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 Q4 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.94 B.
Top institutional holders include Ken Fisher and Richard Pzena.
Institutional sentiment is currently Bearish. This is evidenced by a $65.42 M net outflow during the quarter.
Recent activity highlights Jeremy Grantham who increased their stake by 455.3%. Conversely, Renaissance Technologies reduced exposure by 87.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for UBS Group AG (UBS)
Major holders include Ken Fisher ($2.97 B), Richard Pzena ($1.1 B), Andreas Halvorsen ($425.96 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 106.54 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $65.42 M, with 8 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited UBS. The total reported sell value was $260.27 M.
Yes, 2 managers opened new positions in UBS, and 6 increased their existing holdings. The total reported buy value was $194.86 M.
