UBS GROUP AG

$UBS
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Smart money positioned

12 of the Top-200 alpha managers hold $UBS as of the latest 13F snapshot.

13F holders
628
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

12 holders · Q1 2026

$UBS is held by 12 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.13%, with an average of 0.31% of portfolio. Largest holder: Platinum Investment Management Ltd. at 1.13%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Platinum Investment Management Ltd.
1.13% NEW
α +25.6pts
02
Triasima Portfolio Management inc.
0.88% held
α +15.7pts
03
ANTIPODES PARTNERS Ltd
0.43% held
α +10.8pts
04
Stamos Capital Partners, L.P.
0.43% NEW
α +10.2pts
05
Wellington Management Group LLP
0.36% held
α +10.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 628 · Source: 13F-HR
01
ProShare Advisors LLC
0.52% of portfolio
104,982,026 sh
02
Citizens Financial Group INC
0.88% of portfolio
66,074,238 sh
03
Leith Wheeler Investment Counsel Ltd.
4.72% of portfolio
56,674,567 sh
04
Pzena Investment Management LLC
2.65% of portfolio
52,678,352 sh
05
US Bancorp De
0.21% of portfolio
50,251,617 sh
06
Cevian Capital II GP LTD
60.29% of portfolio
48,117,675 sh
07
Deutsche Bank AG
0.45% of portfolio
37,082,793 sh
08
EDENTREE ASSET MANAGEMENT Ltd
1.44% of portfolio
35,591,624 sh
09
Second Line Capital, LLC
0.72% of portfolio
33,644,642 sh
10
Renaissancere Holdings Ltd.
0.41% of portfolio
26,500,310 sh
See all 628 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $UBS in the recent window.

Congress trades · last 90 days

16 disclosures · STOCK Act
Sheri Biggs
House · South Carolina · Traded Dec 12
SOLD
$UBSUBS Group AG
$15K–$50K
Jan 14STOCK
Ro Khanna
House · California · Traded Aug 8
BOUGHT
$UBSUBS Group AG
$1K–$15K
Sep 12STOCK
Ro Khanna
House · California · Traded May 27
BOUGHT
$UBSUBS Group AG
$50K–$100K
Jun 12STOCK
Ro Khanna
House · California · Traded May 22
BOUGHT
$UBSUBS Group AG
$100K–$250K
Jun 12STOCK
Ro Khanna
House · California · Traded May 22
BOUGHT
$UBSUBS Group AG
$100K–$250K
Jun 12STOCK
Ro Khanna
House · California · Traded May 22
BOUGHT
$UBSUBS Group AG
$15K–$50K
Jun 12STOCK
Bruce Westerman
House · Arkansas · Traded Apr 21
SOLD
$UBSUBS Group AG
$1K–$15K
May 12STOCK
Ro Khanna
House · California · Traded Apr 28
BOUGHT
$UBSUBS Group AG
$100K–$250K
May 12STOCK
Darrell Issa
House · California · Traded Apr 10
SOLD
$UBSUBS Group AG
$25.0M–$50.0M
Apr 17STOCK
Bruce Westerman
House · Arkansas · Traded Mar 3
BOUGHT
$UBSUBS Group AG
$1K–$15K
Apr 16STOCK
See full $UBS Congress history →

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:38 UTC.