Who owns UBS? 13F holders and whale ownership
UBS is tracked across public portfolios in Whale Analyzer. This page answers who owns UBS, which top funds are buying UBS, aggregate disclosed value, and recent position changes based on public data. Cevian Capital is the largest reported holder at $1.88B; the top five funds control 100.0% of reported ownership; institutions were net selling last quarter (0 increased, 1 reduced); the stock trades above the aggregate whale cost basis of $24.07. Top tracked holders include Cevian Capital and Dodge & Cox.
Continue to the live UBS dashboardTop holders
| Investor | Reported value | Shares | Change |
|---|---|---|---|
| Cevian Capital 13F portfolio Cevian Capital II GP holdings | $1.88B | 48.1M | Held |
| Dodge & Cox 13F portfolio Dodge & Cox holdings | $1.31B | 33.6M | Reduced |
Ownership concentration
Reported ownership of UBS is highly concentrated across tracked institutions.
- Single largest holder: 59.0% of reported ownership
- Top 5 holders: 100.0%
- Top 10 holders: 100.0%
Whale activity this quarter
Across 2 tracked institutions, 1 held, 1 reduced. Net positioning is net selling.
- Cevian Capital — Cevian Capital II GP ($1.88B) (→ 0.0% qoq shares) · avg cost $24.07
- Dodge & Cox — Dodge & Cox ($1.31B) (▼ 0.1% qoq shares)
Whale cost basis vs current price
The aggregate tracked cost basis is $24.07 versus a current price of $49.09, so UBS trades above its cost basis (+104.0%). Average unrealized P&L across tracked holders: 96%.
Sector positioning — Financials
UBS sits within the Financials sector alongside 84 other tracked names. Compare whale ownership across peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time ownership totals. Open the live UBS dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
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Learn more in Whale Analyzer Academy
Deepen your read on UBS with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns UBS stock?
Whale Analyzer tracks 2 public institutional holders of UBS with a combined reported value of $3.19B. See the holder table above for the largest tracked positions.
Which top funds are buying UBS?
Tracked institutions were net selling last quarter — 1 held, 1 reduced. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is UBS ownership?
The top five tracked holders report 100.0% of aggregate ownership.
Is UBS above or below the whale cost basis?
The aggregate tracked cost basis is $24.07 versus a current price of $49.09 (+104.0%).
What does 13F ownership mean for UBS?
Use the interactive UBS dashboard on Whale Analyzer for real-time holder analysis, or read our 13F Alpha Signals Guide.