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UBS Institutional Ownership

Top institutional (13F) holders of UBS and activist (13D/G) positions, sourced from SEC EDGAR.

Institutional owners
40
Institutional value
$37.95B
Top holder
UBS Group AG

Top holders

HolderFiledValue
UBS Group AGinvestment advisorAug 13, 2026$5.77B
Vanguard Capital Managementhedge fundAug 13, 2026$4.86B
Norges BankotherAug 12, 2026$4.75B
Fisher Asset Management, LLCinvestment advisorAug 4, 2026$3.22B
Massachusetts Financial Services Companyhedge fundAug 3, 2026$3.20B
WELLINGTON MANAGEMENT GROUP LLPinvestment advisorAug 14, 2026$2.96B
FMR LLCinvestment advisorAug 13, 2026$2.75B
Dodge & Coxhedge fundAug 13, 2026$1.67B
JPMORGAN CHASE & COinvestment advisorAug 12, 2026$1.47B
GOLDMAN SACHS GROUP INCinvestment advisorAug 14, 2026$1.28B
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPinvestment advisorAug 13, 2026$844.22M
Capital World Investorsinvestment advisorAug 12, 2026$720.56M
BANK OF AMERICA CORP /DE/investment advisorAug 14, 2026$511.72M
Canada Pension Plan Investment BoardACTIVISTotherAug 14, 2026$507.14M
CITIGROUP INCinvestment advisorAug 3, 2026$395.77M
MORGAN STANLEYinvestment advisorAug 13, 2026$381.34M
Bank of New York Mellon Corpholding companyAug 6, 2026$325.87M
FRANKLIN RESOURCES INCinvestment advisorAug 13, 2026$288.64M
ROYAL BANK OF CANADAinvestment advisorAug 14, 2026$286.35M
Dimensional Fund Advisors LPhedge fundAug 11, 2026$242.54M
AQR CAPITAL MANAGEMENT LLCinvestment advisorAug 14, 2026$239.45M
NORTHERN TRUST CORPinvestment advisorAug 13, 2026$217.53M
BlackRock, Inc.holding companyAug 7, 2026$200.30M
VIKING GLOBAL INVESTORS LPhedge fundAug 14, 2026$120.77M
Invesco Ltd.investment advisorAug 14, 2026$112.49M

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Source: SEC EDGAR Schedule 13D / 13G and 13F filings.