UBS Group AG hedge fund holdings
UBSNYSE$48.18+0.47 (+0.99%)as of Oct 5, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
UBS · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+17.4%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 187 | 188 | $2.3B | $5.12B | 556 | Aug 14, 2025 |
| Q3 2025 | 224 | 165 | $7.63B | $5.22B | 584 | Nov 14, 2025 |
| Q4 2025 | 234 | 134 | $3.02B | $4.35B | 652 | Feb 14, 2026 |
| Q1 2026 | 234 | 196 | $1.89B | $5B | 644 | May 15, 2026 |
| Q2 2026 | 292 | 169 | $4.48B | $2.64B | 716 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
716 filersNew position
121$606M+12.2M sh
Increased
171$3.87B+78.1M sh
Reduced
122-$2.48B-49.9M sh
Out / sold
47-$169M-3.4M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Wellington Management Group LLP | Added 19.30% | +$478M | $2.96B | 0.51% | Aug 14, 2026 |
| Capital World Investors | Reduce 38.09% | -$443M | $721M | 0.09% | Aug 12, 2026 |
| Pzena Investment Management LLC | Reduce 14.84% | -$158M | $906M | 2.66% | Aug 7, 2026 |
| SIH Partners, LLLP | Reduce 96.83% | -$149M | $4.87M | 0.03% | Aug 14, 2026 |
| Massachusetts Financial Services Co | Reduce 3.99% | -$133M | $3.2B | 1.01% | Aug 3, 2026 |
| Liontrust Investment Partners LLP | New Buy | +$122M | $122M | 1.79% | Aug 18, 2026 |
| Viking Global Investors LP | New Buy | +$121M | $121M | 0.34% | Aug 14, 2026 |
| Canada Pension Plan Investment Board | Added 28.61% | +$113M | $507M | 0.28% | Aug 14, 2026 |
| Exane Asset Management | Reduce 90.40% | -$78M | $8.28M | 2.99% | Jul 17, 2026 |
| Ninety One UK Ltd | Reduce 17.90% | -$77.2M | $354M | 0.79% | Jul 16, 2026 |
| Pictet Asset Management Holding SA | Added 3.24% | +$57.2M | $1.82B | 1.74% | Jul 30, 2026 |
| Fisher Asset Management, LLC | Reduce 1.75% | -$57.2M | $3.22B | 0.96% | Aug 4, 2026 |
| ASR Vermogensbeheer N.V. | Added 82.29% | +$53.8M | $119M | 1.23% | Jul 20, 2026 |
| DJE Kapital AG | New Buy | +$49M | $49M | 0.92% | Aug 4, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Added 13.77% | +$39.9M | $330M | 0.25% | Aug 14, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | Added 145.24% | +$38.5M | $65M | 0.15% | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 5.07% | +$35.5M | $735M | 0.50% | Aug 13, 2026 |
| Credit Agricole S A | Added 76.31% | +$35.3M | $81.5M | 0.17% | Aug 14, 2026 |
| Mediolanum International Funds Ltd | Added 88.88% | +$25.9M | $54.9M | 0.47% | Jul 23, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | Reduce 8.39% | -$25.5M | $278M | 0.72% | Aug 10, 2026 |
| Zurich Insurance Group Ltd | Added 86.76% | +$24.9M | $53.7M | 0.37% | Aug 14, 2026 |
| Gemsstock Ltd. | Sell 100% | -$24.2M | $0 | 0.00% | Aug 14, 2026 |
| Natixis Advisors, LLC | Added 11.60% | +$23.7M | $228M | 0.26% | Aug 14, 2026 |
| Vontobel Holding Ltd. | Reduce 2.83% | -$21.2M | $728M | 2.32% | Aug 3, 2026 |
| Public Sector Pension Investment Board | Added 15.12% | +$19.1M | $145M | 0.38% | Aug 13, 2026 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | Sell 100% | -$18.8M | $0 | 0.00% | Jul 16, 2026 |
| M&G PLC | Added 6.57% | +$16.2M | $263M | 1.31% | Aug 6, 2026 |
| WCM Investment Management, LLC | Added 5.13% | +$14.9M | $304M | 0.55% | Aug 13, 2026 |
