13F

Stock

UBS Group AG

UBS · held by 678 managers

Reported value

$43.7B

Holders

678

+84 new · −89 exited

Holders’ est. mark

−$6.95B

Price effect on 228 books still in the name

Largest holder

$4.18B

UBS Group AG

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
UBS Group AG106.9M$4.18B−$773.9MCut−$2.33B
VANGUARD CAPITAL MANAGEMENT LLC97.3M$3.79BHeld
MASSACHUSETTS FINANCIAL SERVICES CO /MA/65.5M$2.6B−$433.8MCut−$576.4M
Fisher Asset Management, LLC66.1M$2.58B−$464.1MCut−$387.3M
Zurcher Kantonalbank (Zurich Cantonalbank)56.7M$2.17B−$416.5MCut−$143.2M
Fidelity53.9M$2.1B−$410.8MCut−$607.2M
WELLINGTON MANAGEMENT GROUP LLP49.9M$1.91B−$419.8MCut−$780.5M
Cevian Capital II GP LTD48.1M$1.88B−$348.4MCut−$348.4M
Pictet Asset Management Holding SA35.6M$1.36B−$299.3MCut−$315.2M
Dodge & Cox33.6M$1.31B−$246.7MCut−$247.7M
DEUTSCHE BANK AG\31.9M$1.25B−$214.3MCut−$123.8M
VANGUARD FIDUCIARY TRUST CO27.5M$1.07BHeld
JPMORGAN CHASE & CO27.4M$1.01B−$264.5MCut−$864.6M
Capital World Investors23.5M$913.5M−$172.7MCut−$815.5M
Amundi23.3M$910.1M−$144.2MCut−$12.4M
Legal & General Group Plc23.4M$895M−$196.8MCut−$206.5M
PZENA INVESTMENT MANAGEMENT LLC26.5M$815.7M−$165.4MCut−$284.8M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP18.9M$728.3M−$137.7MCut−$86.6M
GOLDMAN SACHS GROUP INC15.3M$599.5M−$111.1MCut−$237M
Vontobel Holding Ltd.15.1M$581.5M−$112.9MCut−$65.2M
VANGUARD ASSET MANAGEMENT, Ltd14.1M$550.3MHeld
Nuveen, LLC11.2M$431.8M−$90.9MCut−$99.3M
BANK OF AMERICA CORP /DE/9.65M$377.2M−$69.9MCut−$118.7M
Ninety One UK Ltd8.69M$332.3M−$73.1MCut−$79.7M
CANADA PENSION PLAN INVESTMENT BOARD7.96M$305.9M−$64.7MCut−$102.9M
MORGAN STANLEY7.76M$303.3M−$55.4MCut−$51.2M
CAISSE DES DEPOTS ET CONSIGNATIONS7.81M$298.8M−$65.7MCut−$70.8M
Russell Investments Group, Ltd.7.74M$295.4M−$65.6MCut−$97.1M
Qube Research & Technologies Ltd7.61M$292.9M−$17.3MAdded$193.5M
Banque Cantonale Vaudoise7.14M$273.1M−$56.7MCut−$41.3M
Bank of New York Mellon Corp6.5M$254.1M−$47.1MCut−$58.5M
Allianz Asset Management GmbH6.19M$236.9M−$52.1MCut−$58.8M
Bank Julius Baer & Co. Ltd, Zurich6.11M$235.7M−$44.7MCut−$28.9M
CITIGROUP INC5.96M$227.9M−$50.1MCut−$53M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main5.85M$223.9M−$39.7MCut−$5.27M
WCM INVESTMENT MANAGEMENT, LLC5.85M$214.5M−$51.3MCut−$27.9M
Compagnie Lombard Odier SCmA5.27M$201.6M−$44.3MCut−$49.5M
