UBS institutional holders

Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.

668 institutional managers reported holding UBS for the quarter ended Mar 31, 2026. Together they hold about 36% of shares outstanding; the top 10 hold 21%. 82 opened new positions; 74 closed out. Complete ranked register from SEC 13F filings.

Largest holders

managershares% outvalue (Mar 31, 2026 close)changeheld since
Vanguard Group141.85M4.50%$5.54Badded +1.8%2015 Q1
UBS106.89M3.39%$4.18Btrimmed -23.9%≤2013
Fisher Investments66.07M2.10%$2.58Badded +3.1%2024 Q3
MFS Investment Management65.54M2.08%$2.56Btrimmed -4.5%≤2013
Zurcher Kantonalbank (Zurich Cantonalbank)56.67M1.80%$2.22Badded +14.4%≤2013
FMR (Fidelity)53.88M1.71%$2.11Btrimmed -7.3%≤2013
Wellington Management49.92M1.58%$1.95Btrimmed -13.4%≤2013
Cevian Capital II GP LTD (focused)48.12M1.53%$1.88Bunchanged2023 Q4
Pictet Asset Management Holding SA35.59M1.13%$1.39Btrimmed -0.9%2019 Q4
Dodge & Cox33.64M1.07%$1.32Bunchanged2015 Q3
Deutsche Bank AG\31.92M1.01%$1.25Badded +7.8%≤2013
Pzena Investment Management26.54M0.84%$1.04Btrimmed -10.8%≤2013
Capital Group (American Funds)23.50M0.75%$918.5Mtrimmed -37.2%2023 Q1
Legal & General Group PLC23.40M0.74%$914.8Mtrimmed -0.9%2022 Q3
Amundi23.29M0.74%$910.6Madded +16.9%2017 Q4
Arrowstreet Capital18.85M0.60%$736.9Madded +7.6%2023 Q1
Goldman Sachs15.34M0.49%$599.8Mtrimmed -15%≤2013
Vontobel Holding LTD.15.13M0.48%$591.3Madded +8.9%2021 Q2
Nuveen11.23M0.36%$438.9Mtrimmed -1.6%2020 Q4
Bank OF America CORP /DE/9.65M0.31%$377.4Mtrimmed -9.8%≤2013
Ninety One UK LTD8.69M0.28%$339.6Mtrimmed -1.6%2025 Q4
CPP Investment Board7.96M0.25%$311.0Mtrimmed -9.4%≤2013
Caisse DES Depots ET Consignations7.81M0.25%$305.4Mtrimmed -1.4%2024 Q4
Morgan Stanley7.76M0.25%$303.5Madded +1.4%≤2013
Russell Investments Group, LTD.7.74M0.25%$302.5Mtrimmed -8%2016 Q4
Qube Research & Technologies LTD7.61M0.24%$297.6Madded +256.7%2024 Q3
Banque Cantonale Vaudoise7.14M0.23%$279.2Madded +6%2019 Q4
BNY Mellon6.50M0.21%$254.2Mtrimmed -3.6%≤2013
Allianz Asset Management GmbH6.20M0.20%$242.3Mtrimmed -2.3%2015 Q2
Bank Julius Baer & CO. LTD, Zurich6.11M0.19%$239.0Madded +7.2%2024 Q1
Citigroup INC5.96M0.19%$232.9Mtrimmed -1%≤2013
WCM Investment Management5.85M0.19%$228.7Madded +12.3%2023 Q2
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main5.85M0.18%$228.5Madded +18.2%2016 Q4
Compagnie Lombard Odier SCmA5.27M0.17%$206.1Mtrimmed -2.1%2016 Q1
Janus Henderson5.19M0.17%$203.0Mtrimmed -24.3%2018 Q1
Franklin Resources5.10M0.16%$199.4Madded +4%≤2013
M&G PLC4.98M0.16%$194.7Madded +10.7%2019 Q4
BNP Paribas Financial Markets4.90M0.16%$191.6Madded +22.8%2020 Q1
AQR Capital4.69M0.15%$183.5Madded +572.1%2024 Q1
Northern Trust4.36M0.14%$170.3Munchanged≤2013
DekaBank Deutsche Girozentrale4.27M0.14%$166.9Munchanged2017 Q1
Natixis Advisors, LLC4.13M0.13%$161.3Mtrimmed -4.7%≤2013
Royal Bank OF Canada3.94M0.13%$153.8Mtrimmed -32.4%≤2013
LGT Group Foundation3.85M0.12%$150.7Mtrimmed -2.8%2021 Q4
BlackRock3.85M0.12%$150.4Mtrimmed -4.6%≤2013
Aviva PLC3.57M0.11%$139.6Madded +0.8%≤2013
Jones Financial Companies Lllp3.52M0.11%$137.5Madded +8400.3%2023 Q3
Royal London Asset Management LTD3.52M0.11%$137.4Mtrimmed -0.5%2022 Q1
Canada Life Assurance CO3.17M0.10%$123.8Mtrimmed -1.7%2018 Q3
SIH Partners, Lllp3.11M0.10%$121.5Madded +18.9%2024 Q4

Largest 50 of 668 shown; the full ranked, searchable register is at boothcheck.com/holders/UBS. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.

UBS research report · UBS stock page