| Patient Capital Management, LLC | Reduce 23.21% | -$14.3M | $47.3M | 1.55% | Aug 13, 2026 |
| Fideuram Asset Management (Ireland) dac | Added 1668.67% | +$12.2M | $12.9M | 0.25% | Jul 23, 2026 |
| Evergreen Capital Management LLC | Added 886.66% | +$12M | $13.4M | 0.23% | Jul 23, 2026 |
| PDT Partners, LLC | Reduce 77.84% | -$11.8M | $3.35M | 0.18% | Aug 14, 2026 |
| Haven Global Partners, LLC | Reduce 35.77% | -$11.7M | $21M | 16.10% | Aug 10, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added 5.03% | +$11.6M | $241M | 0.24% | Aug 13, 2026 |
| Chilton Investment Co Inc. | Sell 100% | -$11.1M | $0 | 0.00% | Aug 14, 2026 |
| Maryland State Retirement & Pension System | Added 61.02% | +$10.8M | $28.4M | 0.49% | Jul 30, 2026 |
| Van Eck Associates Corp | New Buy | +$8.91M | $8.91M | 0.01% | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | Added 5.44% | +$8.55M | $166M | 0.26% | Aug 13, 2026 |
| Tidal Investments LLC | New Buy | +$8.3M | $8.3M | 0.01% | Aug 13, 2026 |
| LGT Group Foundation | Reduce 4.72% | -$8.05M | $162M | 1.84% | Aug 10, 2026 |
| ABN AMRO Bank N.V. | Added 10.89% | +$7.93M | $80.7M | 1.04% | Aug 6, 2026 |
| Korea Investment CORP | Reduce 6.51% | -$7.37M | $106M | 0.20% | Aug 12, 2026 |
| Dixon Mitchell Investment Counsel Inc. | New Buy | +$7.24M | $7.24M | 0.24% | Aug 13, 2026 |
| SEB Asset Management AB | Added 12.35% | +$7.11M | $64.7M | 0.24% | Aug 4, 2026 |
| Quantinno Capital Management LP | Added 21.92% | +$6.72M | $37.4M | 0.04% | Aug 13, 2026 |
| Generali Asset Management SPA SGR | Reduce 6.12% | -$6.5M | $99.8M | 1.80% | Jul 30, 2026 |
| Mizuho Markets Cayman LP | New Buy | +$6.44M | $6.44M | 0.24% | Jul 24, 2026 |
| Caisse de depot et placement du Quebec | Reduce 49.31% | -$6.1M | $6.28M | 0.01% | Aug 14, 2026 |
| Aviva PLC | Added 3.29% | +$5.83M | $183M | 0.27% | Aug 13, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | Reduce 8.15% | -$5.71M | $64.3M | 0.29% | Aug 13, 2026 |
| Worldquant Millennium Advisors LLC | Reduce 23.33% | -$5.64M | $18.5M | 0.06% | Aug 14, 2026 |
| Compagnie Lombard Odier SCmA | Added 2.10% | +$5.49M | $267M | 2.89% | Jul 29, 2026 |
| Lord, Abbett & Co. LLC | New Buy | +$5.37M | $5.37M | 0.02% | Aug 14, 2026 |
| Osmosis Investment Management UK Ltd | Reduce 51.84% | -$5.18M | $4.81M | 0.22% | Aug 13, 2026 |
| FIL Ltd | Reduce 5.84% | -$4.82M | $77.7M | 0.06% | Aug 13, 2026 |
| Border to Coast Pensions Partnership Ltd | Added 3.81% | +$4.36M | $119M | 1.75% | Jul 27, 2026 |
| Groupe la Francaise | Added 120.73% | +$3.99M | $7.29M | 0.09% | Aug 25, 2026 |
| Polymer Capital Management (HK) LTD | New Buy | +$3.91M | $3.91M | 0.20% | Aug 13, 2026 |
| Ethic Inc. | Added 97.83% | +$3.69M | $7.46M | 0.09% | Jul 29, 2026 |
| Credit Industriel Et Commercial | Reduce 98.67% | -$3.62M | $48.8K | 0.00% | Jul 24, 2026 |
| Karl Kapital LLC | Sell 100% | -$3.47M | $0 | 0.00% | Aug 14, 2026 |
| MML Investors Services, LLC | Added 72.03% | +$3.39M | $8.09M | 0.02% | Aug 7, 2026 |
| Jefferies Financial Group Inc. | Added 102.21% | +$3.08M | $6.1M | 0.04% | Aug 17, 2026 |
| Old Mission Capital LLC | Sell 100% | -$3.04M | $0 | 0.00% | Aug 14, 2026 |
