UBS Group AG (UBS) 13F Ownership Report (Q2 2026)

UBS ranks #680 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

UBS is a top-conviction position for Cevian Capital II GP LTD — at 64.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in UBS belongs to UBS Group AG, but the position matters far more to Cevian Capital II GP LTD, who has 64.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Assenagon Asset Management S.A. has added to its UBS position for two straight quarters, increasing it by $1.1B to reach $1.1B today.

Haven Global Partners, LLC has trimmed its UBS position for two straight quarters, cutting it by $10.7M while still holding $14.5M.

UBS is up 2.3% today, and institutions have been net buyers of $5.4B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

UBS closed its latest fiscal year with net income of $7.8B.

• Profitable — net income of $7.8B in the latest fiscal year
• Revenue grew 2.0% year over year
• Net income improved year over year, from $5.1B to $7.8B
• Generated $21.9B in positive operating cash flow
• Liabilities run 16.88x equity — a highly leveraged balance sheet worth noting