Who owns 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-Q2 13F filings (latest filed 2026-08-21). 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
The tracked-fund tape on UBS is one-sided between 2026-Q1 and 2026-Q2: 282 added or opened and 87 trimmed or exited — on balance accumulating.
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 CAPITAL MANAGEMENT LLC, 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 2026-Q1 and 2026-Q2, across 731 tracked filers holding UBS, 406 increased or opened the position and 312 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 2026-Q1 and 2026-Q2 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 25
- Jupiter Topco LLC$372M
- DIMENSIONAL FUND ADVISORS LP$243M
- VIKING GLOBAL INVESTORS LP$121M
- 1832 Asset Management L.P.$84M
- Rathbones Group PLC$59M
- DJE Kapital AG$49M
Full exits 47
- Amundi$910M
- Banque Cantonale Vaudoise$273M
- JANUS HENDERSON GROUP PLC$199M
- DekaBank Deutsche Girozentrale$165M
- NATIXIS ADVISORS, LLC$161M
- CANADA LIFE ASSURANCE Co$121M
Largest adds
- UBS Group AG$1.1B
- VANGUARD CAPITAL MANAGEMENT LLC$1.1B
- WELLINGTON MANAGEMENT GROUP LLP$1.0B
- Assenagon Asset Management S.A.$811M
- FMR LLC$658M
- Fisher Asset Management, LLC$636M
Largest trims
- Capital World Investors$193M
- SIH Partners, LLLP$117M
- JANE STREET GROUP, LLC$78M
- Exane Asset Management$58M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$55M
- DEUTSCHE BANK AG\$50M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC added | 98,080,411 | $4.9B | 9.1% | 2026-Q2 |
| NORGES BANK trimmed | 95,849,980 | $4.8B | 8.9% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 64,920,294 | $3.2B | 6.0% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 62,927,553 | $3.2B | 6.0% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 59,553,311 | $3.0B | 5.5% | 2026-Q2 |
| FMR LLC added | 55,541,141 | $2.8B | 5.2% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 55,233,032 | $2.7B | 5.1% | 2026-Q2 |
| Cevian Capital II GP LTD | 48,117,675 | $2.4B | 4.5% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 36,743,822 | $1.8B | 3.4% | 2026-Q2 |
| DODGE & COX trimmed | 33,630,342 | $1.7B | 3.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 29,666,939 | $1.5B | 2.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 27,709,028 | $1.4B | 2.6% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 24,147,522 | $1.2B | 2.2% | 2026-Q2 |
| PZENA INVESTMENT MANAGEMENT LLC trimmed | 22,604,129 | $906M | 1.7% | 2026-Q2 |
| Legal & General Group Plc trimmed | 22,124,624 | $1.1B | 2.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 19,805,601 | $982M | 1.8% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 17,034,727 | $844M | 1.6% | 2026-Q2 |
| Assenagon Asset Management S.A. added | 16,536,418 | $821M | 1.5% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 14,828,609 | $735M | 1.4% | 2026-Q2 |
| Vontobel Holding Ltd. trimmed | 14,698,356 | $728M | 1.4% | 2026-Q2 |
| Capital World Investors trimmed | 14,545,505 | $721M | 1.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 10,482,169 | $520M | 1.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 10,325,213 | $512M | 1.0% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 10,233,181 | $507M | 0.9% | 2026-Q2 |
| CAISSE DES DEPOTS ET CONSIGNATIONS | 7,812,061 | $388M | 0.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 7,694,575 | $381M | 0.7% | 2026-Q2 |
| Jupiter Topco LLC new | 7,482,210 | $372M | 0.7% | 2026-Q2 |
| CITIGROUP INC added | 7,234,261 | $359M | 0.7% | 2026-Q2 |
| Ninety One UK Ltd trimmed | 7,133,245 | $354M | 0.7% | 2026-Q2 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 6,650,553 | $330M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 6,575,317 | $326M | 0.6% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 6,405,254 | $318M | 0.6% | 2026-Q2 |
| Allianz Asset Management GmbH | 6,194,747 | $237M | 0.4% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC added | 6,150,458 | $304M | 0.6% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 5,826,152 | $289M | 0.5% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich trimmed | 5,601,012 | $278M | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 5,577,794 | $276M | 0.5% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 5,474,754 | $271M | 0.5% | 2026-Q2 |
| Compagnie Lombard Odier SCmA added | 5,382,576 | $267M | 0.5% | 2026-Q2 |
