InvestorLens

UBS — UBS AG

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying UBS?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Net accumulation · 1 buying vs 0 selling last quarter
68
Macro Tailwind
Macro conditions are mixed for this sector
56
Congressional Activity
1 congressional purchase, 0 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 1 tracked investors who changed their UBS position last quarter, 1 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime). 1 congressional purchase, 0 sales disclosed in the last 6 months.

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Andreas Halvorsen)
  • +5 tracked investors reported holding UBS at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About UBS AG (UBS)

UBS AG (UBS) appears in the most recent 13F filings of 5 tracked institutional investors. The largest disclosed position is held by Andreas Halvorsen (Viking Global Investors), valued at $535M. Across recent filings, tracked investors recorded 5 new positions, 2 increased, 1 reduced, and 3 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in UBS

64
/100
Institutional Accumulation
Added / Increased7
Reduced1
Exited3
BearishBullish
Crowded Trade Score™

How many top investors track UBS

33
/100
Emerging Interest
5investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

UBS Ownership Composition

How UBS AG is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
50% of tracked value
Institutions
5
tracked investors
Total Reported
$289.1M
combined 13F value
Types3
  • Multi-Strategy / Quant50.2%
  • Other41.8%
  • Macro8.1%
Multi-Strategy / Quant(3)
50.2%
Other(1)
41.8%
Macro(1)
8.1%

Tracked investors currently reporting UBS

2 tracked investors have since exited this position — listed separately below.

  • Andreas HalvorsenJun 30, 2026
    Viking Global Investors
    Shares
    2.4M
    Value
    $120.8M
    % Portfolio
    0.34%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    1.4M
    Value
    $69.4M
    % Portfolio
    0.01%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    1.5M
    Value
    $63.3M
    % Portfolio
    0.02%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    248.3K
    Value
    $12.3M
    % Portfolio
    0.01%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    470.2K
    Value
    $23.3M
    % Portfolio
    0.03%

Previously held UBS

These investors reported UBS in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Stanley DruckenmillerDuquesne Family Office2.4M$74.9MDec 31, 2023
Philippe LaffontCoatue Management1.8M$55MDec 31, 2023

Recent activity

Frequently asked questions

How many institutional investors hold UBS?
5 tracked institutional investors disclosed a position in UBS (UBS AG) in their most recent 13F filing.
Who is the largest institutional holder of UBS?
Andreas Halvorsen, Viking Global Investors, holds the largest disclosed position in UBS, valued at $535M.
Did institutional ownership of UBS increase or decrease?
Across recent 13F filings, tracked investors recorded 5 new positions, 2 increased, 1 reduced, and 3 fully exited UBS.
Where does this UBS ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.