FRANKLIN RESOURCES INC5.1M$199M−$34.9MCut−$27.3M
JANUS HENDERSON GROUP PLC5.19M$198.5M−$43.7MCut−$121.5M
M&G PLC4.98M$193.2M−$35.1MCut−$16.5M
Icahn Capital4.69M$180.6M−$5.58MAdded$148.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A.4.64M$178.4M$153.1MAdded$178.2M
NORTHERN TRUST CORP4.36M$170.2M−$31.5MCut−$32M
ROYAL BANK OF CANADA3.94M$153.8M−$28.5MCut−$116M
BlackRock, Inc.3.85M$150.3M−$27.8MCut−$36.4M
ROYAL LONDON ASSET MANAGEMENT LTD3.52M$137.4M−$25.5MCut−$26.3M
AVIVA PLC3.57M$136.7M−$29.3MCut−$28.3M
LGT Group Foundation3.44M$132.2M−$28MCut−$38.8M
JONES FINANCIAL COMPANIES LLLP3.52M$128.1M−$409.7KAdded$126.2M
SIH Partners, LLLP3.11M$121.4M−$18.9MAdded$347.6K
JANE STREET GROUP, LLC2.95M$115.3M−$2.18MAdded$101.3M
PUBLIC SECTOR PENSION INVESTMENT BOARD2.54M$101.2M−$16.7MCut−$13.3M
TD Asset Management Inc2.55M$98.4M−$9.3MAdded$44.8M
Invesco Ltd.2.43M$95M−$15.9MCut−$6.63M
BANK OF MONTREAL /CAN/2.46M$94.6M−$17.8MCut−$7.54M
Liontrust Investment Partners LLP2.46M$94M−$18.8MCut−$10.2M
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2.39M$92M−$19.5MCut−$22.6M
Korea Investment CORP2.28M$87.2M−$19.2MCut−$25.8M
CAPTRUST FINANCIAL ADVISORS2.1M$81.9M−$15.2MCut−$15.3M
Generali Asset Management SPA SGR2.65M$81.6M−$15.5MCut−$10.1M
AMERICAN CENTURY COMPANIES INC2.02M$79M−$12.9MCut−$3.8M
MOORE CAPITAL MANAGEMENT, LP2.04M$78.3M−$16.8MCut−$24.1M
State of Tennessee, Department of Treasury1.94M$74.1M−$16.6MCut−$12.9M
Exane Asset Management1.88M$66.7M−$5.33MAdded$37.8M
FIL Ltd1.67M$64.9M−$12.8MCut−$31.5M
AMERIPRISE FINANCIAL INC1.66M$64.8M−$8.4MAdded$11.9M
BANQUE PICTET & CIE SA1.67M$63.7M−$12.8MCut−$7.23M
Vanguard Investments Australia, Ltd.1.58M$61.6MHeld
SUSQUEHANNA INTERNATIONAL GROUP, LLP1.57M$61.2M−$154.8KAdded$60.2M
ENVESTNET ASSET MANAGEMENT INC1.5M$58.7M−$10.2MCut−$6.69M
ABN AMRO Bank N.V.1.47M$56.7M−$11.5MCut−$31.1M
Lansforsakringar Fondforvaltning AB (publ)1.41M$53.9M−$11.5MCut−$9.83M
BRANDES INVESTMENT PARTNERS, LP1.37M$53.5M−$9.91MCut−$10.1M
Life Cycle Investment Partners Ltd1.72M$52.8M−$9.42MCut−$3.06M
D. E. Shaw & Co., Inc.1.32M$51.5M−$9.18MCut−$7.24M
ASR Vermogensbeheer N.V.1.32M$50.4M−$7.27MAdded$10.1M
Crocodile Capital Partners GmbH1.17M$49.6M−$4.24MHeld
Patient Capital Management, LLC1.24M$48.5M−$8.6MCut−$6.46M
MANUFACTURERS LIFE INSURANCE COMPANY, THE1.23M$47.5M−$10.2MCut−$18.5M
Vanguard Global Advisers, LLC1.21M$47.1MHeld