| GAM Holding AG | Added 8.47% | +$2.96M | $37.9M | 2.90% | Aug 14, 2026 |
| Groupama Asset Managment | Added 21.77% | +$2.51M | $14M | 0.18% | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Reduce 36.01% | -$2.4M | $4.26M | 0.04% | Aug 14, 2026 |
| Royal London Asset Management Ltd | Reduce 1.35% | -$2.35M | $172M | 0.32% | Aug 13, 2026 |
| South Shore Capital Advisors | Sell 100% | -$2.17M | $0 | 0.00% | Jul 30, 2026 |
| Rathbones Group PLC | Reduce 3.36% | -$2.04M | $58.6M | 0.22% | Jul 23, 2026 |
| Promethos Capital, LLC | Added 17.56% | +$2.03M | $13.6M | 3.69% | Aug 12, 2026 |
| LGT Fund Management Co Ltd. | Reduce 9.48% | -$1.95M | $18.6M | 0.78% | Aug 10, 2026 |
| Bessemer Group Inc | Added 33.60% | +$1.9M | $7.56M | 0.01% | Aug 12, 2026 |
| Bank Pictet & Cie (Europe) AG | Reduce 38.01% | -$1.86M | $3.04M | 0.06% | Jul 24, 2026 |
| Edmond de Rothschild Holding S.A. | Reduce 5.67% | -$1.83M | $30.5M | 0.40% | Aug 10, 2026 |
| Yousif Capital Management, LLC | Reduce 79.88% | -$1.81M | $455K | 0.01% | Jul 16, 2026 |
| Vanguard Investments Australia, Ltd. | Added 2.29% | +$1.79M | $80M | 0.20% | Aug 13, 2026 |
| Advisors Capital Management, LLC | Reduce 51.32% | -$1.78M | $1.69M | 0.02% | Aug 11, 2026 |
| Gator Capital Management, LLC | Reduce 8.85% | -$1.67M | $17.2M | 3.60% | Aug 13, 2026 |
| Assetmark, Inc | Added 32.37% | +$1.64M | $6.71M | 0.01% | Jul 30, 2026 |
| QRG Capital Management, Inc. | Added 19.21% | +$1.61M | $9.97M | 0.08% | Jul 14, 2026 |
| Brandes Investment Partners, LP | Added 2.20% | +$1.5M | $69.3M | 0.49% | Aug 14, 2026 |
| FCG Investment Co | New Buy | +$1.47M | $1.47M | 0.51% | Jul 13, 2026 |
| Healthcare of Ontario Pension Plan Trust Fund | Reduce 85.71% | -$1.36M | $226K | 0.00% | Aug 13, 2026 |
| Banque Pictet & Cie SA | Reduce 1.64% | -$1.35M | $81.3M | 0.51% | Jul 24, 2026 |
| Jain Global LLC | New Buy | +$1.22M | $1.22M | 0.00% | Aug 14, 2026 |
| Elevation Point Wealth Partners, LLC | Added 14.56% | +$1.2M | $9.43M | 0.17% | Aug 12, 2026 |
| Factory Mutual Insurance Co | Added 58.42% | +$1.06M | $2.87M | 0.03% | Jul 21, 2026 |
| Fox Run Management, L.L.C. | Sell 100% | -$1.01M | $0 | 0.00% | Aug 4, 2026 |
| University of Texas/Texas Am Investment Management Co | Sell 100% | -$1M | $0 | 0.00% | Aug 3, 2026 |
| Abacus Wealth Partners, LLC | Reduce 51.51% | -$954K | $898K | 0.09% | Jul 22, 2026 |
| Keybank National Association | Added 70.38% | +$946K | $2.29M | 0.01% | Jul 28, 2026 |
| Oppenheimer Asset Management Inc. | Added 139.35% | +$918K | $1.58M | 0.02% | Aug 3, 2026 |
| Landesbank Baden-Wuerttemberg | Reduce 23.11% | -$913K | $3.04M | 1.13% | Aug 4, 2026 |
| Ninety One North America, Inc. | Reduce 13.08% | -$879K | $5.84M | 0.27% | Jul 16, 2026 |
| J.Safra Asset Management Corp | Added 186.70% | +$864K | $1.33M | 0.06% | Aug 6, 2026 |
| NFJ Investment Group, LLC | New Buy | +$827K | $827K | 0.03% | Aug 11, 2026 |
| Indivisible Partners | Added 149.80% | +$773K | $1.29M | 0.07% | Aug 4, 2026 |
| Storgate, LLC | Added 182.70% | +$747K | $1.16M | 0.24% | Aug 12, 2026 |
| Gateway Investment Advisers LLC | New Buy | +$732K | $732K | 0.01% | Jul 20, 2026 |