# UBS Group AG (UBS) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: H42097107
Page URL: https://superinvestorclub.com/stock/UBS
Last updated: 2026-07-08T11:37:41.059Z

## Summary

As of the most recent 13F filing period, UBS Group AG (UBS) is held by 3 tracked superinvestors with an aggregate position value of $2.17B representing 033644642265443551241955 shares.

## Top institutional holders (3)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Dodge & Cox](https://superinvestorclub.com/manager/16) | Dodge & Cox | 33644642 | $1.31B | 0.72% | 2026-03-31 |
| 2 | [Richard Pzena](https://superinvestorclub.com/manager/288) | Pzena Investment Management | 26544355 | $815.7M | 2.65% | 2026-03-31 |
| 3 | [Samantha McLemore](https://superinvestorclub.com/manager/294) | Patient Capital Management | 1241955 | $48.5M | 1.77% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2023-12-31: 1 holders, $2.86B aggregate, 092331951 shares
- 2024-03-31: 1 holders, $2.32B aggregate, 075422942 shares
- 2024-06-30: 2 holders, $2.31B aggregate, 0734422425186506 shares
- 2024-09-30: 1 holders, $2.26B aggregate, 073371442 shares
- 2024-12-31: 1 holders, $2.24B aggregate, 073497042 shares
- 2025-03-31: 3 holders, $3.08B aggregate, 072608792293508252043053 shares
- 2025-06-30: 4 holders, $2.53B aggregate, 0456359423090239225804121937639 shares
- 2025-09-30: 4 holders, $3.32B aggregate, 04264144229746473130965601500849 shares
- 2025-12-31: 4 holders, $3.14B aggregate, 0336653422977457391288171187326 shares
- 2026-03-31: 3 holders, $2.17B aggregate, 033644642265443551241955 shares

## Recent congressional trades (11)

- 2025-12-12: Sheri Biggs (Republican-SC) sale $15,001 - $50,000
- 2025-08-08: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000
- 2025-05-27: Ro Khanna (Democrat-CA) purchase $50,001 - $100,000
- 2025-05-22: Ro Khanna (Democrat-CA) purchase $15,001 - $50,000
- 2025-05-22: Ro Khanna (Democrat-CA) purchase $100,001 - $250,000
- 2025-04-28: Ro Khanna (Democrat-CA) purchase $100,001 - $250,000
- 2025-04-21: Bruce Westerman (Republican-AR) sale $1,001 - $15,000
- 2025-04-10: Darrell Issa (Republican-CA) sale $25,000,001 - $50,000,000
- 2025-03-07: Mikie Sherrill (Democrat-NJ) sale $250,001 - $500,000
- 2025-03-03: Bruce Westerman (Republican-AR) purchase $1,001 - $15,000
- 2024-10-02: Ro Khanna (Democrat-CA) purchase $50,001 - $100,000

## Recent insider transactions (0)


## Citation

When citing, use: "UBS Group AG (UBS) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/UBS), aggregating SEC 13F, Form 4, and congressional disclosures."