Security record
UBS
UBS Group AG · Financial Services · Banks - Diversified
126Tracked holders
-1Δ holders
1.04BShares held
$51.81BReported value
+7New positions
−7Exits
Momentum inputs (comparable managers):
holder breadth -0.8% ·
share flow +4.2% ·
net new positions 0.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 107.14M | +0.2% | $5.31B | 0.8% | ▲ Add | 3 | SEC ↗ ×6 |
| 2 | Vanguard Capital Management Llc | 98.08M | +0.8% | $4.86B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Norges Bank ✦ (passive) | 95.85M | New | $4.75B | 0.5% | New | 1 | SEC ↗ |
| 4 | Fisher Asset Management ✦ | 64.92M | -1.8% | $3.22B | 1.0% | ▼ Trim | 8 | SEC ↗ |
| 5 | Massachusetts Financial Services Co… | 62.93M | -4.0% | $3.20B | 1.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 6 | Wellington Management ✦ | 59.55M | +19.3% | $2.96B | 0.5% | ▲ Add | 9 | SEC ↗ ×8 |
| 7 | Fidelity (FMR) ✦ | 55.54M | +3.1% | $2.75B | 0.1% | ▲ Add | 5 | SEC ↗ ×7 |
| 8 | Zurcher Kantonalbank (Zurich… | 55.23M | -2.5% | $2.74B | 5.3% | ▼ Trim | 3 | SEC ↗ |
| 9 | Pictet Asset Management Holding SA | 36.74M | +3.2% | $1.82B | 1.7% | ▲ Add | 3 | SEC ↗ |
| 10 | Dodge & Cox ✦ | 33.63M | 0.0% | $1.67B | 0.9% | ▼ Trim | 9 | SEC ↗ |
| 11 | Assenagon Asset Management S.A. | 33.07M | +12655.0% | $1.64B | 1.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | JPMorgan Chase ✦ | 29.67M | +8.1% | $1.47B | 0.1% | ▲ Add | 4 | SEC ↗ ×17 |
| 13 | Amundi | 25.46M | +9.3% | $1.26B | 0.3% | ▲ Add | 3 | SEC ↗ ×6 |
| 14 | Deutsche Bank Ag\ | 24.15M | -24.4% | $1.20B | 0.3% | ▼ Trim | 3 | SEC ↗ ×9 |
| 15 | Legal & General Group Plc | 22.12M | -5.5% | $1.10B | 0.2% | ▼ Trim | 3 | SEC ↗ ×3 |
| 16 | Goldman Sachs Group ✦ | 19.81M | +29.1% | $981.57M | 0.1% | ▲ Add | 4 | SEC ↗ ×7 |
| 17 | Arrowstreet Capital ✦ | 17.03M | -9.6% | $844.22M | 0.4% | ▼ Trim | 9 | SEC ↗ |
| 18 | Capital World Investors ✦ | 14.55M | -38.1% | $720.56M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 19 | Nuveen, LLC | 10.48M | -6.6% | $520.26M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 20 | Bank Of America Corp /De/ | 10.33M | +6.9% | $511.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 21 | Canada Pension Plan Investment Board | 10.23M | +28.6% | $507.14M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 7.69M | -0.9% | $381.34M | 0.0% | ▼ Trim | 4 | SEC ↗ ×11 |
| 23 | Citigroup Inc | 7.23M | +21.4% | $359.27M | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 24 | Ninety One UK Ltd | 7.13M | -17.9% | $354.25M | 0.8% | ▼ Trim | 3 | SEC ↗ |
| 25 | DZ BANK AG Deutsche Zentral… | 6.65M | +13.8% | $329.91M | 0.3% | ▲ Add | 3 | SEC ↗ ×6 |
| 26 | Bank of New York Mellon Corp | 6.58M | +1.1% | $325.87M | 0.1% | ▲ Add | 3 | SEC ↗ ×14 |
| 27 | Allianz Asset Management GmbH | 6.41M | +3.4% | $318.19M | 0.3% | ▲ Add | 3 | SEC ↗ ×2 |
| 28 | Russell Investments Group, Ltd. | 6.41M | -17.2% | $318.05M | 0.3% | ▼ Trim | 3 | SEC ↗ ×24 |
| 29 | Wcm Investment Management, Llc | 6.15M | +5.1% | $304.39M | 0.6% | ▲ Add | 3 | SEC ↗ ×2 |
| 30 | Franklin Resources Inc | 5.83M | +14.2% | $288.64M | 0.1% | ▲ Add | 3 | SEC ↗ ×10 |
| 31 | Bank Julius Baer & Co. Ltd, Zurich | 5.60M | -8.4% | $278.08M | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 32 | Royal Bank Of Canada | 5.58M | +41.7% | $276.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×12 |
| 33 | Qube Research & Technologies Ltd | 5.47M | -28.1% | $271.32M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 34 | Dimensional Fund Advisors Lp | 4.89M | New | $242.54M | 0.0% | New | 1 | SEC ↗ ×5 |
| 35 | BNP Paribas Asset Management… | 4.87M | +5.0% | $241.43M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 36 | AQR Capital Management ✦ | 4.83M | +3.0% | $239.45M | 0.1% | ▲ Add | 9 | SEC ↗ ×6 |
