UBS GROUP AG F - H89231338
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CREDIT SUISSE AG/ | History | New | 125,824,777 | 2,305,110 | 1.89% | — | 1 | +125,824,777 | New | Q2 2014 | Aug 11, 2014 |
| Fisher Asset Management, LLC | History | New | 39,171,163 | 717,616 | 1.51% | — | 2 | +39,171,163 | New | Q2 2014 | Jul 25, 2014 |
| PZENA INVESTMENT MANAGEMENT LLC | History | New | 13,879,543 | 254,273 | 1.41% | — | 3 | +13,879,543 | New | Q2 2014 | Aug 08, 2014 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | New | 8,747,940 | 127,079 | 3.74% | — | 4 | +8,747,940 | New | Q2 2014 | Aug 06, 2014 |
| DekaBank Deutsche Girozentrale | History | New | 5,462,703 | 100,131 | 1.51% | — | 5 | +5,462,703 | New | Q2 2014 | Aug 08, 2014 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | New | 5,452,082 | 99,883 | 0.4% | — | 6 | +5,452,082 | New | Q2 2014 | Aug 11, 2014 |
| BRANDES INVESTMENT PARTNERS, LP | History | New | 4,526,362 | 82,923 | 1.0% | — | 7 | +4,526,362 | New | Q2 2014 | Aug 11, 2014 |
| Global Thematic Partners, LLC | History | New | 3,399,205 | 62,273 | 0.95% | — | 8 | +3,399,205 | New | Q2 2014 | Aug 11, 2014 |
| DIMENSIONAL FUND ADVISORS LP | History | New | 1,692,259 | 31,002 | 0.02% | — | 9 | +1,692,259 | New | Q2 2014 | Aug 08, 2014 |
| MACKENZIE FINANCIAL CORP | History | New | 1,410,111 | 25,862 | 0.12% | — | 10 | +1,410,111 | New | Q2 2014 | Aug 11, 2014 |
| MEAG MUNICH ERGO KAPITALANLAGEGESELLSCHAFT MBH | History | New | 1,089,741 | 19,900 | 0.87% | — | 11 | +1,089,741 | New | Q2 2014 | Jul 25, 2014 |
| CAMBRIDGE TRUST CO | History | New | 855,891 | 15,680 | 1.36% | — | 12 | +855,891 | New | Q2 2014 | Aug 08, 2014 |
| Neuberger Berman Group LLC | History | New | 673,862 | 12,345 | 0.01% | — | 13 | +673,862 | New | Q2 2014 | Aug 05, 2014 |
| Aperio Group, LLC | History | New | 582,504 | 10,671 | 0.15% | — | 14 | +582,504 | New | Q2 2014 | Jul 23, 2014 |
| VIRGINIA RETIREMENT SYSTEMS ET AL | History | New | 488,806 | 8,968 | 0.16% | — | 15 | +488,806 | New | Q2 2014 | Jul 23, 2014 |
| BROWN ADVISORY INC | History | New | 446,223 | 8,174 | 0.03% | — | 16 | +446,223 | New | Q2 2014 | Aug 08, 2014 |
| BB&T SECURITIES, LLC | History | New | 40,518 | 7,422 | 0.02% | — | 17 | +40,518 | New | Q2 2014 | Jul 11, 2014 |
| BTR CAPITAL MANAGEMENT INC | History | New | 404,375 | 7,408 | 2.03% | — | 18 | +404,375 | New | Q2 2014 | Jul 16, 2014 |
| WESTPAC BANKING CORP | History | New | 361,949 | 6,630 | 0.06% | — | 19 | +361,949 | New | Q2 2014 | Aug 11, 2014 |
| Nationwide Fund Advisors | History | New | 335,139 | 6,140 | 0.02% | — | 20 | +335,139 | New | Q2 2014 | Aug 11, 2014 |
| FORBES J M & CO LLP | History | New | 300,887 | 5,512 | 1.37% | — | 21 | +300,887 | New | Q2 2014 | Aug 04, 2014 |
