Security record · archived quarter
UBS
UBS Group AG · Financial Services · Banks - Diversified
19Tracked holders
0Δ holders
528.73MShares held
$21.67BReported value
+0New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +12.3% · net new positions -5.3% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
Ownership over time
| 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 | — | — |
Who holds it · Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 137.35M | +1.5% | $5.65B | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | JPMorgan Chase ✦ | 69.55M | — | $2.85B | 0.1% | n/c | 1 | SEC ↗ ×30 |
| 3 | Wellington Management ✦ | 63.67M | +254.9% | $2.60B | 0.5% | ▲ Add | 6 | SEC ↗ ×9 |
| 4 | Fisher Asset Management ✦ | 61.17M | +4.7% | $2.51B | 0.9% | ▲ Add | 5 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 48.46M | -0.3% | $1.98B | 0.1% | ▼ Trim | 2 | SEC ↗ ×7 |
| 6 | Dodge & Cox ✦ | 42.64M | -6.6% | $1.75B | 0.9% | ▼ Trim | 6 | SEC ↗ |
| 7 | Capital World Investors ✦ | 37.34M | +1.1% | $1.53B | 0.2% | ▲ Add | 6 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 20.91M | — | $857.20M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 9 | Arrowstreet Capital ✦ | 19.43M | +3.7% | $794.54M | 0.5% | ▲ Add | 6 | SEC ↗ |
| 10 | Viking Global Investors ✦ | 13.10M | +407.5% | $534.85M | 1.4% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 7.71M | — | $316.26M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 12 | BlackRock ✦ (passive) | 4.20M | +5.4% | $172.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 13 | Renaissance Technologies ✦ | 1.60M | -35.3% | $65.73M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 818.82K | +105.5% | $33.57M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 15 | Millennium Management ✦ | 236.32K | -66.5% | $9.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Point72 Asset Management ✦ | 233.53K | -57.0% | $9.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 207.88K | +49.5% | $8.52M | 0.0% | ▲ Add | 6 | SEC ↗ ×4 |
| 18 | Citadel Advisors ✦ | 94.17K | +372.4% | $3.86M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 19 | Baillie Gifford ✦ | 172 | 0.0% | $7,052 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Norges Bank | $4.88B | was 0.6% |
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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2025 ·
Methodology ·
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