Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UBS GROUP AG (UBS)

690 + Investors. Track Smart Money conviction in UBS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +74
Streak
5Q ▲
Buyers last Q
61%

Smart Money Signals — UBS

Based on 657 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added UBS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
657 hedge funds hold UBS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+122 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 61% buying

377 buying244 selling
Last quarter: 377 funds were net buyers (128 opened a brand new position + 249 added to an existing one). Only 244 were sellers (190 trimmed + 54 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+46 vs last Q)

new funds entering per quarter
Funds opening a new UBS position: 70 → 69 → 82 → 128. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 21% medium ■ 24% new
360 out of 657 hedge funds have held UBS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

74 → 70 → 69 → 82 → 128 new funds/Q
New funds entering each quarter: 70 → 69 → 82 → 128. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 14% 1-2yr ■ 28% new
Of 690 current holders: 402 (58%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 72% AUM from top-100 funds

72% from top-100 AUM funds
38 of 657 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in UBS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: UBS

How many hedge funds hold UBS — quarterly history vs. share price
Quarterly hedge fund ownership of UBS vs. share price

Market Analysis: UBS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UBS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

55 top-rated funds 17 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
5.6
/ 10
conviction
Hedge Fund Positioning: UBS
2026 Q1 Stats Unlock in 11 days 690 + Investors

Track Smart Money conviction in UBS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 690 622 10.93%
13F Shares 1.30B 1.18B 10.16%
Total Value $60.02B $48.05B 24.92%
New Positions 129 82 +47
Increased Positions 304 295 +9
Closed Positions 57 60 -3
Reduced Positions 241 255 -14
Total Calls 20 22 -9.09%
Total Puts 21 24 -12.5%
PUT/CALL Ratio 1.05 1.09 Neutral

Statistics: UBS

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

690 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UBS. Verified SEC 13F-HR filings.

Top 25 institutional holders of UBS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Crocodile Capital Partners GmbH 35.45% 1,170,000 $49.6M
2 Systrade AG 16.45% 627,300 $24.5M
3 CHANNING GLOBAL ADVISORS, LLC 15.32% 684,783 $26.2M
4 Exane Asset Management 13.62% 1,883,385 $66.7M
5 Banque Cantonale Vaudoise 10.28% 7,141,370 $273.1M
6 HELIOS CAPITAL MANAGEMENT PTE. LTD 5.50% 136,000 $5.2M
7 CAISSE DES DEPOTS ET CONSIGNATIONS 4.93% 7,812,061 $298.8M
8 Henry James International Management Inc. 3.84% 272,394 $10.6M
9 GARDNER LEWIS ASSET MANAGEMENT L P 3.08% 363,525 $14.2M
10 PZENA INVESTMENT MANAGEMENT LLC 2.65% 26,544,355 $815.7M
11 Compagnie Lombard Odier SCmA 2.48% 5,272,070 $201.6M
12 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2.33% 290,546 $11.4M
13 Vontobel Holding Ltd. 2.00% 15,126,281 $581.5M
14 Generali Asset Management SPA SGR 1.70% 2,653,910 $81.6M
15 Orca Wealth Management, LLC 1.66% 59,800 $2.3M
16 LGT Group Foundation 1.61% 3,439,417 $132.2M
17 South Shore Capital Advisors 1.59% 56,737 $2.2M
18 Border to Coast Pensions Partnership Ltd 1.49% 2,307,000 $88K
19 Pictet Asset Management Holding SA 1.44% 35,591,624 $1.36B
20 Pictet North America Advisors SA 1.40% 369,855 $14.1M
21 Timber Creek Capital Management LLC 1.03% 109,157 $4.3M
22 Altman Advisors, Inc. 1.02% 63,194 $2.5M
23 Baader Bank Aktiengesellschaft 0.97% 321,846 $12.4M
24 Triasima Portfolio Management inc. 0.88% 148,260 $5.8M
25 Fisher Asset Management, LLC 0.88% 66,074,238 $2.58B
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — UBS GROUP AG (UBS)

What does the Smart Money Trend signal show for UBS?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added UBS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UBS?

More buyers than sellers — 61% buying: Last quarter: 377 funds were net buyers (128 opened a brand new position + 249 added to an existing one). Only 244 were sellers (190 trimmed + 54 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for UBS holders?

Elite ownership — 72% AUM from top-100 funds: 38 of 657 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in UBS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held UBS?

55% of holders stayed for 2+ years: 360 out of 657 hedge funds have held UBS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.