| FIRST MERCANTILE TRUST CO | History | New | 286,326 | 5,245 | 0.42% | — | 22 | +286,326 | New | Q2 2014 | Jul 22, 2014 |
| STONERIDGE INVESTMENT PARTNERS LLC | History | New | 266,831 | 4,888 | 0.73% | — | 23 | +266,831 | New | Q2 2014 | Jul 16, 2014 |
| Greenwich Wealth Management LLC | History | New | 260,000 | 4,763 | 0.32% | — | 24 | +260,000 | New | Q2 2014 | Jul 29, 2014 |
| GRATRY & Co LLC | History | New | 247,763 | 4,539 | 1.79% | — | 25 | +247,763 | New | Q2 2014 | Jul 31, 2014 |
| CAPSTONE ASSET MANAGEMENT CO | History | New | 245,803 | 4,503 | 0.14% | — | 26 | +245,803 | New | Q2 2014 | Jul 11, 2014 |
| BEACH INVESTMENT COUNSEL INC/PA | History | New | 238,040 | 4,361 | 0.39% | — | 27 | +238,040 | New | Q2 2014 | Jul 22, 2014 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 220,082 | 4,032 | 0.01% | — | 28 | +220,082 | New | Q2 2014 | Aug 08, 2014 |
| World Asset Management Inc | History | New | 209,315 | 3,835 | 0.12% | — | 29 | +209,315 | New | Q2 2014 | Jul 28, 2014 |
| BB&T CORP | History | New | 189,992 | 3,480 | 0.1% | — | 30 | +189,992 | New | Q2 2014 | Jul 21, 2014 |
| RIVERHEAD CAPITAL MANAGEMENT LLC | History | New | 141,500 | 2,593 | 0.05% | — | 31 | +141,500 | New | Q2 2014 | Aug 06, 2014 |
| LPL Financial LLC | History | New | 141,460 | 2,592 | 0.02% | — | 32 | +141,460 | New | Q2 2014 | Aug 05, 2014 |
| MUFG Americas Holdings Corp | History | New | 113,120 | 2,073 | 0.07% | — | 33 | +113,120 | New | Q2 2014 | Aug 05, 2014 |
| Counsel Portfolio Services Inc. | History | New | 79,300 | 1,454 | 0.14% | — | 34 | +79,300 | New | Q2 2014 | Aug 11, 2014 |
| Consolidated Investment Group LLC | History | New | 73,313 | 1,343 | 0.68% | — | 35 | +73,313 | New | Q2 2014 | Aug 06, 2014 |
| ICC CAPITAL MANAGEMENT INC/ | History | New | 71,347 | 1,307 | 0.14% | — | 36 | +71,347 | New | Q2 2014 | Aug 08, 2014 |
| Cambridge Investment Research Advisors, Inc. | History | New | 66,477 | 1,218 | 0.04% | — | 37 | +66,477 | New | Q2 2014 | Jul 25, 2014 |
| WRIGHT INVESTORS SERVICE INC | History | New | 59,535 | 1,091 | 0.49% | — | 38 | +59,535 | New | Q2 2014 | Jul 22, 2014 |
| SOL Capital Management CO | History | New | 55,900 | 1,024 | 0.41% | — | 39 | +55,900 | New | Q2 2014 | Aug 01, 2014 |
| RHUMBLINE ADVISERS | History | New | 53,040 | 972 | 0.0% | — | 40 | +53,040 | New | Q2 2014 | Aug 06, 2014 |
| Cardinal Capital Management | History | New | 47,951 | 878 | 0.44% | — | 41 | +47,951 | New | Q2 2014 | Jul 22, 2014 |
| DAVIDSON D A & CO | History | New | 46,608 | 853 | 0.03% | — | 42 | +46,608 | New | Q2 2014 | Jul 29, 2014 |
| Banyan Partners, LLC | History | New | 42,603 | 780 | 0.07% | — | 43 | +42,603 | New | Q2 2014 | Aug 08, 2014 |
| WETHERBY ASSET MANAGEMENT INC | History | New | 34,854 | 639 | 0.18% | — | 44 | +34,854 | New | Q2 2014 | Aug 01, 2014 |
