Updated
UBS GroupUBS · Financial Services
$47.78-2.03%
Market cap$156.6B
IndustryBanks - Diversified
UBS Group (UBS) Superinvestor holders
23 of the superinvestors we track hold UBS Group (UBS) in their latest 13F filings, $7.7B in total.
Summary
The largest holder is Ken Fisher (Fisher Investments), with $3.1B, 0.9% of the portfolio.
In their latest quarter: 2 opened a new position, 7 added, 11 trimmed.
Who holds it
Each investor's latest 13F filing, largest stake first. What a 13F shows.
| Investor | Last change | Shares | Value | % of portfolio | Filed for |
|---|---|---|---|---|---|
| Ken Fisher Fisher Investments |
Trimmed | 63,800,525 | $3.1B | 0.9% | Q3 2026 |
| Dodge & Cox | Trimmed | 33,630,342 | $1.7B | 0.9% | Q2 2026 |
| Arrowstreet Capital | Trimmed | 17,034,727 | $844M | 0.4% | Q2 2026 |
| Richard Pzena Pzena Investment Management |
Trimmed | 15,322,845 | $617M | 1.8% | Q3 2026 |
| Acadian Acadian Asset Management |
Added | 7,284,910 | $351M | 0.4% | Q3 2026 |
| WCM Investment Management | Added | 6,150,458 | $304M | 0.6% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | 4,831,556 | $239M | 0.1% | Q2 2026 |
| Hersh Cohen ClearBridge Investments |
Added | 3,295,070 | $163M | 0.1% | Q2 2026 |
| Andreas Halvorsen Viking Global Investors |
New position | 2,435,805 | $121M | 0.3% | Q2 2026 |
| Louis Bacon Moore Capital Management |
Trimmed | 1,858,635 | $92M | 2.2% | Q2 2026 |
| Charles Brandes Brandes Investment Partners, LP |
Added | 1,398,641 | $69M | 0.5% | Q2 2026 |
| Jeremy Grantham GMO |
Added | 1,308,707 | $65M | 0.1% | Q2 2026 |
| David Shaw D. E. Shaw & Co. |
Trimmed | 583,637 | $29M | 0.0% | Q2 2026 |
| Two Sigma Two Sigma Investments |
Added | 475,312 | $24M | 0.0% | Q2 2026 |
| John Gardner Gardner Lewis Asset Management |
Held | 363,525 | $18M | 4.0% | Q2 2026 |
| Derek Pilecki Gator Capital Management |
Trimmed | 346,600 | $17M | 3.7% | Q2 2026 |
| Paul Tudor Jones Tudor Investment Corp |
Trimmed | 248,111 | $12M | 0.1% | Q2 2026 |
| Paul Marshall Marshall Wace |
New position | 155,130 | $8M | 0.0% | Q2 2026 |
| Ensign Peak Ensign Peak Advisors |
Held | 115,794 | $6M | 0.0% | Q2 2026 |
| Peter Muller PDT Partners |
Trimmed | 67,648 | $3M | 0.2% | Q2 2026 |
| Alger Fred Alger Management |
Trimmed | 10,692 | $529,896 | 0.0% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Held | 6,021 | $298,401 | 0.0% | Q2 2026 |
| Fred DiSanto Ancora Holdings |
Trimmed | 999 | $49,510 | 0.0% | Q2 2026 |
Holders by quarter
| Quarter | Superinvestors holding it |
|---|---|
| Q2 2026 | 23 |
| Q1 2026 | 23 |
| Q4 2025 | 26 |
| Q3 2025 | 22 |
| Q2 2025 | 22 |
| Q1 2025 | 16 |
| Q4 2024 | 16 |
| Q3 2024 | 16 |
Questions about UBS Group
Which superinvestors own UBS Group?
23 of the superinvestors we track hold UBS Group (UBS) in their latest 13F filings, $7.7B in total. Ken Fisher, Dodge & Cox, Arrowstreet Capital, Richard Pzena, Acadian, WCM Investment Management.
Who is the largest superinvestor holder of UBS?
The largest holder is Ken Fisher (Fisher Investments), with $3.1B, 0.9% of the portfolio.
From UBS Group's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.