Security record · archived quarter
UBS
UBS Group AG · Financial Services · Banks - Diversified
128Tracked holders
+6Δ holders
911.54MShares held
$35.33BReported value
+12New positions
−7Exits
Momentum inputs (comparable managers):
holder breadth +4.9% ·
share flow -6.4% ·
net new positions +3.9%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 106.89M | -23.9% | $4.18B | 0.7% | ▼ Trim | 2 | SEC ↗ ×10 |
| 2 | Vanguard Capital Management Llc | 97.26M | n/a | $3.79B | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Massachusetts Financial Services Co… | 65.54M | -4.5% | $2.60B | 0.9% | ▼ Trim | 2 | SEC ↗ ×9 |
| 4 | Fisher Asset Management ✦ | 66.07M | +3.1% | $2.58B | 0.9% | ▲ Add | 7 | SEC ↗ |
| 5 | Zurcher Kantonalbank (Zurich… | 56.67M | +14.4% | $2.17B | 4.7% | ▲ Add | 2 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 53.88M | -7.2% | $2.10B | 0.1% | ▼ Trim | 4 | SEC ↗ ×7 |
| 7 | Wellington Management ✦ | 49.92M | -13.4% | $1.91B | 0.4% | ▼ Trim | 8 | SEC ↗ ×8 |
| 8 | Pictet Asset Management Holding SA | 35.59M | -0.9% | $1.36B | 1.4% | ▼ Trim | 2 | SEC ↗ |
| 9 | Dodge & Cox ✦ | 33.64M | -0.1% | $1.31B | 0.7% | ▼ Trim | 8 | SEC ↗ |
| 10 | Deutsche Bank Ag\ | 31.92M | +7.8% | $1.25B | 0.4% | ▲ Add | 2 | SEC ↗ ×10 |
| 11 | JPMorgan Chase ✦ | 27.43M | -32.1% | $1.01B | 0.1% | ▼ Trim | 3 | SEC ↗ ×17 |
| 12 | Capital World Investors ✦ | 23.50M | -37.2% | $913.46M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 13 | Amundi | 23.29M | +16.9% | $910.13M | 0.2% | ▲ Add | 2 | SEC ↗ ×5 |
| 14 | Legal & General Group Plc | 23.40M | -0.9% | $894.98M | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Arrowstreet Capital ✦ | 18.85M | +7.5% | $728.34M | 0.4% | ▲ Add | 8 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 15.34M | -15.1% | $599.53M | 0.1% | ▼ Trim | 3 | SEC ↗ ×7 |
| 17 | Nuveen, LLC | 11.23M | -1.6% | $431.85M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 18 | Bank Of America Corp /De/ | 9.65M | -9.8% | $377.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 19 | Ninety One UK Ltd | 8.69M | -1.6% | $332.25M | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 20 | Canada Pension Plan Investment Board | 7.96M | -9.4% | $305.88M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 7.76M | +1.4% | $303.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 22 | Russell Investments Group, Ltd. | 7.74M | -8.0% | $295.37M | 0.3% | ▼ Trim | 2 | SEC ↗ ×25 |
| 23 | Qube Research & Technologies Ltd | 7.61M | +256.7% | $292.88M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 6.50M | -3.6% | $254.06M | 0.0% | ▼ Trim | 2 | SEC ↗ ×12 |
| 25 | Allianz Asset Management GmbH | 6.19M | -2.3% | $236.90M | 0.3% | ▼ Trim | 2 | SEC ↗ ×3 |
| 26 | Bank Julius Baer & Co. Ltd, Zurich | 6.11M | +7.2% | $235.72M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 27 | Citigroup Inc | 5.96M | -1.0% | $227.89M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 28 | DZ BANK AG Deutsche Zentral… | 5.85M | +18.2% | $223.86M | 0.2% | ▲ Add | 2 | SEC ↗ ×7 |
| 29 | Wcm Investment Management, Llc | 5.85M | +12.3% | $214.53M | 0.5% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Franklin Resources Inc | 5.10M | +4.0% | $199.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 31 | Janus Henderson Group Plc | 5.19M | -24.3% | $198.55M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 32 | AQR Capital Management ✦ | 4.69M | +572.1% | $180.60M | 0.1% | ▲ Add | 8 | SEC ↗ ×6 |
| 33 | BNP Paribas Asset Management… | 4.64M | +16.4% | $178.38M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Northern Trust Corp | 4.36M | -0.2% | $170.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 35 | Royal Bank Of Canada | 3.94M | -32.5% | $153.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×11 |
| 36 | BlackRock ✦ (passive) | 3.85M | -4.6% | $150.28M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 37 | Royal London Asset Management Ltd | 3.52M | -0.5% | $137.37M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 38 | Aviva Plc | 3.57M | +0.8% | $136.71M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 3.52M | +8400.2% | $128.10M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 40 | Jane Street Group, Llc | 2.95M | +878.1% | $115.27M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 41 | Td Asset Management Inc | 2.55M | +122.0% | $98.35M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 42 | Invesco Ltd. | 2.43M | +10.8% | $95.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×19 |
| 43 | Bank Of Montreal /Can/ | 2.46M | +12.2% | $94.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×10 |
| 44 | Korea Investment CORP | 2.28M | -5.9% | $87.17M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 45 | Captrust Financial Advisors | 2.10M | -0.1% | $81.88M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 46 | American Century Companies Inc | 2.02M | +13.1% | $78.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | FIL Ltd | 1.67M | -19.4% | $64.92M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 48 | Ameriprise Financial Inc | 1.66M | +45.7% | $64.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 49 | Susquehanna International Group, Llp | 1.57M | +7222.3% | $61.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 50 | Envestnet Asset Management Inc | 1.50M | +6.4% | $58.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | D. E. Shaw & Co. ✦ | 1.32M | +3.9% | $51.49M | 0.0% | ▲ Add | 8 | SEC ↗ ×3 |
| 52 | Manufacturers Life Insurance… | 1.23M | -12.7% | $47.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | State Of Wisconsin Investment Board | 1.16M | -7.6% | $44.52M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 54 | Credit Agricole S A | 932.56K | -46.8% | $36.43M | 0.1% | ▼ Trim | 2 | SEC ↗ ×8 |
