$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.
UBS GROUP AG
13F holders
628
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 628 · Source: 13F-HR01
ProShare Advisors LLC
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02
Citizens Financial Group INC
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03
Leith Wheeler Investment Counsel Ltd.
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04
Pzena Investment Management LLC
—
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05
US Bancorp De
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06
Cevian Capital II GP LTD
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07
Deutsche Bank AG
—
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08
EDENTREE ASSET MANAGEMENT Ltd
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09
Second Line Capital, LLC
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10
Renaissancere Holdings Ltd.
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
12 holders · Q1 202601
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
06
Banque Pictet & Cie SA
0.23% NEW
α +10.3pts
07
Citigroup Inc.
0.12% NEW
α +26.3pts
08
Beverly Hills Private Wealth, LLC
0.08% held
α +10.4pts
09
Mountain Hill Investment Partners Corp.
0.05% held
α +15.0pts
10
Banco Santander, S.A.
0.05% held
α +12.6pts
11
Principal Securities, Inc.
0.00% held
α +21.3pts
12
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
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.
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 ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $UBS lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $UBS — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 10:52 UTC.