Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UBS Group AG (UBS)

668 + Investors. Track Smart Money conviction in UBS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — UBS

Based on 680 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their UBS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
680 hedge funds hold UBS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+106 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

349 buying339 selling
Last quarter: 349 funds bought or added vs 339 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-38 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 76 → 84 → 133 → 95. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 20% medium ■ 24% new
384 out of 680 hedge funds have held UBS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

71 → 76 → 84 → 133 → 95 new funds/Q
New funds entering each quarter: 76 → 84 → 133 → 95. A growing number of institutions are discovering UBS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 60% veterans vs 26% newcomers

■ 60% veterans ■ 14% 1-2yr ■ 26% new
Entry-cohort mix of 720 holders: 430 (60%) are 2+ year veterans, 104 entered 1–2 years ago, and 186 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
53 of 676 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in UBS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UBS

In 2026 Q1, 349 hedge funds were net buyers of UBS (95 opened a new position, 254 added to an existing one), while 339 reduced or exited (237 trimmed, 102 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 56% of total institutional value in UBS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 680.

Hedge Fund Ownership: UBS

How many hedge funds hold UBS — quarterly history vs. share price
Quarterly hedge fund ownership of UBS vs. share price

Market Analysis: UBS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UBS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy UBS Group AG (UBS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much UBS has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
UBS
+30.9%
XLF
+8.8%

UBS outperformed XLF by +22.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
UBS
+12.3%
XLF
+5.1%

Since the filing became public, UBS outperformed XLF by +7.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

27 top-rated funds 12 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
5.4
/ 10
conviction
Hedge Fund Positioning: UBS
668 + Investors

Track Smart Money conviction in UBS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 668 687 -2.77%
13F Shares 1.17B 1.37B -14.41%
Total Value $44.50B $62.90B -29.25%
New Positions 88 133 -45
Increased Positions 248 244 +4
Closed Positions 107 56 +51
Reduced Positions 220 196 +24
Total Calls 21 20 5.0%
Total Puts 23 22 4.55%
PUT/CALL Ratio 1.1 1.1 Neutral

Statistics: UBS

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

668 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UBS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 UBS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cevian Capital II GP LTD 60.29% 48,117,675 $1.88B
2 Crocodile Capital Partners GmbH 35.45% 1,170,000 $49.6M
3 Haven Global Partners, LLC 23.69% 658,608 $25.2M
4 Systrade AG 16.45% 627,300 $24.5M
5 Channing Global Advisors, LLC 15.32% 684,783 $26.2M
6 Exane Asset Management 13.62% 1,883,385 $66.7M
7 Banque Cantonale Vaudoise 10.28% 7,141,370 $273.1M
8 SIH Partners, LLLP 6.12% 11,868,500 $463.7M
9 Helios Capital Management PTE. Ltd 5.50% 136,000 $5.2M
10 Caisse Des Depots Et Consignations 4.93% 7,812,061 $298.8M
11 Zurcher Kantonalbank (Zurich Cantonalbank) 4.72% 56,674,567 $2.17B
12 Henry James International Management Inc. 3.84% 272,394 $10.6M
13 SIH Partners, LLLP 3.29% 6,372,200 $249.0M
14 Gardner Lewis Asset Management L P 3.08% 363,525 $14.2M
15 Gator Capital Management, LLC 3.04% 380,240 $14.9M
16 Pzena Investment Management LLC 2.65% 26,544,355 $815.7M
17 Gemsstock Ltd. 2.55% 630,741 $24.2M
18 Compagnie Lombard Odier SCmA 2.48% 5,272,070 $201.6M
19 Promethos Capital, LLC 2.45% 233,095 $9.1M
20 Karl Kapital LLC 2.41% 88,866 $3.5M
21 Contravisory Investment Management, INC. 2.33% 290,546 $11.4M
22 Vontobel Holding Ltd. 2.00% 15,126,281 $581.5M
23 Levin Capital Strategies, L.P. 1.88% 633,487 $24.8M
24 Patient Capital Management, LLC 1.77% 1,241,955 $48.5M
25 RPg Family Wealth Advisory, LLC 1.71% 209,548 $8.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — UBS Group AG (UBS)

What does the Smart Money Trend signal show for UBS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their UBS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for UBS?

Slight buying edge — 51% buying: Last quarter: 349 funds bought or added vs 339 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UBS holders?

Elite ownership — 56% AUM from top-100 funds: 53 of 676 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in UBS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held UBS?

56% of holders stayed for 2+ years: 384 out of 680 hedge funds have held UBS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy UBS Group AG (UBS) following the 2026 Q1 hedge fund 13F filings?

As of today, UBS has moved +12.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLF sector ETF — an outperformance of +7.2%. Since the quarter end (March 31, 2026), UBS has gained +30.9% vs +8.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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