STATE OF WISCONSIN INVESTMENT BOARD1.16M$44.5M−$9.79MCut−$14.3M
SEB Asset Management AB1.16M$44.3MHeld
J. Safra Sarasin Holding AG1.09M$41.5M−$9.23MCut−$10.8M
CREDIT AGRICOLE S A932.6K$36.4M−$6.75MCut−$44.8M
EFG International AG892.8K$34.9M−$3.81MAdded$10.5M
ALLIANCEBERNSTEIN L.P.616.8K$28.6M$1Cut−$120.6K
MACKENZIE FINANCIAL CORP714.9K$27.5M−$5.81MCut−$15.7M
Renaissance Technologies687K$26.8M−$1.5MAdded$17.3M
RAYMOND JAMES FINANCIAL INC686K$26.8M−$4.97MCut−$5.22M
Citadel677.1K$26.5M−$605.4KAdded$22.6M
Channing Global Advisors, LLC684.8K$26.2M−$5.73MCut−$5.77M
WELLS FARGO & COMPANY/MN653.6K$25.5M−$4.73MCut−$5.8M
Haven Global Partners, LLC658.6K$25.2M−$5.54MCut−$6.02M
EDMOND DE ROTHSCHILD HOLDING S.A.652.8K$25.1M−$4.46MCut−$277.2K
LEVIN CAPITAL STRATEGIES, L.P.633.5K$24.8M−$4.59MCut−$5.76M
Systrade AG627.3K$24.5M−$4.72MCut−$4.63M
Gemsstock Ltd.630.7K$24.2MNew
Quantinno Capital Management LP618.7K$24.2M−$3.44MAdded$2.2M
Point72 Asset Management, L.P.581.1K$22.7M−$1.26MAdded$14.6M
ANTIPODES PARTNERS Ltd587.1K$22.5M−$4.94MCut−$19.1M
Fiera Capital Corp571.9K$22.3M−$4.14MCut−$4.17M
Zurich Insurance Group Ltd/FI580K$22.2M−$4.81MCut−$17.4M
STIFEL FINANCIAL CORP560.6K$21.9M−$4.01MCut−$3.74M
Mediolanum International Funds Ltd588.3K$21.7M−$5.29MCut−$3.54M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC531.9K$20.8M−$3.5MCut−$1.62M
Grantham, Mayo, Van Otterloo & Co. LLC533.6K$20.4M−$314.9KAdded$18.7M
USS Investment Management Ltd521.9K$20.1M−$4.21MCut−$4M
Baker Avenue Asset Management, LP509.6K$19.9M−$3.64MCut−$3.4M
MILLENNIUM MANAGEMENT LLC504.5K$19.7M−$1.62MAdded$9.37M
PBU - The Pension Fund of Early Childhood & Youth Educators490.5K$18.8M−$3.19MAdded$1.07M
WORLDQUANT MILLENNIUM ADVISORS LLC488K$18.7M−$4.01MCut−$5.25M
O'SHAUGHNESSY ASSET MANAGEMENT, LLC464.5K$18.1M−$3.36MCut−$3.47M
TWO SIGMA INVESTMENTS, LP412.7K$16.1M−$1.02MAdded$9.61M
LGT Fund Management Co Ltd.415.5K$16M−$2.39MAdded$2.27M
VOYA INVESTMENT MANAGEMENT LLC401.6K$15.4M−$3.38MCut−$4.17M
Gator Capital Management, LLC380.2K$14.9M−$379.6KAdded$12.4M
Creative Planning379.9K$14.8M−$2.59MCut−$1.69M
GREAT LAKES ADVISORS, LLC366.2K$14.3M−$2.65MCut−$14M
LAZARD ASSET MANAGEMENT LLC370.4K$14.2M−$2.4MAdded$494.1K
GARDNER LEWIS ASSET MANAGEMENT L P363.5K$14.2M−$2.63MCut−$2.84M
Pictet North America Advisors SA369.9K$14.1M−$3.11MCut−$3.11M
