UBS Group AG (UBS)

Highly Crowded

Held by 660 of 5,944 reporting institutions (98th percentile) — extremely crowded.

Data as of Q1 2026

Institutional Ownership

34.01%

QoQ Change

-5.56%

Total Value

$43.1T

Shares Outstanding

3.3B

Crowding AnalysisHighly Crowded

Holders660of 5,944

Avg: 68

Uncrowded98th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.02x

94th percentile

349 buying343 selling

+96

New

-110

Closed

-164,123,491

Net shares

Holding Period Distribution

estimate

Median: 4 QAvg: 3.9 QHolders: 660

Ownership Concentration

Top 5: 35.5%Top 10: 54.9%

UBS Group AG10.3%

VANGUARD CAPITAL MANAGEMENT8.6%

Fisher Asset Management,5.8%

MASSACHUSETTS FINANCIAL SERVICES CO5.8%

Zurcher Kantonalbank (Zurich Cantonalbank)5.0%

Others (655)64.5%

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Conviction-Weighted Ownership

Median weight: 0.80%Avg weight: 7.02%Max: 60.29%High conviction (>1%): 3

UBS Group AG

VANGUARD CAPITAL MANAGEMENT

Fisher Asset Management,

MASSACHUSETTS FINANCIAL SERVICES CO

Zurcher Kantonalbank (Zurich Cantonalbank)

FMR

WELLINGTON MANAGEMENT GROUP LLP

Cevian Capital II GP

Pictet Asset Management Holding SA

DODGE & COX

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Whale Moves Timeline (8 Quarters)

Biggest dollar-value position changes among top 10 holders

NEWVANGUARD CAPITAL MANAGEMENT$3.8B97.3M shr

NEWPictet Asset Management Holding SA$1.4B35.6M shr

NEWDODGE & COX$1.3B33.6M shr

SOLDUBS Group AG$1.1B28.8M shr

SOLDWELLINGTON MANAGEMENT GROUP LLP$296M7.7M shr

NEWNORGES BANK$4.9B105.0M shr

BOUGHTFMR$449M9.6M shr

SOLDMASSACHUSETTS FINANCIAL SERVICES CO /MA$404M8.7M shr

BOUGHTUBS Group AG$354M7.6M shr

SOLDWELLINGTON MANAGEMENT GROUP LLP$281M6.0M shr

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Institutional Trends (8 Quarters)

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Institutional Holders

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