| Princeton Alpha Management LP | History | New | 31,255 | 573 | 0.12% | — | 45 | +31,255 | New | Q2 2014 | Jul 17, 2014 |
| 1st Global Advisors, Inc. | History | New | 30,925 | 567 | 0.08% | — | 46 | +30,925 | New | Q2 2014 | Jul 10, 2014 |
| AMERICAN NATIONAL INSURANCE CO /TX/ | History | New | 29,850 | 547 | 0.03% | — | 47 | +29,850 | New | Q2 2014 | Aug 06, 2014 |
| CONNABLE OFFICE INC | History | New | 29,206 | 535 | 0.14% | — | 48 | +29,206 | New | Q2 2014 | Jul 22, 2014 |
| TURNER INVESTMENTS, L.P. | History | New | 25,830 | 473 | 0.02% | — | 49 | +25,830 | New | Q2 2014 | Aug 11, 2014 |
| SCHAFER CULLEN CAPITAL MANAGEMENT INC | History | New | 23,294 | 427 | 0.0% | — | 50 | +23,294 | New | Q2 2014 | Aug 11, 2014 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 21,850 | 400 | 0.0% | — | 51 | +21,850 | New | Q2 2014 | Aug 01, 2014 |
| WMS Partners, LLC | History | New | 21,250 | 389 | 0.06% | — | 52 | +21,250 | New | Q2 2014 | Aug 11, 2014 |
| Campbell & CO Investment Adviser LLC | History | New | 20,800 | 381 | 0.15% | — | 53 | +20,800 | New | Q2 2014 | Aug 05, 2014 |
| CAPITAL ONE, NATIONAL ASSOCIATION | History | New | 19,110 | 350 | 0.03% | — | 54 | +19,110 | New | Q2 2014 | Jul 25, 2014 |
| RONALD BLUE & CO LLC | History | New | 19,042 | 349 | 0.02% | — | 55 | +19,042 | New | Q2 2014 | Aug 06, 2014 |
| HUNTINGTON NATIONAL BANK | History | New | 16,936 | 310 | 0.01% | — | 56 | +16,936 | New | Q2 2014 | Jul 25, 2014 |
| ADVISOR PARTNERS LLC | History | New | 16,825 | 308 | 0.15% | — | 57 | +16,825 | New | Q2 2014 | Jul 31, 2014 |
| INTEGRAL DERIVATIVES, LLC | History | New | 16,000 | 293 | 0.01% | — | 59 | +16,000 | New | Q2 2014 | Aug 07, 2014 |
| DENVER INVESTMENT ADVISORS LLC | History | New | 15,990 | 293 | 0.01% | — | 58 | +15,990 | New | Q2 2014 | Aug 08, 2014 |
| RAYMOND JAMES TRUST N.A. | History | New | 12,812 | 235 | 0.03% | — | 60 | +12,812 | New | Q2 2014 | Aug 04, 2014 |
| Checchi Capital Advisers, LLC | History | New | 12,802 | 235 | 0.11% | — | 61 | +12,802 | New | Q2 2014 | Aug 06, 2014 |
| BlackRock Fund Advisors | History | New | 12,648 | 232 | 0.0% | — | 62 | +12,648 | New | Q2 2014 | Aug 06, 2014 |
| BBVA COMPASS BANCSHARES, INC | History | New | 12,637 | 232 | 0.01% | — | 63 | +12,637 | New | Q2 2014 | Aug 06, 2014 |
| SHELTON CAPITAL MANAGEMENT | History | New | 11,792 | 216 | 0.03% | — | 64 | +11,792 | New | Q2 2014 | Jul 25, 2014 |
| Commonwealth Equity Services, Inc | History | New | 11,767 | 216 | 0.0% | — | 65 | +11,767 | New | Q2 2014 | Jul 23, 2014 |
| RMB Capital Management, LLC | History | New | 11,490 | 210 | 0.01% | — | 66 | +11,490 | New | Q2 2014 | Aug 11, 2014 |
| Beach Investment Management, LLC. | History | New | 10,093 | 185 | 0.25% | — | 67 | +10,093 | New | Q2 2014 | Jul 30, 2014 |
