Company / strategic investorRegistered location :8001 Zürich

UBS Group AGDeclared Swiss shareholdings

UBS Group AG: 6 Swiss companies with a declared holding, including UBS AG, UBS Group AG, DocMorris AG. Latest filing: 22.10.2026.

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Estimated value (CHF)
…
Swiss companies held
6
Largest position
98,09 %
UBS AG
12-month trend
Net builder
3 rate rises · 0 rate falls
Latest filing
22.10.2026
Active since 2014

Declared Swiss portfolio

Latest declared rate per company

Sector allocation

Share of companies held
How to read these figures?

Rates come from the 477 official filings published by SIX Exchange Regulation. A filing is only required when a threshold is crossed (3, 5, 10, 15, 20, 25, 33⅓, 50, 66⅔%): the actual position may have changed since.

Estimated value = shares held per the latest filing × latest CHF closing price. It is an indicative order of magnitude: the position may have changed without a new threshold being crossed, and holdings without a share count or a CHF price are not valued. Each company's mini-chart traces the successive declared rates.

This profile shows only what the declarant published. No external data is added to it.

Group structure

Shareholding disclosures are often filed jointly by several entities of the same group. The registry links them together: "Controls" lists the group entities declared alongside this shareholder, "Controlled by" the head entities. The figure is the number of joint disclosures, followed by the date of the most recent one.

Show group structure25 controls

This mapping reflects observed disclosures; it does not necessarily indicate permanent legal control.

Disclosure behaviour

Upward and downward threshold crossings show direction, without measuring daily trades below legal thresholds.

90 days · Upward crossings

14

visible history: 348

90 days · Downward crossings

0

visible history: 58

First disclosure: 18.12.2014Last disclosure: 22.10.2026

Nature of disclosed positions

Derivatives, sale positions or lending may indicate a more complex strategy than a long equity holding.

Equity holdings
58
Rights / derivatives
302
Sale positions
458
Securities lending
125
Other positions
57

