Investor · Company
UBS Group AG
UBS Group AG is an investment manager in Switzerland. It has 2 subsidiaries in the data. It held $15.6 bn of shares in 40 listed asset owners in the data at its latest 13F report, the largest NextEra Energy, Inc. ($2.06 bn).
Group
Subsidiaries
2 companies under UBS Group AG, direct and through other subsidiaries.
| Subsidiary | Held through | Share | Assets and rights |
|---|---|---|---|
| UBS Asset Management Funds Ltd | Direct | — | — |
| UBS Asset Management Holding Ltd | Direct | — | — |
Shares in listed asset owners
Listed companies in the data in which UBS Group AG reported $100 m or more of shares, or 1% or more of them, on Form 13F, at its latest report on each: the 25 largest of 40.
| Company | Value | Of shares outstanding | Quarter |
|---|---|---|---|
| NextEra Energy, Inc. | $2.06 bn | 1.13% | 30 Jun 2026 |
| Chevron Corporation | $1.77 bn | 0.54% | 30 Jun 2026 |
| Vistra Corp. | $856 m | 1.61% | 30 Jun 2026 |
| ExxonMobil Holdings Corp | $842 m | 0.15% | 30 Jun 2026 |
| TotalEnergies SE | $728 m | — | 30 Jun 2026 |
| Constellation Energy Corporation | $724 m | 0.82% | 30 Jun 2026 |
| Freeport-McMoRan Inc | $690 m | 0.76% | 30 Jun 2026 |
| Equinix, Inc. | $593 m | 0.58% | 30 Jun 2026 |
| Conocophillips Company | $552 m | 0.44% | 30 Jun 2026 |
| Marathon Petroleum Corp | $471 m | 0.66% | 30 Jun 2026 |
| Brookfield Corporation | $470 m | — | 30 Jun 2026 |
| Entergy | $470 m | 0.89% | 30 Jun 2026 |
| Phillips 66 | $406 m | 0.6% | 30 Jun 2026 |
| Duke Energy CORP | $372 m | 0.38% | 30 Jun 2026 |
| Digital Realty Trust | $365 m | — | 30 Jun 2026 |
| The Southern Company | $355 m | 0.33% | 30 Jun 2026 |
| American Electric Power | $340 m | 0.46% | 30 Jun 2026 |
| Edison International | $322 m | 1.12% | 30 Jun 2026 |
| Enbridge Inc. | $262 m | 0.22% | 30 Jun 2026 |
| Xcel Energy Inc. | $215 m | 0.43% | 30 Jun 2026 |
| NRG Energy Inc | $210 m | 0.68% | 30 Jun 2026 |
| Dominion Energy Inc. | $206 m | 0.34% | 30 Jun 2026 |
| WEC Energy Group Inc. | $173 m | 0.46% | 30 Jun 2026 |
| APA Corp | $172 m | — | 30 Jun 2026 |
| Sempra | $168 m | 0.28% | 30 Jun 2026 |
Facts
| Fact | Value | Source |
|---|---|---|
| Location | Switzerland | GLEIF LEI · record · CC0 1.0 · checked 24 Oct 2026 |
| Location | Switzerland | SEC 13F data sets · Public domain · checked 24 Oct 2026 |
| Location | Switzerland | Companies House PSC snapshot · Free, unsupported daily snapshot · checked 24 Oct 2026 |
| LEI | 549300SZJ9VS8SGXAN81 | GLEIF LEI · record · CC0 1.0 · checked 24 Oct 2026 |
| LEI | 549300SZJ9VS8SGXAN81 | Rare Context entity resolution · record · CC0 1.0 · checked 24 Oct 2026 |
| LEI | 549300SZJ9VS8SGXAN81 | Rare Context entity resolution · record · CC0 1.0 · checked 24 Oct 2026 |
| SEC CIK | 0001610520 | SEC 13F data sets · Public domain · checked 24 Oct 2026 |
| Company number | CHE-395.345.924 | GLEIF LEI · record · CC0 1.0 · checked 24 Oct 2026 |
Also recorded as
Sources name UBS Group AG under 3 records; this page joins them. Links to any of them lead here.
| Name in the source | Identifier | Source |
|---|---|---|
| UBS Group AG | party:lei:549300SZJ9VS8SGXAN81 | GLEIF LEI |
| UBS Group AG | party:sec-cik:0001610520 | SEC 13F data sets |
| Ubs Group Ag | party:uk-psc:ubs-group-ag | Companies House PSC snapshot |
Research on UBS Group AG.Its real-asset holdings and recent deals, and an introduction to the team: on request.
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- Companies House PSC snapshot. Companies House PSC snapshot, Free, unsupported daily snapshot.
- GLEIF LEI. GLEIF LEI, CC0 1.0.
- Rare Context entity resolution. Rare Context entity resolution, CC0 1.0.
- U.S. Securities and Exchange Commission. SEC 13F data sets, Public domain.