| 37 | Northern Trust Corp | 4.39M | +0.7% | $217.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 38 | Jones Financial Companies Lllp | 4.13M | +17.4% | $202.68M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 39 | BlackRock ✦ (passive) | 4.04M | +5.1% | $200.30M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 40 | Aviva Plc | 3.69M | +3.3% | $182.80M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 41 | Royal London Asset Management Ltd | 3.47M | -1.4% | $171.90M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 42 | Clearbridge Investments, LLC | 3.30M | +2292.0% | $163.30M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 43 | Td Asset Management Inc | 3.28M | +28.7% | $163.08M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 44 | Viking Global Investors ✦ | 2.44M | New | $120.77M | 0.3% | New | 1 | SEC ↗ |
| 45 | American Century Companies Inc | 2.38M | +17.8% | $118.05M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 46 | Invesco Ltd. | 2.27M | -6.7% | $112.49M | 0.0% | ▼ Trim | 3 | SEC ↗ ×19 |
| 47 | Korea Investment CORP | 2.13M | -6.5% | $105.83M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 2.04M | -16.9% | $101.30M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 49 | Captrust Financial Advisors | 2.04M | -2.8% | $100.95M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 50 | 1832 Asset Management L.P. | 1.70M | New | $84.10M | 0.1% | New | 1 | SEC ↗ |
| 51 | Envestnet Asset Management Inc | 1.69M | +12.2% | $83.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Ameriprise Financial Inc | 1.65M | -0.7% | $82.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 53 | Credit Agricole S A | 1.64M | +76.3% | $81.49M | 0.2% | ▲ Add | 3 | SEC ↗ ×8 |
| 54 | FIL Ltd | 1.57M | -5.8% | $77.73M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 55 | Grantham, Mayo, Van Otterloo & Co.… | 1.31M | +145.2% | $64.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 56 | State Of Wisconsin Investment Board | 1.19M | +2.3% | $59.14M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 57 | Manufacturers Life Insurance… | 1.17M | -5.0% | $58.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Wells Fargo & Company/Mn | 810.45K | +24.0% | $40.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 59 | Raymond James Financial Inc | 776.06K | +13.1% | $38.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 60 | Alliancebernstein L.P. | 976.10K | +58.2% | $38.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Quantinno Capital Management LP | 754.28K | +21.9% | $37.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Jane Street Group, Llc | 746.18K | -74.7% | $36.98M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 63 | Mackenzie Financial Corp | 884.67K | +23.8% | $35.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Charles Schwab Investment… | 657.65K | +23.6% | $32.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 65 | D. E. Shaw & Co. ✦ | 583.64K | -55.7% | $28.93M | 0.0% | ▼ Trim | 9 | SEC ↗ ×3 |
| 66 | Stifel Financial Corp | 580.68K | +3.6% | $28.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 67 | Two Sigma Investments ✦ | 475.31K | +15.2% | $23.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Creative Planning | 456.48K | +20.1% | $22.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 69 | Voya Investment Management Llc | 425.51K | +6.0% | $21.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Neuberger Berman Group LLC | 416.38K | +41.0% | $20.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 71 | Lazard Asset Management Llc | 386.66K | +4.4% | $19.