Security record · archived quarter
UBS
UBS Group AG · Financial Services · Banks - Diversified
123Tracked holders
+2Δ holders
1.12BShares held
$51.98BReported value
+4New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +1.7% ·
share flow -3.2% ·
net new positions +2.4%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 31.48M | $1.52B | n/a | −1 |
| Q2 2026 | 124 | -1 | 1.02B | $50.55B | +7 | −9 |
| 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 | n/a | −1 |
| Q2 2025 | 17 | +2 | 516.58M | $17.49B | +2 | n/a |
| 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 | n/a | 332.03M | $9.76B | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 140.49M | n/a | $6.51B | 1.3% | n/c | 1 | SEC ↗ ×9 |
| 2 | The Vanguard Group ✦ (passive) | 139.11M | +1.3% | $6.42B | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | Norges Bank ✦ (passive) | 104.98M | New | $4.89B | 0.5% | New | 1 | SEC ↗ |
| 4 | Massachusetts Financial Services Co… | 68.62M | n/a | $3.18B | 1.0% | n/c | 1 | SEC ↗ ×9 |
| 5 | Fisher Asset Management ✦ | 64.11M | +4.8% | $2.97B | 1.0% | ▲ Add | 6 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 58.10M | +19.9% | $2.71B | 0.1% | ▲ Add | 3 | SEC ↗ ×7 |
| 7 | Wellington Management ✦ | 57.65M | -9.4% | $2.69B | 0.5% | ▼ Trim | 7 | SEC ↗ ×9 |
| 8 | Zurcher Kantonalbank (Zurich… | 49.53M | n/a | $2.31B | 5.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 40.39M | -41.9% | $1.87B | 0.1% | ▼ Trim | 2 | SEC ↗ ×18 |
| 10 | Capital World Investors ✦ | 37.40M | +0.1% | $1.73B | 0.2% | ▲ Add | 7 | SEC ↗ |
| 11 | Pictet Asset Management Holding SA | 35.93M | n/a | $1.68B | 1.6% | n/c | 1 | SEC ↗ |
| 12 | Dodge & Cox ✦ | 33.67M | -21.1% | $1.56B | 0.8% | ▼ Trim | 7 | SEC ↗ |
| 13 | Deutsche Bank Ag\ | 29.61M | n/a | $1.37B | 0.4% | n/c | 1 | SEC ↗ ×11 |
| 14 | Legal & General Group Plc | 23.61M | n/a | $1.10B | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 15 | Amundi | 19.92M | n/a | $922.51M | 0.3% | n/c | 1 | SEC ↗ ×7 |
| 16 | Goldman Sachs Group ✦ | 18.06M | -13.6% | $836.51M | 0.1% | ▼ Trim | 2 | SEC ↗ ×6 |
| 17 | Arrowstreet Capital ✦ | 17.53M | -9.8% | $814.93M | 0.5% | ▼ Trim | 7 | SEC ↗ |
| 18 | Nuveen, LLC | 11.41M | n/a | $531.16M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 19 | Bank Of America Corp /De/ | 10.71M | n/a | $495.90M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 20 | Viking Global Investors ✦ | 9.13M | -30.3% | $425.96M | 1.1% | ▼ Trim | 3 | SEC ↗ |
| 21 | Ninety One UK Ltd | 8.83M | n/a | $411.92M | 0.9% | n/c | 1 | SEC ↗ |
| 22 | Canada Pension Plan Investment Board | 8.78M | n/a | $408.83M | 0.3% | n/c | 1 | SEC ↗ |
| 23 | Russell Investments Group, Ltd. | 8.41M | n/a | $392.51M | 0.4% | n/c | 1 | SEC ↗ ×27 |
| 24 | Morgan Stanley ✦ | 7.65M | -0.8% | $354.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 25 | Janus Henderson Group Plc | 6.86M | n/a | $320.07M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 26 | Bank of New York Mellon Corp | 6.75M | n/a | $312.54M | 0.1% | n/c | 1 | SEC ↗ ×12 |
| 27 | Allianz Asset Management GmbH | 6.34M | n/a | $295.66M | 0.3% | n/c | 1 | SEC ↗ ×3 |
| 28 | Citigroup Inc | 6.02M | n/a | $280.85M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 29 | Royal Bank Of Canada | 5.83M | n/a | $269.80M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 30 | Bank Julius Baer & Co. Ltd, Zurich | 5.70M | n/a | $264.60M | 0.7% | n/c | 1 | SEC ↗ |
| 31 | Wcm Investment Management, Llc | 5.21M | n/a | $242.42M | 0.5% | n/c | 1 | SEC ↗ |
| 32 | DZ BANK AG Deutsche Zentral… | 4.95M | n/a | $229.13M | 0.2% | n/c | 1 | SEC ↗ ×7 |
| 33 | Franklin Resources Inc | 4.91M | n/a | $226.38M | 0.1% | n/c | 1 | SEC ↗ ×9 |
| 34 | Northern Trust Corp | 4.37M | n/a | $202.24M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 35 | BlackRock ✦ (passive) | 4.03M | -4.1% | $186.67M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 36 | National Bank Of Canada /Fi/ | 3.58M | n/a | $167.11M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 37 | Aviva Plc | 3.54M | n/a | $164.99M | 0.3% | n/c | 1 | SEC ↗ |
| 38 | Royal London Asset Management Ltd | 3.53M | n/a | $163.67M | 0.3% | n/c | 1 | SEC ↗ |
| 39 | BNP Paribas Asset Management… | 3.98M | n/a | $147.25M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 40 | Cibc World Market Inc. | 2.46M | n/a | $114.76M | 0.2% | n/c | 1 | SEC ↗ |
| 41 | Korea Investment CORP | 2.42M | n/a | $112.95M | 0.2% | n/c | 1 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 2.19M | n/a | $102.15M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 43 | Invesco Ltd. | 2.20M | n/a | $101.67M | 0.0% | n/c | 1 | SEC ↗ ×21 |
| 44 | Qube Research & Technologies Ltd | 2.13M | n/a | $99.40M | 0.1% | n/c | 1 | SEC ↗ |
| 45 | Alyeska Investment Group, L.P. | 2.14M | n/a | $99.03M | 0.3% | n/c | 1 | SEC ↗ |
| 46 | Captrust Financial Advisors | 2.10M | n/a | $97.14M | 0.2% | n/c | 1 | SEC ↗ |
| 47 | FIL Ltd | 2.07M | n/a | $96.44M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 48 | Marshall Wace ✦ | 1.82M | New | $84.87M | 0.1% | New | 1 | SEC ↗ ×3 |
| 49 | American Century Companies Inc | 1.79M | n/a | $82.79M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Credit Agricole S A | 1.75M | n/a | $81.23M | 0.2% | n/c | 1 | SEC ↗ ×7 |
| 51 | Manufacturers Life Insurance… | 1.41M | n/a | $66.01M | 0.1% | n/c | 1 | SEC ↗ |
