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.
- 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 heldUBS AG
UBS Group AG
DocMorris AG
Barry Callebaut AG
R&S Group Holding AG
Sunrise Communications Group AG
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
Controls
Group entities linked to this shareholder in joint disclosures.
- UBS AG404 · 19.09.2026
- UBS Switzerland AG347 · 19.09.2026
- UBS Asset Management UK Ltd295 · 10.01.2026
- UBS Fund Management Luxembourg S.A239 · 03.10.2024
- UBS Asset Management Switzerland AG228 · 18.09.2026
- UBS Europe SE198 · 19.09.2026
- UBS Asset Management Life Ltd138 · 05.06.2026
- UBS Asset Management Singapore Ltd135 · 05.06.2026
- UBS Asset Management Australia Ltd119 · 10.01.2026
- UBS Asset Management Deutschland GmbH101 · 04.01.2025
- UBS Securities LLC, Corporation Service Company100 · 14.02.2024
- UBS Asset Mgmt Trust Comp., Illinois Corp. Serv. Comp92 · 24.09.2022
- Credit Suisse International71 · 14.11.2024
- UBS Asset Management Americas Inc., Corp. Service Comp70 · 03.08.2023
- UBS Financial Services Inc., Corporation Service Company60 · 29.01.2021
- Credit Suisse Schweiz AG57 · 26.06.2024
- UBS Asset Management Europe S.A55 · 19.09.2026
- Credit Suisse AG50 · 25.05.2024
- UBS Securities LLC48 · 05.06.2026
- UBS Asset Management Trust Company48 · 04.10.2022
- UBS Asset Management Hong Kong Limited37 · 27.02.2020
- UBS Europe SE Luxembourg Branch18 · 18.04.2019
- UBS Asset Management Japan Ltd16 · 20.12.2023
- UBS Luxembourg S.A14 · 05.11.2016
- 3041 UBS Group AG Compensation13 · 22.06.2023
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
Nature of disclosed positions
Derivatives, sale positions or lending may indicate a more complex strategy than a long equity holding.
Latest shareholding disclosures
Idorsia Ltd
UBS Group AG · Single shareholder
Idorsia Ltd
UBS Group AG · Single shareholder
Idorsia Ltd
UBS Group AG · Single shareholder
Show 37 older disclosures
Idorsia Ltd
UBS Group AG · Single shareholder
DocMorris AG
UBS Group AG · Single shareholder
Idorsia Ltd
UBS Group AG · Single shareholder
Idorsia Ltd
UBS Group AG · Single shareholder
R&S Group Holding AG
UBS Group AG · Single shareholder
DocMorris AG
UBS Group AG · Single shareholder
Idorsia Ltd
UBS Group AG · Single shareholder
Idorsia Ltd
UBS Group AG · Single shareholder
DocMorris AG
UBS Group AG · Single shareholder
R&S Group Holding AG
UBS Group AG · Single shareholder
Idorsia Ltd
UBS Group AG · Single shareholder
Idorsia Ltd
UBS Group AG · Single shareholder
DocMorris AG
UBS Group AG · Single shareholder
Idorsia Ltd
UBS Group AG · Single shareholder
Idorsia Ltd
UBS Group AG · Single shareholder
Idorsia Ltd
UBS Group AG · Single shareholder
DocMorris AG
UBS Group AG · Single shareholder
DocMorris AG
UBS Group AG · Single shareholder
R&S Group Holding AG
UBS Group AG · Single shareholder
DocMorris AG
UBS Group AG · Single shareholder
SIG Group Ltd
UBS Group AG · Single shareholder
SIG Group Ltd
UBS Group AG · Single shareholder
DocMorris AG
UBS Group AG · Single shareholder
DocMorris AG
UBS Group AG · Single shareholder
DocMorris AG
UBS Group AG · Single shareholder
SIG Group Ltd
UBS Group AG · Single shareholder
DocMorris AG
UBS Group AG · Single shareholder
SIG Group Ltd
UBS Group AG · Single shareholder
SIG Group Ltd
UBS Group AG · Single shareholder
SIG Group Ltd
UBS Group AG · Single shareholder
UBS Group AG
UBS Group AG · Single shareholder
DocMorris AG
UBS Group AG · Single shareholder
DocMorris AG
UBS Group AG · Single shareholder
DocMorris AG
UBS Group AG · Single shareholder
DocMorris AG
UBS Group AG · Single shareholder
DocMorris AG
UBS Group AG · Single shareholder
Fundamenta Real Estate AG
UBS Group AG · Group of shareholders
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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 weekInsider barometer
Compare insider purchases and sales across the Swiss stock exchange over 30 days.
View the Swiss barometerThese signals are not investment advice.