UBS GROUP AG SHS is a security (CUSIP H42097107) tracked across SEC portfolio filings. 763 institutional managers reported $50.2B on Form 13F as of 2026-06-30; 12 registered fund positions totaling $198.9M via N-PORT as of 2026-04-30.
Showing 15 of 763 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| VANGUARD GROUP INC | Valley Forge, PA | $6.4B | 139,105,725 |
| UBS Group AG | Zurich, V8 | $4.6B | 106,890,182 |
| Fisher Asset Management, LLC | PLANO, TX | $3.2B | 64,920,294 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Boston, MA | $3.2B | 62,927,553 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | ZURICH, V8 | $2.2B | 56,674,567 |
| FMR LLC | BOSTON, MA | $2.1B | 53,883,732 |
| WELLINGTON MANAGEMENT GROUP LLP | BOSTON, MA | $1.9B | 49,920,657 |
| Cevian Capital II GP LTD | St. Helier, Y9 | $1.9B | 48,117,675 |
| Pictet Asset Management Holding SA | CAROUGE, V8 | $1.8B | 36,743,822 |
| Dodge & Cox | San Francisco, CA | $1.3B | 33,644,642 |
| DEUTSCHE BANK AG\ | Frankfurt Am Main, 2M | $1.2B | 31,922,626 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $1.0B | 27,434,247 |
| Capital World Investors | LOS ANGELES, CA | $913.5M | 23,495,846 |
| AMUNDI | PARIS, I0 | $910.1M | 23,294,847 |
| Legal & General Group Plc | London, X0 | $895.0M | 23,402,544 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| VANGUARD WINDSOR FUND | VANGUARD WINDSOR FUNDS | $134.3M | 55.37% |
| College Retirement Equities Fund - Responsible Balanced Account | College Retirement Equities Fund | $31.9M | 15.51% |
| Liberty All-Star Equity Fund | LIBERTY ALL STAR EQUITY FUND | $16.0M | 85.34% |
| Steward Values Enhanced International Fund | Steward Funds Inc | $6.1M | 200.97% |
| THE CHESAPEAKE GROWTH FUND | Chesapeake Investment Trust | $2.8M | 614.52% |
| VANGUARD GROWTH AND INCOME FUND | VANGUARD QUANTITATIVE FUNDS | $2.5M | 1.49% |
| GATOR CAPITAL LONG/SHORT FUND | Caldwell & Orkin Funds, Inc. | $2.0M | 248.69% |
| Brandes Global Equity Fund | Datum One Series Trust | $1.5M | 179.14% |
| The European Equity Fund, Inc. | The European Equity Fund, Inc. | $806K | 103.11% |
| Integrity Dividend Summit Fund | INTEGRITY FUNDS | $746K | 502.00% |
| Anydrus Advantage ETF | Collaborative Investment Series Trust | $252K | 42.22% |
| Gator Financial Fund | Gator Series Trust | $89K | 433.00% |