Who owns UBS Group AG (UB)? Elite investor 13F holders
9 tracked elite investors reported holding UBS Group AG as of 2026-06-30, including Dodge & Cox Funds, Pzena Investment Management, Viking Global Investors, GMO, D.E. Shaw. Who bought, trimmed or exited each quarter, with links to the original SEC 13F filings.
9 tracked investors currently reported holding · Latest report period: 2026-06-30 · Financials · Banks
UBS Group AG operates as a wealth manager and bank worldwide. It operates through five segments: Global Wealth Management, Personal & Corporate Banking, Asset Management, Investment Bank, and Non-Core and Legacy. The Global Wealth Management segment offers financial services, advice, and solutions; investment management, estate planning, and corporate advice services; and wealth management and…
Reported holders and securities, including exits (up to 20)
| Investor | Security | Instrument | Report period | Filed | Value | Quantity | Units | Change | Source |
|---|---|---|---|---|---|---|---|---|---|
| Dodge & Cox Funds | UBS GROUP AG | SHARE | 2026-06-30 | 2026-08-13 00:00:00 | 1666001775.00 USD | 33630342.000000 | Shares | reduce | Original filing |
| Pzena Investment Management | UBS GROUP AG | SHARE | 2026-06-30 | 2026-08-07 00:00:00 | 905521392.00 USD | 22604129.000000 | Shares | reduce | Original filing |
| Viking Global Investors | UBS GROUP AG | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 120765283.00 USD | 2435805.000000 | Shares | buy | Original filing |
| GMO | UBS GROUP AG | SHARE | 2026-06-30 | 2026-08-13 00:00:00 | 64993247.00 USD | 1308707.000000 | Shares | add | Original filing |
| D.E. Shaw | UBS GROUP AG | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 28925049.00 USD | 583637.000000 | Shares | reduce | Original filing |
| Patient Capital Management | UBS GROUP AG | SHARE | 2026-06-30 | 2026-08-13 00:00:00 | 47267108.00 USD | 953734.000000 | Shares | reduce | Original filing |
| Renaissance Technologies LLC | UBS GROUP AG | SHARE | 2026-06-30 | 2026-08-13 00:00:00 | 0.00 USD | 0.000000 | Shares | exited | Original filing |
| Tudor Investment | UBS GROUP AG | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 12296381.00 USD | 248111.000000 | Shares | reduce | Original filing |
| Gotham Asset Management | UBS GROUP AG | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 298401.00 USD | 6021.000000 | Shares | hold | Original filing |
| Ancora Advisors / Ancora Holdings | UBS GROUP AG | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 49510.00 USD | 999.000000 | Shares | reduce | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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