How many institutional investors hold UBS?

3 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 $426M.

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.

UBS — UBS AG

Name: UBS AG (UBS) — Institutional Ownership
Creator: InvestorLens
License: https://www.sec.gov/about/website-policies

Public company

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

About UBS AG (UBS)

UBS AG (UBS) appears in the most recent 13F filings of 3 tracked institutional investors. The largest disclosed position is held by Andreas Halvorsen (Viking Global Investors), valued at $426M. Across recent filings, tracked investors recorded 2 new positions, 0 increased, 0 reduced, and 1 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in UBS

/100

Institutional Accumulation

Added / Increased2

Reduced0

Exited1

BearishBullish

Crowded Trade Score™

How many top investors track UBS

/100

Emerging Interest

3investors

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

Other

94% of tracked value

Institutions

tracked investors

Total Reported

$543.4M

combined 13F value

Other94.5%
Hedge Funds5.5%

Other(2)

94.5%

Hedge Funds(1)

5.5%

Tracked investors reporting UBS

Investor	Firm	Shares	Market value	% of portfolio	As of
Andreas Halvorsen	Viking Global Investors	9.1M	$426M	1.13%	Dec 31, 2025
Ken Griffin	Citadel Advisors	2.2M	$87.4M	0.01%	Mar 31, 2026
Steve Cohen	Point72 Asset Management	769.3K	$30.1M	0.04%	Mar 31, 2026

Andreas HalvorsenDec 31, 2025
Viking Global Investors
Shares
9.1M
Value
$426M
% Portfolio
1.13%
Ken GriffinMar 31, 2026
Citadel Advisors
Shares
2.2M
Value
$87.4M
% Portfolio
0.01%
Steve CohenMar 31, 2026
Point72 Asset Management
Shares
769.3K
Value
$30.1M
% Portfolio
0.04%

Recent activity

Investor	Action	Δ %	Current value	Filing date
Ken Griffin	Sold	-100.00%	$0	May 15, 2026
Andreas Halvorsen	New	—	$426M	Feb 17, 2026
Ken Griffin	New	—	$241	Feb 17, 2026

Ken Griffin
Sold
$0(-100.00%)May 15, 2026
Andreas Halvorsen
New
$426MFeb 17, 2026
Ken Griffin
New
$241Feb 17, 2026

Frequently asked questions

How many institutional investors hold UBS?: 3 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 $426M.
Did institutional ownership of UBS increase or decrease?: Across recent 13F filings, tracked investors recorded 2 new positions, 0 increased, 0 reduced, and 1 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.