| 55 | Alliancebernstein L.P. | 616.82K | -0.4% | $28.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Mackenzie Financial Corp | 714.89K | -22.9% | $27.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Renaissance Technologies ✦ | 686.99K | +232.5% | $26.84M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 58 | Raymond James Financial Inc | 686.02K | -0.8% | $26.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 59 | Citadel Advisors ✦ | 677.06K | +709.7% | $26.45M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 60 | Wells Fargo & Company/Mn | 653.61K | -3.4% | $25.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 61 | Quantinno Capital Management LP | 618.68K | +30.4% | $24.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Point72 Asset Management ✦ | 581.14K | +233.2% | $22.71M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 63 | Stifel Financial Corp | 560.65K | +1.2% | $21.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 64 | Charles Schwab Investment… | 531.87K | +9.9% | $20.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 65 | Grantham, Mayo, Van Otterloo & Co.… | 533.63K | +1325.2% | $20.41M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 66 | Millennium Management ✦ | 504.54K | +126.0% | $19.71M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 67 | Two Sigma Investments ✦ | 412.65K | +193.6% | $16.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Voya Investment Management Llc | 401.57K | -4.1% | $15.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Creative Planning | 379.94K | +6.4% | $14.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 70 | Lazard Asset Management Llc | 370.44K | +25.5% | $14.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Cibc World Market Inc. | 337.85K | -86.2% | $12.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | LPL Financial LLC | 299.84K | +5.9% | $11.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Neuberger Berman Group LLC | 295.36K | +43.4% | $11.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 74 | Tudor Investment Corp Et Al | 276.00K | New | $10.78M | 0.1% | New | 1 | SEC ↗ |
| 75 | Bnp Paribas Financial Markets | 262.18K | +5073.3% | $10.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Assenagon Asset Management S.A. | 259.29K | +2.9% | $9.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Caisse De Depot Et Placement Du… | 249.27K | New | $9.53M | 0.0% | New | 1 | SEC ↗ |
| 78 | Victory Capital Management Inc | 294.06K | New | $9.04M | 0.0% | New | 1 | SEC ↗ |
| 79 | Mariner, LLC | 227.77K | +4.8% | $8.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 80 | Cerity Partners LLC | 214.38K | +34.2% | $8.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 81 | Squarepoint Ops LLC | 194.26K | New | $7.59M | 0.0% | New | 1 | SEC ↗ |
| 82 | First Trust Advisors Lp | 185.46K | +16.8% | $7.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 83 | Sei Investments Co | 176.27K | +6.4% | $6.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 84 | TD Waterhouse Canada Inc. | 154.29K | +666.7% | $6.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Peak6 Llc | 147.22K | New | $5.75M | 0.2% | New | 1 | SEC ↗ |
| 86 | Cetera Investment Advisers | 139.47K | +6.1% | $5.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | HighTower Advisors, LLC | 138.00K | +2.5% | $5.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Clearbridge Investments, LLC | 137.75K | +2.4% | $5.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Pnc Financial Services Group, Inc. | 127.06K | +6.2% | $4.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 90 | Balyasny Asset Management L.P. | 123.80K | New | $4.84M | 0.0% | New | 1 | SEC ↗ |
| 91 | Simplex Trading, Llc | 122.32K | +130.7% | $4.78M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 92 | Ensign Peak Advisors, Inc | 115.79K | -17.4% | $4.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Us Bancorp \De\ | 110.83K | +5.4% | $4.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 94 | Assetmark, Inc | 102.25K | +31.1% | $4.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Mercer Global Advisors Inc /Adv | 97.51K | -1.9% | $3.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Mml Investors Services, Llc | 94.88K | -15.7% | $3.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Corient Private Wealth LP | 110.06K | -52.7% | $3.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 98 | Walleye Trading LLC | 81.50K | +196.2% | $3.18M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 99 | T. Rowe Price ✦ | 80.25K | New | $3.14M | 0.0% | New | 1 | SEC ↗ |
| 100 | Northwestern Mutual Wealth… | 80.21K | +13.7% | $3.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Tudor Investment Corp Et Al | $10.78M | 0.1% |
| Caisse De Depot Et Placement… | $9.53M | 0.0% |
| Victory Capital Management Inc | $9.04M | 0.0% |
| Squarepoint Ops LLC | $7.59M | 0.0% |
| Peak6 Llc | $5.75M | 0.2% |
| Balyasny Asset Management L.P. | $4.84M | 0.0% |
| T. Rowe Price | $3.14M | 0.0% |
Exited
| Norges Bank | $4.89B | was 0.5% |
| Viking Global Investors | $425.96M | was 1.1% |
| Alyeska Investment Group, L.P. | $99.03M | was 0.3% |
| Marshall Wace | $84.87M | was 0.1% |
| Man Group plc | $2.74M | was 0.0% |
| 1832 Asset Management L.P. | $2.11M | was 0.0% |
| Financial Engines Advisors… | $207,747 | 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: Q1 2026 ·
Methodology ·
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