| 52 | Envestnet Asset Management Inc | 1.41M | n/a | $65.44M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | State Of Wisconsin Investment Board | 1.26M | n/a | $58.79M | 0.1% | n/c | 1 | SEC ↗ |
| 54 | D. E. Shaw & Co. ✦ | 1.27M | +54.9% | $58.73M | 0.0% | ▲ Add | 7 | SEC ↗ ×3 |
| 55 | Td Asset Management Inc | 1.15M | n/a | $53.60M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Ameriprise Financial Inc | 1.14M | n/a | $52.89M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 57 | Mackenzie Financial Corp | 926.69K | n/a | $43.17M | 0.1% | n/c | 1 | SEC ↗ |
| 58 | AQR Capital Management ✦ | 698.23K | +235.9% | $32.44M | 0.0% | ▲ Add | 7 | SEC ↗ ×5 |
| 59 | Raymond James Financial Inc | 691.38K | n/a | $32.02M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 60 | Wells Fargo & Company/Mn | 676.75K | n/a | $31.34M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 61 | Alliancebernstein L.P. | 619.42K | n/a | $28.69M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Stifel Financial Corp | 553.79K | n/a | $25.65M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 63 | Charles Schwab Investment… | 483.81K | n/a | $22.41M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Quantinno Capital Management LP | 474.48K | n/a | $21.97M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Voya Investment Management Llc | 418.67K | n/a | $19.53M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Creative Planning | 357.07K | n/a | $16.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 67 | Jane Street Group, Llc | 301.64K | n/a | $13.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 68 | Lazard Asset Management Llc | 295.19K | n/a | $13.75M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | LPL Financial LLC | 283.01K | n/a | $13.11M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Assenagon Asset Management S.A. | 252.04K | n/a | $11.76M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Corient Private Wealth LP | 232.90K | n/a | $10.79M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 72 | Millennium Management ✦ | 223.25K | -5.5% | $10.34M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 73 | Mariner, LLC | 217.25K | n/a | $10.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 74 | Neuberger Berman Group LLC | 205.94K | n/a | $9.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 75 | Renaissance Technologies ✦ | 206.59K | -87.1% | $9.57M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 76 | Point72 Asset Management ✦ | 174.43K | -25.3% | $8.08M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 77 | Sei Investments Co | 165.66K | n/a | $7.67M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 78 | Cerity Partners LLC | 159.79K | n/a | $7.40M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 79 | First Trust Advisors Lp | 158.75K | n/a | $7.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 80 | Ensign Peak Advisors, Inc | 140.09K | n/a | $6.54M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Two Sigma Investments ✦ | 140.53K | New | $6.51M | 0.0% | New | 1 | SEC ↗ |
| 82 | Wealth Enhancement Advisory… | 132.19K | n/a | $6.25M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | HighTower Advisors, LLC | 134.64K | n/a | $6.24M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Clearbridge Investments, LLC | 134.58K | n/a | $6.23M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Cetera Investment Advisers | 131.40K | n/a | $6.09M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Pnc Financial Services Group, Inc. | 119.59K | n/a | $5.54M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 87 | Mml Investors Services, Llc | 112.53K | n/a | $5.21M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Us Bancorp \De\ | 105.17K | n/a | $4.87M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 89 | Mercer Global Advisors Inc /Adv | 99.40K | n/a | $4.60M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Citadel Advisors ✦ | 83.62K | -11.2% | $3.87M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 91 | Assetmark, Inc | 78.00K | n/a | $3.61M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Northwestern Mutual Wealth… | 70.54K | n/a | $3.27M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Group One Trading Llc | 70.07K | n/a | $3.25M | 0.1% | n/c | 1 | SEC ↗ |
| 94 | Man Group plc | 59.06K | n/a | $2.74M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Simplex Trading, Llc | 53.03K | n/a | $2.46M | 0.1% | n/c | 1 | SEC ↗ |
| 96 | Focus Partners Wealth | 51.29K | n/a | $2.38M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | 1832 Asset Management L.P. | 45.50K | n/a | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Jones Financial Companies Lllp | 41.39K | n/a | $1.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 99 | Rhumbline Advisers | 40.22K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Truist Financial Corp | 39.36K | n/a | $1.82M | 0.0% | n/c | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $4.89B | 0.5% |
| Marshall Wace | $84.87M | 0.1% |
| Two Sigma Investments | $6.51M | 0.0% |
Exited
| Baillie Gifford | $7,052 | was 0.0% |
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: Q4 2025 ·
Methodology ·
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