UBS Group AG — Institutional Ownership
Which tracked institutions hold UBS, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
27
Funds holding
$3105870397
Total value held
Buying
17 added/new · 9 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Goldman Sachs Group Inc | $873831258 | 22365786 | +147454 | +0.66% |
| 2 | Bank Of America Corp /De/ | $377220238 | 9654984 | -1053388 | -9.84% |
| 3 | Citigroup Inc | $373954766 | 8015846 | -1921967 | -19.34% |
| 4 | Morgan Stanley | $303311493 | 7763249 | +109124 | +1.43% |
| 5 | Franklin Resources Inc | $199035144 | 5101601 | +194387 | +3.96% |
| 6 | Janus Henderson Group Plc | $198545161 | 5193433 | +5193433 | NEW BUY |
| 7 | Northern Trust Corp | $170224317 | 4356906 | -10112 | -0.23% |
| 8 | Royal Bank Of Canada | $156719000 | 3953387 | +3953387 | NEW BUY |
| 9 | Blackrock, Inc. | $150280265 | 3846436 | -184481 | -4.58% |
| 10 | Invesco Ltd. | $101665735 | 2195330 | +415224 | +23.33% |
| 11 | Bank Of Montreal /Can/ | $94608307 | 2461029 | +2461029 | NEW BUY |
| 12 | Wells Fargo & Company/Mn | $31340773 | 676756 | +19320 | +2.94% |
| 13 | Raymond James Financial Inc | $26802672 | 686017 | -5367 | -0.78% |
| 14 | Nomura Holdings Inc | $17581500 | 450000 | +450000 | NEW BUY |
| 15 | M&T Bank Corp | $8866514 | 191650 | +54241 | +39.47% |
| 16 | Sei Investments Co | $6887017 | 176266 | +176266 | NEW BUY |
| 17 | Pnc Financial Services Group, Inc. | $4964109 | 127057 | +7465 | +6.24% |
| 18 | Us Bancorp \De\ | $4330245 | 110833 | +5659 | +5.38% |
| 19 | Marex Group Plc | $2074031 | 53085 | -26328 | -33.15% |
| 20 | Truist Financial Corp | $1915149 | 49018 | +9654 | +24.52% |
| 21 | Citizens Financial Group Inc/Ri | $634106 | 16230 | -2645 | -14.01% |
| 22 | Pinnacle Financial Partners, Inc. | $395644 | 10126 | +10126 | NEW BUY |
| 23 | Hilltop Holdings Inc. | $244544 | 6360 | -3130 | -32.98% |
| 24 | Park National Corp /Oh/ | $206211 | 5278 | -3805 | -41.89% |
| 25 | Atlantic Union Bankshares Corp | $118739 | 2564 | — | Held |
| 26 | Fifth Third Bancorp | $90369 | 2313 | +20 | +0.87% |
| 27 | Barclays Plc | $23090 | 591 | +591 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.