Latest shareholding disclosures

Show 37 older disclosures
Below thresholdShareholdings

Idorsia Ltd

UBS Group AG · Single shareholder

3%Below threshold17.10.2026
PurchaseShareholdings

DocMorris AG

UBS Group AG · Single shareholder

19.21%Voting rights acquired15.10.2026
Below thresholdShareholdings

Idorsia Ltd

UBS Group AG · Single shareholder

3%Below threshold14.10.2026
PurchaseShareholdings

Idorsia Ltd

UBS Group AG · Single shareholder

6.527%Voting rights acquired03.10.2026
PurchaseShareholdings

R&S Group Holding AG

UBS Group AG · Single shareholder

6.569%Voting rights acquired30.09.2026
PurchaseShareholdings

DocMorris AG

UBS Group AG · Single shareholder

21.655%Voting rights acquired26.09.2026
PurchaseShareholdings

Idorsia Ltd

UBS Group AG · Single shareholder

6.12%Voting rights acquired25.09.2026
Below thresholdShareholdings

Idorsia Ltd

UBS Group AG · Single shareholder

3%Below threshold24.09.2026
PurchaseShareholdings

DocMorris AG

UBS Group AG · Single shareholder

19.256%Voting rights acquired24.09.2026
PurchaseShareholdings

R&S Group Holding AG

UBS Group AG · Single shareholder

6.929%Voting rights acquired19.09.2026
Below thresholdShareholdings

Idorsia Ltd

UBS Group AG · Single shareholder

3%Below threshold18.09.2026
PurchaseShareholdings

Idorsia Ltd

UBS Group AG · Single shareholder

5.247%Voting rights acquired18.09.2026
PurchaseShareholdings

DocMorris AG

UBS Group AG · Single shareholder

21.116%Voting rights acquired18.09.2026
PurchaseShareholdings

Idorsia Ltd

UBS Group AG · Single shareholder

5.558%Voting rights acquired16.09.2026
PurchaseShareholdings

Idorsia Ltd

UBS Group AG · Single shareholder

5.475%Voting rights acquired28.08.2026
Below thresholdShareholdings

Idorsia Ltd

UBS Group AG · Single shareholder

3%Below threshold28.08.2026
PurchaseShareholdings

DocMorris AG

UBS Group AG · Single shareholder

16.985%Voting rights acquired07.08.2026
PurchaseShareholdings

DocMorris AG

UBS Group AG · Single shareholder

16.636%Voting rights acquired05.08.2026
PurchaseShareholdings

R&S Group Holding AG

UBS Group AG · Single shareholder

5.358%Voting rights acquired31.07.2026
PurchaseShareholdings

DocMorris AG

UBS Group AG · Single shareholder

18.281%Voting rights acquired30.07.2026
Below thresholdShareholdings

SIG Group Ltd

UBS Group AG · Single shareholder

3%Below threshold06.06.2026
PurchaseShareholdings

SIG Group Ltd

UBS Group AG · Single shareholder

8.007%Voting rights acquired05.06.2026
PurchaseShareholdings

DocMorris AG

UBS Group AG · Single shareholder

17.697%Voting rights acquired22.05.2026
PurchaseShareholdings

DocMorris AG

UBS Group AG · Single shareholder

18.026%Voting rights acquired21.05.2026
PurchaseShareholdings

DocMorris AG

UBS Group AG · Single shareholder

15.485%Voting rights acquired19.05.2026
PurchaseShareholdings

SIG Group Ltd

UBS Group AG · Single shareholder

8.005%Voting rights acquired16.05.2026
PurchaseShareholdings

DocMorris AG

UBS Group AG · Single shareholder

14.435%Voting rights acquired28.04.2026
Below thresholdShareholdings

SIG Group Ltd

UBS Group AG · Single shareholder

3%Below threshold31.03.2026
PurchaseShareholdings

SIG Group Ltd

UBS Group AG · Single shareholder

5.977%Voting rights acquired31.03.2026
PurchaseShareholdings

SIG Group Ltd

UBS Group AG · Single shareholder

5.977%Voting rights acquired31.03.2026
SaleShareholdings

UBS Group AG

UBS Group AG · Single shareholder

21.3%Voting rights sold10.01.2026
PurchaseShareholdings

DocMorris AG

UBS Group AG · Single shareholder

18.244%Voting rights acquired26.11.2025
PurchaseShareholdings

DocMorris AG

UBS Group AG · Single shareholder

16.95%Voting rights acquired26.11.2025
PurchaseShareholdings

DocMorris AG

UBS Group AG · Single shareholder

17.073%Voting rights acquired25.11.2025
PurchaseShareholdings

DocMorris AG

UBS Group AG · Single shareholder

13.247%Voting rights acquired21.11.2025
PurchaseShareholdings

DocMorris AG

UBS Group AG · Single shareholder

14.042%Voting rights acquired20.11.2025
Below thresholdShareholdings

Fundamenta Real Estate AG

UBS Group AG · Group of shareholders

3%Below threshold11.11.2025

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Management purchases in this portfolio

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    These figures aggregate public disclosures. They are not investment advice.

    Common questions

    Which Swiss companies are in UBS Group AG’s disclosed portfolio?

    UBS AG, UBS Group AG, DocMorris AG, Barry Callebaut AG, R&S Group Holding AG, Sunrise Communications Group AG.

    What is UBS Group AG’s latest disclosure?

    The latest available disclosure was published on 22.10.2026 and concerns Idorsia Ltd. Threshold disclosures do not describe every purchase or sale.

    Explore further

    Recent insider purchases

    What are insiders doing at companies disclosed by this shareholder?

    All purchases this week

    Insider barometer

    Compare insider purchases and sales across the Swiss stock exchange over 30 days.

    View the Swiss barometer

    These signals are not investment advice.