Follow-The-Filings

Security

UBS

Ubs Group AG · SHS

Equity holders as of 2026 Q1 (each manager’s latest book)

17 owners 1 new 2 exits max 2.7% (Richard Pzena - Pzena Inv...)

grid → activity →
owners 17
max % 2.7%
tracked value $16.6B
qoq N 1 A 10 R 4 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Richard Pzena - Pzena Investment Management LLC 2026 Q1 2.7% Reduce -0.65 pp 26,544,355 $816M hist
Samantha Mclemore - Patient Capital Management, LLC 2026 Q1 1.8% Add -0.35 pp 1,241,955 $49M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.9% Add -0.14 pp 66,074,238 $2.6B hist
Dodge & Cox 2026 Q1 0.7% Reduce -0.12 pp 33,644,642 $1.3B hist
Norges Bank 2025 Q4 stale 0.5% Exit -0.52 pp 104,982,026 $4.9B hist
Natixis Advisors, LLC 2026 Q1 0.2% Reduce -0.06 pp 4,127,014 $161M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Add +0.01 pp 139,105,725 $6.4B hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add +0.07 pp 4,693,103 $181M hist
Renaissance Technologies LLC 2026 Q1 0.0% Add +0.03 pp 686,991 $27M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 1,317,954 $51M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Add +0.02 pp 581,139 $23M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 504,544 $20M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 140,530 $7M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% New 0.0% 123,796 $5M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 677,062 $26M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 6,021 $235 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 2,207 $86 hist
Andreas Halvorsen - Viking Global Investors LP exited 2026 Q1 last 2025 Q4 1.1% Exit -1.13 pp 9,128,817 $426M hist
Marshall Wace - Marshall Wace, LLP exited 2026 Q1 last 2025 Q4 0.1% Exit -0.08 pp 1,819,630 $85M hist

17 current · 2 exited last period · options excluded

ownership over time

filing count by report period · click a bar for that quarter’s holders