1 tracked superinvestor hold UBS GROUP AG (UBS), worth $121M combined, led by Andreas Halvorsen. Smart money is accumulating UBS as of the latest 13F filings.
Current price
$55.38
+40.5%
1Y
UBS Group AG, a financial services giant headquartered in Zurich, Switzerland, since its founding in 1862 (and known as UBS AG until its name change in December 2014), delivers a comprehensive range of financial advice and solutions to a global clientele of private individuals, institutions, and corporations. The firm structures its operations across four primary business segments: The Global…
Market cap
$135.6B
P/E
15.66
Div yield
1.9%
Revenue YoY
-0.5%
Analyst target
$24
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$121M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+1
1 buying · 0 selling
Smart money is net accumulating UBS: 1 funds added or opened versus 0 trimming. 1 opened a brand-new position.
UBS GROUP AG (UBS) is held by 1 tracked funds worth $121M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Andreas Halvorsen at 0.3% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Andreas Halvorsen), with 0 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| New buy | 0.3% | $121M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own UBS?
1 tracked funds hold UBS GROUP AG (UBS), the largest being Andreas Halvorsen (Viking Global Investors) at 0.3% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling UBS?
In the most recent 13F quarter, 1 tracked fund added or opened UBS and 0 trimmed it, including 1 brand-new position.
How much UBS do tracked funds hold?
Combined disclosed long exposure to UBS across tracked superinvestors is $121M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.