Guru Ownership Trend
Guru Analysis for UBS Group AG (UBS)
UBS Group AG (UBS), a key player in the Financials sector, continues to attract institutional attention.
As of Q3 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $5.2 B.
Top institutional holders include Ken Fisher and Richard Pzena.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $425.06 M net inflow during the quarter.
Recent activity highlights Andreas Halvorsen who increased their stake by 407.5%. Conversely, Jefferies Group reduced exposure by 80.0%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.91% | Add 4.7% | 61,168,437 | $2.51 B | Q3 2025 | |
| 3.13% | Reduce -3.7% | 29,746,473 | $967.06 M | Q3 2025 | |
| 1.39% | Add 407.5% | 13,096,560 | $534.85 M | Q3 2025 | |
| 0.93% | Reduce -33.0% | 1,653,290 | $67.51 M | Q3 2025 | |
| 0.09% | Reduce -35.3% | 1,603,191 | $65.73 M | Q3 2025 | |
| 0.02% | Reduce -57.0% | 233,529 | $9.57 M | Q3 2025 | |
| 0.01% | Add 49.5% | 207,876 | $8.52 M | Q3 2025 | |
| 0.01% | Add 324.5% | 188,340 | $7.72 M | Q3 2025 | |
| 0.01% | Reduce -80.0% | 40,556 | $1.66 M | Q3 2025 | |
| 0.00% | New Buy | 6,743 | $275,517 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for UBS Group AG (UBS)
Major holders include Ken Fisher ($2.51 B), Richard Pzena ($967.06 M), Andreas Halvorsen ($534.85 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 107.94 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $425.06 M, with 5 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited UBS. The total reported sell value was $125.93 M.
Yes, 1 managers opened new positions in UBS, and 4 increased their existing holdings. The total reported buy value was $550.99 M.