Maryland State Retirement & Pension System355.5K$13.7M−$2.7MCut−$1.77M
Andra AP-fonden442.1K$13.6M−$406KAdded$11.2M
RBF Capital, LLC340K$13.3M−$2.46MCut−$2.46M
CIBC WORLD MARKET INC.337.9K$13M−$2.78MCut−$101.8M
PRUDENTIAL PLC323K$12.4M−$2.63MCut−$3.3M
Baader Bank Aktiengesellschaft321.8K$12.4M−$2.64MCut−$4.46M
PDT Partners, LLC305.3K$11.7M−$2.51MCut−$2.51M
LPL Financial LLC299.8K$11.7M−$2.05MCut−$1.39M
MetLife Investment Management, LLC300.2K$11.5M−$2.31MCut−$1.79M
NEUBERGER BERMAN GROUP LLC295.4K$11.4M−$1.62MAdded$1.83M
CONTRAVISORY INVESTMENT MANAGEMENT, INC.290.5K$11.4M−$2.1MCut−$2.98M
CHILTON INVESTMENT CO INC.285.2K$11.1M−$1.78MCut−$268.3K
TUDOR INVESTMENT CORP ET AL276K$10.8MNew
Henry James International Management Inc.272.4K$10.6M−$1.97MCut−$5.17M
BNP PARIBAS FINANCIAL MARKETS262.2K$10.2M−$36.7KAdded$10M
Assenagon Asset Management S.A.259.3K$9.92M−$2.12MCut−$1.84M
Caisse de depot et placement du Quebec249.3K$9.53MNew
Value Partners Investments Inc.240.1K$9.39M−$1.73MCut−$1.73M
Promethos Capital, LLC233.1K$9.11M−$1.68MCut−$1.67M
VICTORY CAPITAL MANAGEMENT INC294.1K$9.04MNew
Mariner, LLC227.8K$8.89M−$1.58MCut−$1.17M
GROUPAMA ASSET MANAGMENT288.1K$8.85M−$957.2KAdded$3.18M
Crossmark Global Holdings, Inc.226.1K$8.84M−$1.64MCut−$2.29M
Pathstone Holdings, LLC219.2K$8.51M−$1.67MCut−$1.88M
Cerity Partners LLC214.4K$8.38M−$1.16MAdded$975.9K
INTECH INVESTMENT MANAGEMENT LLC218.4K$8.35M−$1.53MCut−$131.4K
RPg Family Wealth Advisory, LLC209.5K$8.19M−$1.52MCut−$1.64M
Walleye Capital LLC199.4K$7.79M−$36.1KAdded$7.56M
Osmosis Investment Management UK Ltd201.3K$7.71M−$1.14MAdded$1.36M
Squarepoint Ops LLC194.3K$7.59MNew
FIRST TRUST ADVISORS LP185.5K$7.23M−$1.2MCut−$157.3K
Vanguard Personalized Indexing Management, LLC176.3K$6.89M−$1.28MCut−$1.96M
SEI INVESTMENTS CO176.3K$6.89M−$1.2MCut−$784.7K
M&T Bank Corp173K$6.75M−$1.25MCut−$2.11M
QRG CAPITAL MANAGEMENT, INC.168.7K$6.59M−$1.15MCut−$793.4K
ELEVATION POINT WEALTH PARTNERS, LLC166.2K$6.49M−$1.08MCut−$401.7K
Laird Norton Wetherby Trust Company, LLC166K$6.49M−$1.2MCut−$1.54M
INSPIRE TRUST CO, N.A.160K$6.25M−$941.2KAdded$230.9K
TD Waterhouse Canada Inc.154.3K$6.12M−$134KAdded$5.18M
RITHOLTZ WEALTH MANAGEMENT155.2K$6.07M−$1.12MCut−$1.13M
Campbell & CO Investment Adviser LLC151.3K$5.9MNew
Triasima Portfolio Management inc.148.3K$5.79M−$1.05MCut−$892.6K
NLB Skladi, upravljanje premozenja, d.o.o.150.6K$5.79M−$1.22MCut−$3.42M
