UBS Group AG: which funds bought and sold

Institutions that bought and sold UBS Group AG shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 410 institutions that filed 13F reports for both quarters added to or opened positions in UBS Group AG, and 277 cut or closed them. Together they added a net 39.4M shares, +3.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 2.3M shares (−0.5%); index fund managers were net buyers of 1.4M shares (+1.0%). 133 opened a new position and 56 sold out entirely.

Bought, Q2 2026 410 institutions, 133 of them new holders Sold, Q2 2026 277 institutions, 56 of them sold out

Net change, all compared +39.4M shares (+3.4%)

Net change, active managers −2.3M shares (−0.5%), 24 bought, 31 sold

Buyers versus sellers

institutions compared, 802

410 bought 115 277 sold

Active managers and hedge funds 24 bought · 31 sold · −2.3M

Index fund managers 7 bought · 0 sold · +1.4M

Other institutions 379 bought · 246 sold · +40.3M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Assenagon Asset Management S.A.	+32.8M +12655.0%	33.1M	$1.6B
Wellington Management Group LLP Active manager	+9.6M +19.3%	59.6M	$3B
Dimensional Fund Advisors LP	+4.9M New position	4.9M	$243M
Goldman Sachs Group Inc	+4.5M +29.1%	19.8M	$982M
Clearbridge Investments, LLC Active manager	+3.2M +2292.0%	3.3M	$163M
Liontrust Investment Partners LLP Active manager	+2.5M New position	2.5M	$122M
Viking Global Investors LP Hedge fund	+2.4M New position	2.4M	$121M
Canada Pension Plan Investment Board	+2.3M +28.6%	10.2M	$507M
Jpmorgan Chase & Co	+2.2M +8.1%	29.7M	$1.5B
Amundi	+2.2M +9.3%	25.5M	$1.3B
1832 Asset Management L.P.	+1.7M New position	1.7M	$84.1M
FMR LLC Active manager	+1.7M +3.1%	55.5M	$2.8B
Royal Bank Of Canada	+1.6M +41.7%	5.6M	$276M
Citigroup Inc	+1.3M +21.4%	7.2M	$359M
Pictet Asset Management Holding SA	+1.2M +3.2%	36.7M	$1.8B
Asr Vermogensbeheer N.V.	+1.1M +82.3%	2.4M	$119M
Dje Kapital AG	+984K New position	984K	$49M
Vanguard Capital Management LLC Index funds	+816K +0.8%	98.1M	$4.9B
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main	+805K +13.8%	6.7M	$330M
Grantham, Mayo, Van Otterloo & Co. LLC Active manager	+775K +145.2%	1.3M	$65M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Wellington Management Group LLP Active manager	+9.6M +19.3%	59.6M	$3B
Clearbridge Investments, LLC Active manager	+3.2M +2292.0%	3.3M	$163M
Liontrust Investment Partners LLP Active manager	+2.5M New position	2.5M	$122M
Viking Global Investors LP Hedge fund	+2.4M New position	2.4M	$121M
FMR LLC Active manager	+1.7M +3.1%	55.5M	$2.8B
Grantham, Mayo, Van Otterloo & Co. LLC Active manager	+775K +145.2%	1.3M	$65M
Franklin Resources Inc Active manager	+725K +14.2%	5.8M	$289M
Acadian Asset Management LLC Active manager	+585K +19.7%	3.6M	$177M
American Century Companies Inc Active manager	+360K +17.8%	2.4M	$118M
Alliancebernstein L.P. Active manager	+359K +58.2%	976K	$38.1M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Capital World Investors Active manager	−9.0M −38.1%	14.5M	$721M
Deutsche Bank Ag\	−7.8M −24.4%	24.1M	$1.2B
Pzena Investment Management LLC Active manager	−3.9M −14.8%	22.6M	$906M
Sih Partners, LLLP	−3.0M −96.8%	98K	$4.9M