| M&G PLC added | 5,307,939 | $263M | 0.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP new | 4,893,948 | $243M | 0.5% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 4,872,034 | $241M | 0.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 4,831,556 | $239M | 0.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 4,389,280 | $218M | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 4,128,651 | $203M | 0.4% | 2026-Q2 |
| BlackRock, Inc. added | 4,041,667 | $200M | 0.4% | 2026-Q2 |
| AVIVA PLC added | 3,688,297 | $183M | 0.3% | 2026-Q2 |
| ROYAL LONDON ASSET MANAGEMENT LTD trimmed | 3,468,512 | $172M | 0.3% | 2026-Q2 |
| Clearbridge Investments, LLC added | 3,295,070 | $163M | 0.3% | 2026-Q2 |
| TD Asset Management Inc added | 3,283,895 | $163M | 0.3% | 2026-Q2 |
| LGT Group Foundation trimmed | 3,276,919 | $162M | 0.3% | 2026-Q2 |
| Public Sector Pension Investment Board added | 2,926,309 | $145M | 0.3% | 2026-Q2 |
| Generali Asset Management SPA SGR trimmed | 2,491,590 | $100M | 0.2% | 2026-Q2 |
| Liontrust Investment Partners LLP added | 2,458,659 | $122M | 0.2% | 2026-Q2 |
| VIKING GLOBAL INVESTORS LP trimmed | 2,435,805 | $121M | 0.2% | 2026-Q2 |
| ASR Vermogensbeheer N.V. added | 2,401,020 | $119M | 0.2% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 2,398,700 | $119M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 2,381,984 | $118M | 0.2% | 2026-Q2 |
| Invesco Ltd. added | 2,269,793 | $112M | 0.2% | 2026-Q2 |
| Korea Investment CORP trimmed | 2,130,913 | $106M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 2,044,026 | $101M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 2,036,912 | $101M | 0.2% | 2026-Q2 |
| Life Cycle Investment Partners Ltd added | 2,031,327 | $101M | 0.2% | 2026-Q2 |
| State of Tennessee, Department of Treasury trimmed | 1,860,583 | $92M | 0.2% | 2026-Q2 |
| MOORE CAPITAL MANAGEMENT, LP trimmed | 1,858,635 | $92M | 0.2% | 2026-Q2 |
| 1832 Asset Management L.P. added | 1,697,000 | $84M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,686,431 | $84M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 1,651,479 | $82M | 0.2% | 2026-Q2 |
| CREDIT AGRICOLE S A added | 1,644,169 | $81M | 0.2% | 2026-Q2 |
| BANQUE PICTET & CIE SA trimmed | 1,637,812 | $81M | 0.2% | 2026-Q2 |
| ABN AMRO Bank N.V. added | 1,630,379 | $81M | 0.2% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. added | 1,614,810 | $80M | 0.1% | 2026-Q2 |
| FIL Ltd trimmed | 1,567,708 | $78M | 0.1% | 2026-Q2 |
| BRANDES INVESTMENT PARTNERS, LP added | 1,398,641 | $69M | 0.1% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 1,308,707 | $65M | 0.1% | 2026-Q2 |
| SEB Asset Management AB added | 1,302,198 | $65M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 1,301,841 | $65M | 0.1% | 2026-Q2 |
| Lansforsakringar Fondforvaltning AB (publ) trimmed | 1,295,198 | $64M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 1,190,788 | $59M | 0.1% | 2026-Q2 |
| Rathbones Group PLC new | 1,179,032 | $59M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 1,173,305 | $58M | 0.1% | 2026-Q2 |
| Crocodile Capital Partners GmbH | 1,170,000 | $58M | 0.1% | 2026-Q2 |
| Mediolanum International Funds Ltd added | 1,111,179 | $55M | 0.1% | 2026-Q2 |
| J. Safra Sarasin Holding AG added | 1,104,367 | $43M | 0.1% | 2026-Q2 |
| Zurich Insurance Group Ltd/FI added | 1,083,128 | $54M | 0.1% | 2026-Q2 |
| DJE Kapital AG added | 983,564 | $49M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 976,101 | $38M | 0.1% | 2026-Q2 |
| Patient Capital Management, LLC trimmed | 953,734 | $47M | 0.1% | 2026-Q2 |
| EFG International AG added | 898,628 | $45M | 0.1% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 884,672 | $35M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 810,448 | $40M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 776,059 | $38M | 0.1% | 2026-Q2 |
| GAM Holding AG added | 762,272 | $38M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 754,276 | $37M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 746,183 | $37M | 0.1% | 2026-Q2 |
| Channing Global Advisors, LLC trimmed | 672,402 | $33M | 0.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 657,655 | $33M | 0.1% | 2026-Q2 |
| Systrade AG | 627,300 | $31M | 0.1% | 2026-Q2 |
| LEVIN CAPITAL STRATEGIES, L.P. trimmed | 624,785 | $31M | 0.1% | 2026-Q2 |
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.