UBS

UBS Group AG

Institutional Holdings

Latest 13F data

Total Institutional Value

$3.14B

Total Shares Held

73.76M

Institutions

4

Institutional Holders (4)

Latest 13F positions

Dodge & Cox
CIK: 200217
33.7M$1556.3M49.6%
-21%
Feb 13, 2026
Pzena Investment Management LLC
CIK: 1027796
29.8M$1100.5M35.1%
-
Feb 6, 2026
Viking Global Investors LP
CIK: 1103804
9.1M$426.0M13.6%
+100%
Feb 17, 2026
Patient Capital Management LLC
CIK: 1854794
1.2M$55.0M1.8%
-21%
Feb 13, 2026

Congressional Trades

(5 total)
View all →
MemberTypeAmountDate
RBruce Westerman
 Sell$1K - $15KApr 21, 2025
DMikie Sherrill
 Sell$250K - $500KMar 7, 2025
RBruce Westerman
 Buy$1K - $15KMar 3, 2025
DMikie Sherrill
 Sell$50K - $100KMay 14, 2024
DMikie Sherrill
 Sell$250K - $500KMay 13, 2024

Insider Transactions

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SEC Form 4 filings for UBS — last 6 months

Fetching from SEC EDGAR...