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Citadel Advisors ✦ | 336.52K | -50.3% | $16.68M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 73 | Cibc World Market Inc. | 325.72K | -3.6% | $16.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | LPL Financial LLC | 325.54K | +8.6% | $16.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Tudor Investment Corp Et Al | 248.11K | -10.1% | $12.30M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 76 | Cerity Partners LLC | 245.47K | +14.5% | $12.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 77 | Mariner, LLC | 239.61K | +5.2% | $11.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 78 | Hrt Financial Lp | 198.42K | +163.5% | $9.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 79 | TD Waterhouse Canada Inc. | 187.90K | +21.8% | $9.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | First Trust Advisors Lp | 183.74K | -0.9% | $9.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 81 | Sei Investments Co | 171.98K | -2.4% | $8.52M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 82 | Tidal Investments LLC | 167.46K | New | $8.30M | 0.0% | New | 1 | SEC ↗ |
| 83 | Millennium Management ✦ | 165.36K | -67.2% | $8.20M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 84 | Mml Investors Services, Llc | 163.22K | +72.0% | $8.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Mercer Global Advisors Inc /Adv | 160.10K | +64.2% | $7.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Cetera Investment Advisers | 156.48K | +12.2% | $7.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Marshall Wace ✦ | 155.13K | New | $7.70M | 0.0% | New | 1 | SEC ↗ |
| 88 | Rockefeller Capital Management L.P. | 151.32K | +202.0% | $7.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 89 | Pnc Financial Services Group, Inc. | 137.06K | +7.9% | $6.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 90 | Assetmark, Inc | 135.35K | +32.4% | $6.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Susquehanna International Group, Llp | 133.18K | -91.5% | $6.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Us Bancorp \De\ | 130.51K | +17.8% | $6.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 93 | HighTower Advisors, LLC | 126.70K | -8.2% | $6.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Caisse De Depot Et Placement Du… | 126.35K | -49.3% | $6.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Ensign Peak Advisors, Inc | 115.79K | 0.0% | $5.75M | 0.0% | Held | 3 | SEC ↗ |
| 96 | Corient Private Wealth LP | 105.70K | -4.0% | $5.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 97 | Squarepoint Ops LLC | 80.94K | -58.3% | $4.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | T. Rowe Price ✦ | 77.56K | -3.4% | $3.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Northwestern Mutual Wealth… | 76.90K | -4.1% | $3.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Truist Financial Corp | 75.66K | +54.4% | $3.75M | 0.0% | ▲ Add | 3 | 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 | $4.75B | 0.5% |
| Dimensional Fund Advisors Lp | $242.54M | 0.0% |
| Viking Global Investors | $120.77M | 0.3% |
| 1832 Asset Management L.P. | $84.10M | 0.1% |
| Tidal Investments LLC | $8.30M | 0.0% |
| Marshall Wace | $7.70M | 0.0% |
Exited
| Renaissance Technologies | $26.84M | was 0.0% |
| Point72 Asset Management | $22.71M | was 0.0% |
| Victory Capital Management Inc | $9.04M | was 0.0% |
| Balyasny Asset Management L.P. | $4.84M | was 0.0% |
| Walleye Trading LLC | $3.18M | was 0.1% |
| Brown Advisory Inc | $324,047 | was 0.0% |
| Nomura Asset Management Co Ltd | $0 | 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: Q2 2026 ·
Methodology ·
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