UBS
UBS Group AG · Financial Services · Banks - Diversified
Momentum inputs (comparable managers):
holder breadth +13.3% ·
share flow -0.7% ·
net new positions +11.8%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 126 | -1 | 1.04B | $51.81B | +7 | −7 |
| Q1 2026 | 128 | +6 | 911.54M | $35.33B | +12 | −7 |
| Q4 2025 | 123 | +2 | 1.12B | $51.98B | +4 | −1 |
| Q3 2025 | 19 | 0 | 528.73M | $21.67B | — | −1 |
| Q2 2025 | 17 | +2 | 516.58M | $17.49B | +2 | — |
| Q1 2025 | 12 | -1 | 332.10M | $10.13B | +1 | −2 |
| Q4 2024 | 13 | +2 | 334.93M | $10.22B | +3 | −1 |
| Q3 2024 | 11 | -3 | 326.88M | $10.08B | +1 | −4 |
| Q2 2024 | 14 | — | 332.03M | $9.76B | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Norges Bank ✦ (passive) | 144.09M | +3.0% | $4.88B | 0.6% | ▲ Add | 5 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 135.36M | — | $4.60B | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 3 | Fisher Asset Management ✦ | 58.42M | +16.9% | $1.98B | 0.8% | ▲ Add | 4 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 48.59M | — | $1.64B | 0.1% | n/c | 1 | SEC ↗ ×7 |
| 5 | Dodge & Cox ✦ | 45.64M | -37.1% | $1.54B | 0.9% | ▼ Trim | 5 | SEC ↗ |
| 6 | Capital World Investors ✦ | 36.96M | -2.2% | $1.25B | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 7 | Arrowstreet Capital ✦ | 18.74M | +6.7% | $634.21M | 0.4% | ▲ Add | 5 | SEC ↗ |
| 8 | Wellington Management ✦ | 17.94M | +47.5% | $605.15M | 0.1% | ▲ Add | 5 | SEC ↗ ×6 |
| 9 | BlackRock ✦ (passive) | 3.99M | — | $134.83M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | Viking Global Investors ✦ | 2.58M | New | $87.32M | 0.3% | New | 1 | SEC ↗ |
| 11 | Renaissance Technologies ✦ | 2.48M | +127.0% | $83.80M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 12 | Millennium Management ✦ | 705.55K | +176.9% | $23.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Point72 Asset Management ✦ | 542.98K | +294.6% | $18.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 398.35K | +183.2% | $13.47M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 15 | AQR Capital Management ✦ | 139.03K | +121.0% | $4.70M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 16 | Citadel Advisors ✦ | 19.93K | -95.2% | $674,168 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 17 | Baillie Gifford ✦ | 172 | New | $5,817 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Viking Global Investors | $87.32M | 0.3% |
| Baillie Gifford | $5,817 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 675 holders, 1.12B shares, $42.68B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.