13FBOX
UBS GROUP AG · 13F Institutional Holdings
Options Calculator Rankings

UBS GROUP AG

UBS
Institutions
770
Combined AUM (Q2 2026)
$64.86B
Combined Shares (Q2 2026)
1.31B
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+89.9M
424 · 151 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-112.0M
289 · 64 Exit · ≈
⚖️ Net
-22.1M
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$64.86B
Institutions
770
New Buys
151
Adds
273
Reduces
225
Exits
64
Unchanged
121
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
UBS Group AG
0.73%0.69%#57$5.77B116.4M$4.59B117.5M-1.1M-0.96%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
0.1%0.09%#215$4.86B98.1M$3.79B97.3M+816,468+0.84%Add
NORGES BANK
0.47%0.6%#75$4.75B95.8M$4.25B139.9M-44.0M-31.48%Reduce
Fisher Asset Management, LLC
0.96%0.88%#48$3.22B64.9M$2.58B66.1M-1.2M-1.75%Reduce
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
1.05%0.87%#41$3.20B62.9M$2.60B65.5M-2.6M-3.99%Reduce
WELLINGTON MANAGEMENT GROUP LLP
0.51%0.36%#67$2.96B59.6M$1.91B49.9M+9.6M+19.30%Add
FMR LLC
0.12%0.11%#196$2.75B55.5M$2.10B53.9M+1.7M+3.08%Add
Zurcher Kantonalbank (Zurich Cantonalbank)
5.26%4.72%#9$2.74B55.2M$2.17B56.7M-1.4M-2.54%Reduce
Cevian Capital II GP LTD
64.5%60.29%#1$2.38B48.1M$1.88B48.1M00.00%Unchanged
Pictet Asset Management Holding SA
1.74%1.44%#29$1.82B36.7M$1.36B35.6M+1.2M+3.24%Add
DODGE & COX
0.87%0.72%#52$1.67B33.6M$1.31B33.6M-14,300-0.04%Reduce
JPMORGAN CHASE & CO
0.08%0.06%#239$1.47B29.7M$1.01B27.4M+2.2M+8.14%Add
VANGUARD FIDUCIARY TRUST CO
0.3%0.27%#113$1.37B27.7M$1.07B27.5M+198,485+0.72%Add
GOLDMAN SACHS GROUP INC
0.11%0.1%#206$1.28B25.9M$873.8M22.4M+3.5M+15.63%Add
Amundi
0.31%0.25%#112$1.26B25.5M$910.1M23.3M+2.2M+9.31%Add
DEUTSCHE BANK AG\
0.35%0.41%#99$1.20B24.1M$1.25B31.9M-7.8M-24.36%Reduce
Legal & General Group Plc
0.23%0.21%#141$1.10B22.1M$895.0M23.4M-1.3M-5.46%Reduce
PZENA INVESTMENT MANAGEMENT LLC
2.66%2.65%#18$905.5M22.6M$815.7M26.5M-3.9M-14.84%Reduce
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
0.37%0.39%#91$844.2M17.0M$728.3M18.9M-1.8M-9.63%Reduce
Assenagon Asset Management S.A.
1.02%0.02%#44$821.2M16.5M$9.9M259,293+16.3M+6,277.50%Add
Vontobel Holding Ltd.
2.48%2%#20$779.6M15.7M$581.5M15.1M+604,975+4.00%Add
VANGUARD ASSET MANAGEMENT, Ltd
0.5%0.48%#69$734.9M14.8M$550.3M14.1M+716,193+5.07%Add
Capital World Investors
0.09%0.12%#233$720.6M14.5M$913.5M23.5M-9.0M-38.09%Reduce
SIH Partners, LLLP
4.2%11.01%#10$667.7M13.5M$834.1M21.3M-7.9M-36.89%Reduce
Nuveen, LLC
0.12%0.12%#192$520.3M10.5M$431.8M11.2M-745,235-6.64%Reduce
BANK OF AMERICA CORP /DE/
0.03%0.03%#338$511.7M10.3M$377.2M9.7M+670,229+6.94%Add
CANADA PENSION PLAN INVESTMENT BOARD
0.28%0.2%#118$507.1M10.2M$305.9M8.0M+2.3M+28.61%Add
CITIGROUP INC
0.13%0.12%#190$395.8M8.0M$280.0M7.3M+646,778+8.83%Add
CAISSE DES DEPOTS ET CONSIGNATIONS
6.56%4.93%#8$388.0M7.8M$298.8M7.8M00.00%Unchanged
MORGAN STANLEY
0.02%0.02%#391$381.3M7.7M$316.3M7.7M-19,200-0.25%Reduce
Jupiter Topco LLC
0.15%#173$371.6M7.5M$00+7.5MNew Buy
Banque Cantonale Vaudoise
13.81%10.28%#6$355.0M7.2M$273.1M7.1M+20,697+0.29%Add
Ninety One UK Ltd
0.79%0.77%#55$354.3M7.1M$332.3M8.7M-1.6M-17.90%Reduce
Qube Research & Technologies Ltd
0.32%0.46%#105$349.8M7.1M$417.2M10.8M-3.8M-34.93%Reduce
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
0.25%0.2%#130$329.9M6.7M$223.9M5.8M+805,184+13.77%Add
Bank of New York Mellon Corp
0.05%0.05%#284$325.9M6.6M$254.1M6.5M+72,607+1.12%Add
Russell Investments Group, Ltd.
0.25%0.28%#133$318.0M6.4M$295.4M7.7M-1.3M-17.23%Reduce
WCM INVESTMENT MANAGEMENT, LLC
0.55%0.49%#64$304.4M6.2M$214.5M5.9M+300,258+5.13%Add
FRANKLIN RESOURCES INC
0.06%0.04%#270$288.6M5.8M$199.0M5.1M+724,551+14.20%Add
ROYAL BANK OF CANADA
0.04%0.03%#305$286.3M5.8M$153.8M3.9M+1.8M+46.81%Add
Bank Julius Baer & Co. Ltd, Zurich
0.72%0.71%#58$278.1M5.6M$235.7M6.1M-513,151-8.39%Reduce
Compagnie Lombard Odier SCmA
2.89%2.48%#17$267.3M5.4M$201.6M5.3M+110,506+2.10%Add
M&G Plc
1.31%1%#35$262.7M5.3M$193.2M5.0M+327,179+6.57%Add
DIMENSIONAL FUND ADVISORS LP
0.04%#301$242.5M4.9M$00+4.9MNew Buy
BNP Paribas Asset Management Holding S.A.
0.24%#135$241.4M4.9M$00+4.9MNew Buy
AQR CAPITAL MANAGEMENT LLC
0.08%0.08%#235$239.4M4.8M$180.6M4.7M+138,453+2.95%Add
Allianz Asset Management GmbH
0.21%0.25%#149$236.9M6.2M$236.9M6.2M00.00%Unchanged
NATIXIS ADVISORS, LLC
0.26%0.23%#127$228.3M4.6M$161.2M4.1M+478,758+11.60%Add
NORTHERN TRUST CORP
0.03%0.02%#366$217.5M4.4M$170.2M4.4M+32,374+0.74%Add
DekaBank Deutsche Girozentrale
0.32%0.27%#106$211.6M4.3M$165.4M4.3M00.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow