UBS UBS GROUP AG: institutional ownership and insider trading
832 funds reported holding $72.7B of UBS GROUP AG in their latest 13F filings; in Q2 2026 funds net bought $5.50B, with 139 new positions and 53 funds selling out.
Famous investors holding UBS
- Andreas Halvorsen (Viking Global Investors): $121M, 0.3% of the portfolio
- Izzy Englander (Millennium Management): $63.3M, 0.0% of the portfolio
- D. E. Shaw (D. E. Shaw & Co.): $34.1M, 0.0% of the portfolio
- Two Sigma (Two Sigma Investments): $23.6M, 0.0% of the portfolio
- Ken Griffin (Citadel Advisors): $69.4M, 0.0% of the portfolio
Largest institutional holders of UBS
- VANGUARD GROUP INC — $6.42B
- UBS Group AG (UBS) — $5.77B
- VANGUARD CAPITAL MANAGEMENT LLC — $4.86B
- NORGES BANK — $4.75B
- Fisher Asset Management, LLC — $3.22B
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ — $3.20B
- WELLINGTON MANAGEMENT GROUP LLP — $2.96B
- FMR LLC — $2.75B
- Zurcher Kantonalbank (Zurich Cantonalbank) — $2.74B
- Cevian Capital II GP LTD — $2.38B
Members of Congress trading UBS
- Apr 21, 2025: Bruce Westerman sold $1.00K–$15.0K
- Mar 7, 2025: Mikie Sherrill sold part of $250K–$500K
- Mar 3, 2025: Bruce Westerman bought $1.00K–$15.0K
- May 14, 2024: Mikie Sherrill sold part of $50.0K–$100K
- May 13, 2024: Mikie Sherrill sold part of $250K–$500K