UBS Group AG (UBS) Hedge Fund Ownership (Q2 2026)

UBS Group AG (UBS)

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

Smart Money Signals — UBS

Based on 766 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added UBS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

766 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.

🚀

Fast accumulation — +29% more funds vs a year ago

fund count last 6Q

+172 new funds entered over the past year (+29% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 60% buying

445 buying302 selling

Last quarter: 445 funds were net buyers (155 opened a brand new position + 290 added to an existing one). Only 302 were sellers (229 trimmed + 73 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+59 vs last Q)

new funds entering per quarter

Funds opening a new UBS position: 84 → 134 → 96 → 155. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 20% medium ■ 27% new

409 out of 766 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.

💰

Price up while funds trimmed (+30% value, -0% shares)

Value

+29%

Last quarter: total value of institutional UBS holdings rose +30% even though funds reduced share count by 0%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

📈

Growing discovery — still being found

77 → 84 → 134 → 96 → 155 new funds/Q

New funds entering each quarter: 84 → 134 → 96 → 155. A growing number of institutions are discovering UBS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 58% veterans vs 29% newcomers

■ 58% veterans ■ 13% 1-2yr ■ 29% new

Entry-cohort mix of 804 holders: 470 (58%) are 2+ year veterans, 103 entered 1–2 years ago, and 231 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds

57 of 759 holders are among the 100 largest funds by AUM, controlling 60% 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.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	751	684	9.8%
13F Shares	1.31B	1.31B	-0.17%
Total Value	$63.29B	$48.77B	29.76%
New Positions	153	96	+57
Increased Positions	271	251	+20
Closed Positions	79	100	-21
Reduced Positions	222	224	-2
Total Calls	19	21	-9.52%
Total Puts	26	23	13.04%
PUT/CALL Ratio	1.37	1.1	Bearish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

751

684

9.8%

13F Shares

1.31B

-0.17%

Total Value

$63.29B

$48.77B

29.76%

New Positions

153

+57

Increased Positions

271

251

+20

Closed Positions

100

-21

Reduced Positions

222

224

-2

Total Calls

-9.52%

Total Puts

13.04%

PUT/CALL Ratio

1.37

1.1

Bearish

Institutional Holders (2026 Q2)

751 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 UBS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Cevian Capital II GP LTD	64.50%	48,117,675	$2.38B
2	Crocodile Capital Partners GmbH	39.44%	1,170,000	$58.0M
3	Systrade AG	19.46%	627,300	$31.1M
4	Channing Global Advisors, LLC	17.28%	672,402	$33.4M
5	Haven Global Partners, LLC	16.10%	423,016	$21.0M
6	Helios Capital Management PTE. Ltd	6.58%	136,000	$6.7M
7	Caisse Des Depots Et Consignations	6.56%	7,812,061	$388.0M
8	Zurcher Kantonalbank (Zurich Cantonalbank)	5.26%	55,233,032	$2.74B
9	Henry James International Management Inc.	4.04%	272,365	$13.5M
10	Gardner Lewis Asset Management L P	4.01%	363,525	$18.0M
11	Promethos Capital, LLC	3.69%	274,025	$13.6M
12	Gator Capital Management, LLC	3.60%	346,600	$17.2M
13	Exane Asset Management	2.99%	180,748	$8.3M
14	Compagnie Lombard Odier SCmA	2.89%	5,382,576	$267.3M
15	Pzena Investment Management LLC	2.66%	22,604,129	$905.5M
16	Contravisory Investment Management, INC.	2.42%	276,622	$13.7M
17	GAM Holding AG	2.36%	702,763	$26.9M
18	SIH Partners, LLLP	2.32%	7,450,900	$369.3M
19	Vontobel Holding Ltd.	2.32%	14,698,356	$728.4M
20	RPg Family Wealth Advisory, LLC	2.21%	214,465	$10.6M
21	Levin Capital Strategies, L.P.	2.08%	624,785	$31.0M
22	SIH Partners, LLLP	1.85%	5,923,400	$293.6M
23	LGT Group Foundation	1.84%	3,276,919	$162.4M
24	Generali Asset Management SPA SGR	1.80%	2,491,590	$99.8M
25	Liontrust Investment Partners LLP	1.79%	2,458,659	$122.1M

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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added UBS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UBS?

More buyers than sellers — 60% buying: Last quarter: 445 funds were net buyers (155 opened a brand new position + 290 added to an existing one). Only 302 were sellers (229 trimmed + 73 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for UBS holders?

Elite ownership — 60% AUM from top-100 funds: 57 of 759 holders are among the 100 largest funds by AUM, controlling 60% 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?

53% of holders stayed for 2+ years: 409 out of 766 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.

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.

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UBS Group AG (UBS)

Smart Money Signals — UBS

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +29% more funds vs a year ago

More buyers than sellers — 60% buying

More new buyers each quarter (+59 vs last Q)

53% of holders stayed for 2+ years

Price up while funds trimmed (+30% value, -0% shares)

Growing discovery — still being found

Veteran-anchored — 58% veterans vs 29% newcomers

Elite ownership — 60% AUM from top-100 funds

Institutional Sentiment Summary — UBS

Hedge Fund Ownership: UBS

Market Analysis: UBS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: UBS

Hedge Fund Positioning: UBS

Statistics: UBS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — UBS Group AG (UBS)

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