NatWest Group plc147.9K$5.78M−$1MCut−$645.4K
PEAK6 LLC147.2K$5.75MNew
Y-Intercept (Hong Kong) Ltd143.6K$5.61M−$666.3KAdded$1.35M
Banco Santander, S.A.141K$5.6M−$33.2KAdded$5.37M
Alberta Investment Management Corp142.5K$5.48M−$1.16MCut−$2.44M
Cetera Investment Advisers139.5K$5.45M−$951.3KCut−$636.1K
Callan Family Office, LLC139.3K$5.44M−$996.4KCut−$929.1K
HighTower Advisors, LLC138K$5.39M−$974.8KCut−$843.4K
Vestmark Advisory Solutions, Inc.134.3K$5.25M−$972.3KCut−$2.52M
Clearbridge Investments, LLC137.8K$5.25M−$1.11MCut−$985.3K
HELIOS CAPITAL MANAGEMENT PTE. LTD136K$5.23M−$1.11MCut−$1.11M
Ninety One North America, Inc.135.3K$5.17M−$1.13MCut−$1.1M
Quantbot Technologies LP127.9K$5M−$317.3KAdded$2.97M
Gradient Investments LLC127.3K$4.97M−$331.8KAdded$2.85M
PNC Financial Services Group, Inc.127.1K$4.96M−$865.8KCut−$574.2K
Balyasny Asset Management L.P.123.8K$4.84MNew
SIMPLEX TRADING, LLC122.3K$4.78M−$383.9KAdded$2.32M
Orion Porfolio Solutions, LLC116.8K$4.56M−$845.8KCut−$1.02M
PLATINUM INVESTMENT MANAGEMENT LTD117.5K$4.5M−$984.1KCut−$984.1K
Ensign Peak Advisors, Inc115.8K$4.43M−$973.7KCut−$2.11M
US BANCORP \DE\110.8K$4.33M−$761.5KCut−$540.4K
Timber Creek Capital Management LLC109.2K$4.26M−$790.3KCut−$986K
QUADRANT CAPITAL GROUP LLC108.9K$4.26M−$778.7KCut−$724.7K
Pacer Advisors, Inc.3.03M$4.26M$88.9KAdded$97.7K
Plato Investment Management Ltd108.7K$4.16M−$932.9KCut−$1.5M
ASSETMARK, INC102.3K$4M−$564.8KAdded$382.6K
MERCER GLOBAL ADVISORS INC /ADV97.5K$3.81M−$705.9KCut−$793.6K
Bank Pictet & Cie (Europe) AG98.7K$3.78M−$808.2KCut−$708K
MML INVESTORS SERVICES, LLC94.9K$3.71M−$687KCut−$1.5M
Corient Private Wealth LLC110.1K$3.48M−$1.62MCut−$1.64M
Karl Kapital LLC88.9K$3.47MNew
CenterBook Partners LP86.5K$3.38MNew
Metis Global Partners, LLC86.5K$3.31M−$725.1KCut−$1.26M
Independent Advisor Alliance84.7K$3.31M−$613.1KCut−$685.1K
HIGHLAND CAPITAL MANAGEMENT, LLC84K$3.28M−$607.9KCut−$621.8K
Walleye Trading LLC81.5K$3.18M−$199.2KAdded$1.91M
Bleakley Financial Group, LLC80.5K$3.14M−$465.1KAdded$168.2K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO80.2K$3.13M−$510.8KCut−$133.1K
SIGNATUREFD, LLC79.9K$3.12M−$577.8KCut−$574.6K
OLD MISSION CAPITAL LLC74.4K$3.04MNew
Ethic Inc.76.1K$2.97M−$321.4KAdded$917.4K
GLENMEDE TRUST CO NA75.7K$2.96M−$547.7KCut−$557K
GROUP ONE TRADING LLC75.1K$2.93M−$507.3KCut−$311.3K
EQUITABLE TRUST CO75K$2.93M−$533.1KCut−$479.6K
