UBS · NYSE · Banks - Diversified

UBS (ADR) (UBS)

Combines global wealth management with a Swiss universal bank and client-focused investment banking.

$47.87
vs last close−1.33 (−2.69%)

13F · 13D/G · Form 4

Institutions38.84%1.27B ADS
811 holders · as of Jun 30, 2026
Other61.16%2.00B ADS
remainder

3.28B ADS as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Some positions are filed in underlying shares, not receipts; the ratio is unknown, so no percentage.

13F · 13D/G · Form 4

HolderStakeSharesDate
UBS Group AGInstitution
3.27%107.14M ADSas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
2.99%98.08M ADSas of Jun 30, 2026
Norges BankInstitution
2.92%95.85M ADSas of Jun 30, 2026
Fisher Asset Management, LLCInstitution
1.98%64.92M ADSas of Jun 30, 2026
Massachusetts Financial Services Co /MA/Institution
1.92%62.93M ADSas of Jun 30, 2026
Wellington Management Group LLPInstitution
1.82%59.55M ADSas of Jun 30, 2026
FMR LLCInstitution
1.69%55.54M ADSas of Jun 30, 2026
Zurcher Kantonalbank (Zurich Cantonalbank)Institution
1.69%55.23M ADSas of Jun 30, 2026
Cevian Capital Ii GP LtdInstitution
1.47%48.12M ADSas of Jun 30, 2026
Pictet Asset Management Holding SAInstitution
1.12%36.74M ADSas of Jun 30, 2026
Dodge & CoxInstitution
1.03%33.63M ADSas of Jun 30, 2026
JPMorgan Chase & CoInstitution
0.91%29.67M ADSas of Jun 30, 2026
Vanguard Fiduciary Trust CoInstitution
0.85%27.71M ADSas of Jun 30, 2026
AmundiInstitution
0.78%25.46M ADSas of Jun 30, 2026
Deutsche Bank AG\Institution
0.74%24.15M ADSas of Jun 30, 2026
Pzena Investment Management LLCInstitution
0.69%22.60M ADSas of Jun 30, 2026
Legal & General Group PLCInstitution
0.67%22.12M ADSas of Jun 30, 2026
Goldman Sachs Group IncInstitution
0.60%19.81M ADSas of Jun 30, 2026
Arrowstreet Capital, Limited PartnershipInstitution
0.52%17.03M ADSas of Jun 30, 2026
Assenagon Asset Management S.A.Institution
0.50%16.54M ADSas of Jun 30, 2026
Vanguard Asset Management, LtdInstitution
0.45%14.83M ADSas of Jun 30, 2026
Vontobel Holding Ltd.Institution
0.45%14.70M ADSas of Jun 30, 2026
Capital World InvestorsInstitution
0.44%14.55M ADSas of Jun 30, 2026
Nuveen, LLCInstitution
0.32%10.48M ADSas of Jun 30, 2026
Bank of America Corp /DE/Institution
0.32%10.33M ADSas of Jun 30, 2026

13F, as of Jun 30, 2026

811 holders · 1.27B shares · 147 new positions · 430 increased · 225 reduced · 68 closed

HolderShares% outstandingChg q/qFiled
UBS Group AG107.14M3.27%+247.1KAug 13, 2026
Vanguard Capital Management LLC98.08M2.99%+816.5KAug 13, 2026
Norges Bank95.85M2.92%+95.85MnewAug 12, 2026
Fisher Asset Management, LLC64.92M1.98%−1.15MAug 4, 2026
Massachusetts Financial Services Co /MA/62.93M1.92%−2.61MAug 3, 2026
Wellington Management Group LLP59.55M1.82%+9.63MAug 14, 2026
FMR LLC55.54M1.69%+1.66MAug 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank)55.23M1.69%−1.44MAug 12, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Norges Bank (The Central Bank of Norway)5.08%176.02M13GNov 8, 2024

Form 4

Latest trades

Nothing filed in the last 12 months.

House and Senate disclosures

MemberTypeAmountOwnerTradedDisclosed
Sen. John Curtis · UT03Purchase$100,001 – $250,000JointJun 2, 2026Jun 30, 2026