CORP trimmed | 2,279,366 | $87M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 2,096,407 | $82M | 0.2% | 2026-Q1 |
| Generali Asset Management SPA SGR added | 2,653,910 | $82M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 2,021,616 | $79M | 0.2% | 2026-Q1 |
| MOORE CAPITAL MANAGEMENT, LP trimmed | 2,039,599 | $78M | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,934,518 | $76M | 0.1% | 2026-Q1 |
| State of Tennessee, Department of Treasury added | 1,936,941 | $74M | 0.1% | 2026-Q1 |
| Exane Asset Management added | 1,883,385 | $67M | 0.1% | 2026-Q1 |
| FIL Ltd trimmed | 1,665,021 | $65M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,663,816 | $65M | 0.1% | 2026-Q1 |
| BANQUE PICTET & CIE SA added | 1,665,074 | $64M | 0.1% | 2026-Q1 |
| Vanguard Investments Australia, Ltd. new | 1,578,711 | $62M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 1,565,660 | $61M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,503,490 | $59M | 0.1% | 2026-Q1 |
| ABN AMRO Bank N.V. trimmed | 1,470,238 | $57M | 0.1% | 2026-Q1 |
| Lansforsakringar Fondforvaltning AB (publ) added | 1,410,094 | $54M | 0.1% | 2026-Q1 |
| BRANDES INVESTMENT PARTNERS, LP trimmed | 1,368,472 | $53M | 0.1% | 2026-Q1 |
| Life Cycle Investment Partners Ltd added | 1,719,019 | $53M | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 1,317,954 | $51M | 0.1% | 2026-Q1 |
| ASR Vermogensbeheer N.V. added | 1,317,110 | $50M | 0.1% | 2026-Q1 |
| Crocodile Capital Partners GmbH added | 1,170,000 | $50M | 0.1% | 2026-Q1 |
| Patient Capital Management, LLC added | 1,241,955 | $49M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 1,234,642 | $47M | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 1,208,363 | $47M | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 1,164,155 | $45M | 0.1% | 2026-Q1 |
| SEB Asset Management AB new | 1,159,090 | $44M | 0.1% | 2026-Q1 |
| J. Safra Sarasin Holding AG trimmed | 1,086,608 | $41M | 0.1% | 2026-Q1 |
| CREDIT AGRICOLE S A trimmed | 932,556 | $36M | 0.1% | 2026-Q1 |
| EFG International AG added | 892,831 | $35M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 865,820 | $33M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 139,105,725 | $6.4B | 12.7% | 2025-Q4 stale |
| VIKING GLOBAL INVESTORS LP trimmed | 9,128,817 | $426M | 0.8% | 2025-Q4 stale |
| AXA Investment Managers S.A. new | 4,222,171 | $417M | 0.8% | 2025-Q3 stale |
| AXA S.A. trimmed | 3,614,786 | $122M | 0.2% | 2025-Q2 stale |
| Alyeska Investment Group, L.P. added | 2,138,351 | $99M | 0.2% | 2025-Q4 stale |
| MARSHALL WACE, LLP added | 1,819,630 | $85M | 0.2% | 2025-Q4 stale |
| GAM Holding AG added | 1,020,351 | $48M | 0.1% | 2025-Q4 stale |
| JUPITER ASSET MANAGEMENT LTD trimmed | 999,014 | $34M | 0.1% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.