Across its top 20 institutional holders, UBS's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 11/100, avg. turnover score 23/100).

Quarterly Activity

Recent Activity

+$15.4B

Total Buy Value

$38.6B

Total Sell Value

New buy81

Trim235

Add257

Sold out89

338

Net Buyers

324

Net Sellers

Smart Money Convergence

UBS does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

H42097107, 902641646, 902641679, 902677780, 90267B682, 90267L508, 90274D218, 90274D234, B18YFJ4 , BRJL176 , DC1006725, H42097907, H42097957, H89231338

FAQ

Who are the top institutional investors holding UBS Group AG (UBS)?

Major stakeholders currently include UBS Group AG ($4.6B), Vanguard Capital Management LLC ($3.8B), Massachusetts Financial Services Co /ma/ ($2.6B). Based on the latest 13F filings, there are a total of 693 tracked investment funds and institutions maintaining positions in UBS.

What is the overall institutional sentiment toward UBS recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $16.8B, driven by 338 managers accumulating shares while 324 reduced their exposure.

Which institutions have been selling or reducing their UBS positions?

In the latest period, 235 funds trimmed their holdings, and 89 managers completely exited their positions. The aggregate reported sell value was $38.6B.

Are there any notable investors adding UBS to their portfolios?

Yes, buying activity remains notable. 81 institutions opened new positions in {ticker}, and 257 existing holders added to their shares. The total reported buy value for the quarter amounted to $15.4B.