ARGA Investment Management, LP75.3K$2.89M−$619.1KCut−$1.45M
CREDIT INDUSTRIEL ET COMMERCIAL74.1K$2.85M−$130.5KAdded$2.1M
Vident Advisory, LLC72.8K$2.84M−$504.1KCut−$377.9K
BTC Capital Management, Inc.72.6K$2.84M−$418.1KAdded$170K
Permanent Capital Management, LP64.5K$2.83M−$153.1KCut−$291.7K
CLOVERFIELDS CAPITAL GROUP, LP72.1K$2.82M−$519.5KCut−$504.9K
Stamos Capital Partners, L.P.70.4K$2.75M−$338KAdded$587.9K
Advisors Capital Management, LLC70K$2.73M−$470.4KCut−$275.3K
Alaethes Wealth, LLC69.8K$2.73M−$504.8KCut−$500.2K
IEQ CAPITAL, LLC69.7K$2.72M−$379.5KAdded$294.9K
Schonfeld Strategic Advisors LLC69.4K$2.71M−$213KAdded$1.35M
Integrated Wealth Concepts LLC69.3K$2.71M−$34.9KAdded$2.48M
Banque Transatlantique SA70.2K$2.7M−$39.7KAdded$2.47M
CHOREO, LLC69.1K$2.7M−$514.5KCut−$538.7K
IMC-Chicago, LLC67.6K$2.64MNew
MITCHELL CAPITAL MANAGEMENT CO67.4K$2.63M−$487.8KCut−$1.79M
Groupe la Francaise66.5K$2.55M−$553.9KCut−$1.48M
Trivant Custom Portfolio Group, LLC64.5K$2.52M−$465.4KCut−$458.2K
Altman Advisors, Inc.63.2K$2.47M−$457.5KCut−$771K
HSBC HOLDINGS PLC62.9K$2.44M−$39.9KAdded$2.2M
Wealth Alliance Advisory Group, LLC61K$2.38M−$441.4KCut−$465.7K
Jefferies Financial Group Inc.60.8K$2.35M−$481.8KCut−$7.4M
Orca Wealth Management, LLC59.8K$2.34M−$520.3KCut−$536.4K
OPAL CAPITAL LLC58.8K$2.3M−$425KCut−$1.51M
TrueMark Investments, LLC58.8K$2.3M−$425.7KCut−$1.49M
Vise Technologies, Inc.48.9K$2.27M$0Held
Sequoia Financial Advisors, LLC56.8K$2.22M−$271.9KAdded$481K
Focus Partners Wealth55K$2.18M−$344.8KCut−$195.9K
South Shore Capital Advisors56.7K$2.17MNew
Bellecapital International Ltd.56.1K$2.15MNew
Marex Group plc53.1K$2.07M−$372.2KCut−$307K
Legacy Wealth Asset Management, LLC52.6K$2.05M−$380.6KCut−$474.9K
MITCHELL & PAHL PRIVATE WEALTH, LLC51.2K$2M−$370.7KCut−$396.1K
Rockefeller Capital Management L.P.50.1K$1.96M−$238.1KAdded$434.8K
CIM, LLC50.1K$1.96M−$361.2KCut−$348.3K
TRUIST FINANCIAL CORP49K$1.92M−$285KAdded$92.2K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC47.1K$1.86M−$368.2KCut−$4.39M
YOUSIF CAPITAL MANAGEMENT, LLC45.7K$1.78M−$337.9KCut−$337.9K
XTX Topco Ltd45.5K$1.78MNew
Advisors Asset Management, Inc.45.3K$1.77M−$328.1KCut−$433.6K
Clearstead Advisors, LLC45.2K$1.77M−$112.7KAdded$1.05M
Allspring Global Investments Holdings, LLC45.2K$1.74MNew

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.