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 Q1 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $4.97 B.
Top institutional holders include Ken Fisher and Richard Pzena.
Institutional sentiment is currently Bearish. This is evidenced by a $242.02 M net outflow during the quarter.
Recent activity highlights Jeremy Grantham who dramatically increased their stake. Conversely, Jefferies Group reduced exposure by 70.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for UBS Group AG (UBS)
Major holders include Ken Fisher ($2.58 B), Richard Pzena ($815.71 M), Cliff Asness ($180.6 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 101.5 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $242.02 M, with 6 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited UBS. The total reported sell value was $537.02 M.
Yes, 1 managers opened new positions in UBS, and 5 increased their existing holdings. The total reported buy value was $295 M.