Massachusetts Financial Services Co Active manager	−2.6M −4.0%	62.9M	$3.2B
Jane Street Group, LLC	−2.2M −74.7%	746K	$37M
Qube Research & Technologies Ltd Hedge fund	−2.1M −28.1%	5.5M	$271M
Arrowstreet Capital, Limited Partnership Hedge fund	−1.8M −9.6%	17.0M	$844M
Exane Asset Management	−1.7M −90.4%	181K	$8.3M
Ninety One Uk Ltd	−1.6M −17.9%	7.1M	$354M
Zurcher Kantonalbank (Zurich Cantonalbank)	−1.4M −2.5%	55.2M	$2.7B
Susquehanna International Group, LLP	−1.4M −91.5%	133K	$6.6M
Russell Investments Group, Ltd.	−1.3M −17.2%	6.4M	$318M
Legal & General Group PLC	−1.3M −5.5%	22.1M	$1.1B
Fisher Asset Management, LLC Active manager	−1.2M −1.7%	64.9M	$3.2B
Nuveen, LLC	−745K −6.6%	10.5M	$520M
D. E. Shaw & Co., Inc. Hedge fund	−734K −55.7%	584K	$28.9M
Renaissance Technologies LLC Hedge fund	−687K Sold out	0	—
Gemsstock Ltd.	−631K Sold out	0	—
Point72 Asset Management, L.P. Hedge fund	−581K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Capital World Investors Active manager	−9.0M −38.1%	14.5M	$721M
Pzena Investment Management LLC Active manager	−3.9M −14.8%	22.6M	$906M
Massachusetts Financial Services Co Active manager	−2.6M −4.0%	62.9M	$3.2B
Qube Research & Technologies Ltd Hedge fund	−2.1M −28.1%	5.5M	$271M
Arrowstreet Capital, Limited Partnership Hedge fund	−1.8M −9.6%	17.0M	$844M
Fisher Asset Management, LLC Active manager	−1.2M −1.7%	64.9M	$3.2B
D. E. Shaw & Co., Inc. Hedge fund	−734K −55.7%	584K	$28.9M
Renaissance Technologies LLC Hedge fund	−687K Sold out	0	—
Point72 Asset Management, L.P. Hedge fund	−581K Sold out	0	—
Antipodes Partners Ltd Hedge fund	−562K −95.8%	25K	$1.2M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Dimensional Fund Advisors LP	4.9M	$243M
Liontrust Investment Partners LLPActive manager	2.5M	$122M
Viking Global Investors LPHedge fund	2.4M	$121M
1832 Asset Management L.P.	1.7M	$84.1M
Dje Kapital AG	984K	$49M
Van Eck Associates Corp	180K	$8.9M
Tidal Investments LLC	167K	$8.3M
Marshall Wace, LLPHedge fund	155K	$7.7M
Dixon Mitchell Investment Counsel Inc.	146K	$7.2M
Mizuho Markets Cayman LP	130K	$6.4M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Renaissance Technologies LLCHedge fund	687K	$26.8M
Gemsstock Ltd.	631K	$24.2M
Point72 Asset Management, L.P.Hedge fund	581K	$22.7M
Pbu - The Pension Fund Of Early Childhood & Youth Educators	491K	$18.8M
Chilton Investment Co Inc.	285K	$11.1M
Victory Capital Management IncActive manager	294K	$9M
Walleye Capital LLCHedge fund	199K	$7.8M
Alberta Investment Management Corp	143K	$5.5M
Balyasny Asset Management L.P.Hedge fund	124K	$4.8M
Karl Kapital LLC	89K	$3.5M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 759
Ten largest holders: 53.1%
Index fund managers: 10.5%
Active managers and hedge funds: 33.2%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	24	31	6	8	−2.3M	−0.5%
Index fund managers	7	0	0	0	+1.4M	+1.0%
Other institutions	379	246	127	48	+40.3M	+6.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on UBS Group AG.

Only managers that filed a holdings report for both quarters are compared (802 here). 28 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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