UBS Group

UBS

Also listed on its home exchange as UBSG (SW), where funds report holdings that 13F filings leave out.

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding

In their latest 13F (Q3 2026)

See who

Value held

$1.7bn

Combined value at quarter end

Last quarter

0 bought

1 sold or trimmed

Price at Q2 ’26 end

$49.54

+27.4% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+5.0%Q3 ’24

-1.2%Q4 ’24

+0.6%Q1 ’25

+10.4%Q2 ’25

+21.5%Q3 ’25

+12.5%Q4 ’25

-15.9%Q1 ’26

+27.4%Q2 ’26

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

1Q4 ’23

1Q1 ’24

1Q2 ’24

1Q3 ’24

1Q4 ’24

1Q1 ’25

1Q2 ’25

1Q3 ’25

1Q4 ’25

1Q1 ’26

1Q2 ’26

0Q3 ’26

Counts the managers on this site whose 13F for that quarter includes UBS Group.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding UBS Group

Dodge & Cox	0.9%$1.7bn	$1.7bn	Trimmed 0.0%	32 qtrs

Download the holders: CSV · JSON · Markdown

Held through its listing in Zurich (UBSG)

The same company’s shares listed in Zurich, held in the full portfolios of US-registered funds (N-PORT). A 13F can’t show these. See the UBSG page.

Funds holding UBS Group through UBSG

Dodge & Cox International Stock FundDodge & Cox	2.4%	Unchanged	$1.6bn

About the company

Sector: Financials · National Commercial Banks
Financial year ends: 31 December
Shares outstanding: 3.34bn at 31 Dec 2025
SEC filings: Annual reports and other filings on EDGAR