| Quantbot Technologies LP | History | New | 8,594 | 157 | 0.02% | — | 68 | +8,594 | New | Q2 2014 | Jul 08, 2014 |
| JFS WEALTH ADVISORS, LLC | History | New | 4,800 | 88 | 0.02% | — | 69 | +4,800 | New | Q2 2014 | Jul 29, 2014 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 3,657 | 67 | 0.0% | — | 70 | +3,657 | New | Q2 2014 | Aug 05, 2014 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | New | 2,967 | 54 | 0.03% | — | 72 | +2,967 | New | Q2 2014 | Jul 24, 2014 |
| HOWE & RUSLING INC | History | New | 2,922 | 54 | 0.01% | — | 71 | +2,922 | New | Q2 2014 | Jul 31, 2014 |
| PRIVATE TRUST CO NA | History | New | 2,359 | 43 | 0.01% | — | 73 | +2,359 | New | Q2 2014 | Jul 22, 2014 |
| KANALY TRUST CO | History | New | 1,988 | 36 | 0.01% | — | 74 | +1,988 | New | Q2 2014 | Jul 28, 2014 |
| ROCKEFELLER FINANCIAL SERVICES INC | History | New | 1,302 | 24 | 0.0% | — | 75 | +1,302 | New | Q2 2014 | Jul 25, 2014 |
| Hexavest Inc. | History | New | 1,214 | 22 | 0.0% | — | 76 | +1,214 | New | Q2 2014 | Jul 10, 2014 |
| CKW FINANCIAL GROUP | History | New | 1,077 | 20 | 0.01% | — | 78 | +1,077 | New | Q2 2014 | Jul 30, 2014 |
| FTB Advisors, Inc. | History | New | 1,076 | 20 | 0.0% | — | 77 | +1,076 | New | Q2 2014 | Aug 07, 2014 |
| Gary Goldberg Planning Services Inc | History | New | 957 | 18 | 0.01% | — | 79 | +957 | New | Q2 2014 | Aug 06, 2014 |
| Visionary Asset Management, Inc. | History | New | 954 | 17 | 0.0% | — | 80 | +954 | New | Q2 2014 | Aug 07, 2014 |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | History | New | 896 | 16 | 0.01% | — | 81 | +896 | New | Q2 2014 | Aug 05, 2014 |
| Ledyard National Bank | History | New | 600 | 11 | 0.0% | — | 82 | +600 | New | Q2 2014 | Jul 08, 2014 |
| CENTRAL TRUST & INVESTMENT CO | History | New | 500 | 9 | 0.0% | — | 83 | +500 | New | Q2 2014 | Jul 09, 2014 |
| MetLife Securities, Inc | History | New | 302 | 6 | 0.0% | — | 84 | +302 | New | Q2 2014 | Aug 04, 2014 |
| Carroll Financial Associates, Inc. | History | New | 292 | 5 | 0.0% | — | 85 | +292 | New | Q2 2014 | Aug 08, 2014 |
| SYNOVUS FINANCIAL CORP | History | New | 239 | 4 | 0.0% | — | 86 | +239 | New | Q2 2014 | Aug 01, 2014 |
| FEDERATED INVESTORS INC /PA/ | History | New | 164 | 3 | 0.0% | — | 87 | +164 | New | Q2 2014 | Aug 07, 2014 |
| Warren Averett Asset Management, LLC | History | New | 143 | 3 | 0.0% | — | 88 | +143 | New | Q2 2014 | Jul 29, 2014 |
| Sandy Spring Bank | History | New | 130 | 2 | 0.0% | — | 89 | +130 | New | Q2 2014 | Aug 06, 2014 |
| AMERICAN INTERNATIONAL GROUP INC | History | New | 94 | 1 | 0.0% | — | 90 | +94 | New | Q2 2014 | Aug 08, 2014 |
| Oakworth Capital, Inc. | History | New | 31 | 1 | 0.0% | — | 91 | +31 | New | Q2 2014 | Jul 14, 2014 |
| Winslow, Evans & Crocker, Inc. | History | New | 30 | 0 | — | — | — | +30 | New | Q2 2014 | Jul 16, 2014 |