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 Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $5.36 B.
Top institutional holders include Ken Fisher and Richard Pzena.
Institutional sentiment is currently Bearish. This is evidenced by a $105.73 M net outflow during the quarter.
Recent activity highlights Jeremy Grantham who increased their stake by 145.2%. Conversely, Richard Pzena reduced exposure by 14.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for UBS Group AG (UBS)
Major holders include Ken Fisher ($3.22 B), Richard Pzena ($905.52 M), Cliff Asness ($239.45 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 98.34 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $105.73 M, with 5 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited UBS. The total reported sell value was $274.93 M.
Yes, 1 managers opened new positions in UBS, and 4 increased their existing holdings. The total reported buy value was $169.2 M.
