Who owns UBS
659 institutions reported holding UBS for 2026Q1, together 37% of the company, fewer than the 666 a quarter earlier.
659
Institutions reporting a position · as of 2026Q1 · down from 666 the quarter before
- Shares held by institutions
- 1148.0M
Shares held by institutions · 37% of the company · long US equity positions only, as reported on Form 13F
- Reported value
- $44.2B
Reported value · at 2026-03-31 prices, not today's
- Top 5 holders
- 14%
Top 5 holders · of the whole company, between five filers
Details›
- Reporting quarter2026-03-31
- 2026Q1
- Quarters on record
- 46
- New positions
- 91
- Positions exited
- 104
- Added to
- 232
- Reduced
- 193
- Top 10 holdersof the company
- 21%
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| 2026Q1 | 659 | 1148.0M | $44.2B |
| 2025Q4 | 666 | 1328.4M | $61.2B |
| 2025Q3 | 606 | 1215.2M | $49.7B |
| 2025Q2 | 584 | 1320.7M | $44.4B |
| 2025Q1 | 572 | 1410.0M | $42.9B |
| 2024Q4 | 564 | 1411.8M | $42.9B |
| 2024Q3 | 545 | 1382.5M | $42.5B |
| 2024Q2 | 550 | 1402.7M | $41.3B |
| 2024Q1 | 527 | 1380.3M | $42.3B |
| 2023Q4 | 516 | 1334.4M | $41.1B |
| 2023Q3 | 477 | 1282.1M | $31.6B |
| 2023Q2 | 446 | 1267.3M | $25.6B |
| 2023Q1 | 425 | 1410.6M | $30.0B |
| 2022Q4 | 367 | 1261.0M | $23.6B |
| 2022Q3 | 358 | 1266.4M | $18.5B |
| 2022Q2 | 360 | 1290.7M | $20.8B |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| VANGUARD GROUP INC | 141.9M | 4.6% | $5.53B |
| UBS Group AG | 106.9M | 3.5% | $4.18B |
| Fisher Asset Management, LLC | 66.1M | 2.1% | $2.58B |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 65.5M | 2.1% | $2.60B |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 56.7M | 1.8% | $2.17B |
| FMR LLC | 53.9M | 1.7% | $2.10B |
| WELLINGTON MANAGEMENT GROUP LLP | 49.9M | 1.6% | $1.91B |
| Cevian Capital II GP LTD | 48.1M | 1.6% | $1.88B |
| Pictet Asset Management Holding SA | 35.6M | 1.2% | $1.36B |
| Dodge & Cox | 33.6M | 1.1% | $1.31B |
SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.
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