UBS Group AG
UBS- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0001610520
No open-market purchases or sales by UBS Group AG insiders were filed in the last 90 days; 766 institutions reported holding it in 13F filings for Q2 2026, worth $63.7B in total; Viking Global Investors is the only superinvestor holding it.
13F holders, Q2 2026
Institutional positions in UBS Group AG as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 766
- +89 vs. Q1 2026
- Shares held
- 1.29B
- +143.0M (+12.5%) vs. Q1 2026
- Total value
- $63.7B
- +$19.5B (+44.1%) vs. Q1 2026
- New holders
- 145
- 280 more added
- Sold out
- 56
- 224 more reduced
11 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UBS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 766 | $63.7B |
| Q1 2026 | 688 | $44.4B |
| Q4 2025 | 695 | $61.4B |
| Q3 2025 | 622 | $51.2B |
| Q2 2025 | 599 | $44.8B |
| Q1 2025 | 588 | $43.0B |
| Q4 2024 | 574 | $43.1B |
| Q3 2024 | 550 | $44.2B |
| Q2 2024 | 553 | $42.7B |
| Q1 2024 | 536 | $44.3B |
| Q4 2023 | 529 | $42.2B |
| Q3 2023 | 486 | $31.7B |
| Q2 2023 | 458 | $25.7B |
| Q1 2023 | 437 | $30.8B |
| Q4 2022 | 378 | $23.6B |
| Q3 2022 | 367 | $18.7B |
| Q2 2022 | 371 | $21.1B |
| Q1 2022 | 378 | $26.9B |
| Q4 2021 | 369 | $25.8B |
| Q3 2021 | 360 | $21.2B |
| Q2 2021 | 362 | $20.2B |
| Q1 2021 | 348 | $18.5B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 107,137,265 | $5.31B | 0.84% | +247,083+0.2% | Added |
| Vanguard Capital Management LLC | 98,080,411 | $4.86B | 0.10% | +816,468+0.8% | Added |
| Norges Bank | 95,849,980 | $4.75B | 0.47% | +95,849,980 | New |
| Fisher Asset Management, LLC | 64,920,294 | $3.22B | 0.96% | −1,153,944−1.7% | Reduced |
| Massachusetts Financial Services Co | 62,927,553 | $3.20B | 1.01% | −2,614,508−4.0% | Reduced |
| Wellington Management Group LLP | 59,553,311 | $2.96B | 0.51% | +9,632,654+19.3% | Added |
| FMR LLC | 55,541,141 | $2.75B | 0.12% | +1,657,409+3.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 55,233,032 | $2.74B | 5.26% | −1,441,535−2.5% | Reduced |
| Cevian Capital II GP LTD | 48,117,675 | $2.38B | 64.50% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 36,743,822 | $1.82B | 1.74% | +1,152,198+3.2% | Added |
| Dodge & Cox | 33,630,342 | $1.67B | 0.87% | −14,3000.0% | Reduced |
| Assenagon Asset Management S.A. | 33,072,836 | $1.64B | 1.07% | +32,813,543+12,655.0% | Added |
| JPMorgan Chase & Co | 29,666,939 | $1.47B | 0.09% | +2,232,692+8.1% | Added |
| Vanguard Fiduciary Trust Co | 27,709,028 | $1.37B | 0.30% | +198,485+0.7% | Added |
| Amundi | 25,463,870 | $1.26B | 0.30% | +2,169,023+9.3% | Added |
| Deutsche Bank AG | 24,147,522 | $1.20B | 0.35% | −7,775,104−24.4% | Reduced |
| Legal & General Group Plc | 22,124,624 | $1.10B | 0.23% | −1,277,920−5.5% | Reduced |
| Goldman Sachs Group Inc | 19,805,601 | $981.6M | 0.10% | +4,460,615+29.1% | Added |
| Pzena Investment Management LLC | 22,604,129 | $905.5M | 2.66% | −3,940,226−14.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 17,034,727 | $844.2M | 0.37% | −1,816,201−9.6% | Reduced |
| Vanguard Asset Management, Ltd | 14,828,609 | $734.9M | 0.50% | +716,193+5.1% | Added |
| Vontobel Holding Ltd. | 14,698,356 | $728.4M | 2.44% | −427,925−2.8% | Reduced |
| Capital World Investors | 14,545,505 | $720.6M | 0.09% | −8,950,341−38.1% | Reduced |
| Nuveen, LLC | 10,482,169 | $520.3M | 0.12% | −745,235−6.6% | Reduced |
| Bank of America Corp | 10,325,213 | $511.7M | 0.03% | +670,229+6.9% | Added |
| Canada Pension Plan Investment Board | 10,233,181 | $507.1M | 0.28% | +2,276,359+28.6% | Added |
| Caisse des Depots Et Consignations | 7,812,061 | $388.0M | 6.56% | 00.0% | Unchanged |
| Morgan Stanley | 7,694,575 | $381.3M | 0.02% | −68,648−0.9% | Reduced |
| Jupiter Topco LLC | 7,482,210 | $371.6M | 0.15% | +7,482,210 | New |
| Citigroup Inc | 7,234,261 | $359.3M | 0.17% | +1,275,178+21.4% | Added |
| Banque Cantonale Vaudoise | 7,162,067 | $355.7M | 0.05% | +20,697+0.3% | Added |
| Ninety One UK Ltd | 7,133,245 | $354.3M | 0.79% | −1,554,733−17.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,650,553 | $329.9M | 0.26% | +805,184+13.8% | Added |
| Bank of New York Mellon Corp | 6,575,317 | $325.9M | 0.05% | +72,607+1.1% | Added |
| Allianz Asset Management GmbH | 6,407,087 | $318.2M | 0.29% | +212,340+3.4% | Added |
| Russell Investments Group, Ltd. | 6,405,254 | $318.0M | 0.28% | −1,333,644−17.2% | Reduced |
| WCM Investment Management, LLC | 6,150,458 | $304.4M | 0.55% | +300,258+5.1% | Added |
| Franklin Resources Inc | 5,826,152 | $288.6M | 0.06% | +724,551+14.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 5,601,012 | $278.1M | 0.72% | −513,151−8.4% | Reduced |
| Royal Bank of Canada | 5,577,794 | $276.4M | 0.05% | +1,642,213+41.7% | Added |
| Qube Research & Technologies Ltd | 5,474,754 | $271.3M | 0.30% | −2,137,788−28.1% | Reduced |
| Compagnie Lombard Odier SCmA | 5,382,576 | $267.3M | 2.89% | +110,506+2.1% | Added |
| M&G Plc | 5,307,939 | $262.7M | 1.31% | +327,179+6.6% | Added |
| Dimensional Fund Advisors LP | 4,893,948 | $242.5M | 0.04% | +4,893,948 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,872,034 | $241.4M | 0.24% | +233,372+5.0% | Added |
| AQR Capital Management LLC | 4,831,556 | $239.4M | 0.08% | +138,453+3.0% | Added |
| Natixis Advisors, L.P. | 4,605,772 | $228.3M | 0.26% | +478,758+11.6% | Added |
| Northern Trust Corp | 4,389,280 | $217.5M | 0.03% | +32,374+0.7% | Added |
| Jones Financial Companies LLLP | 4,128,651 | $202.7M | 0.08% | +610,651+17.4% | Added |
| BlackRock, Inc. | 4,041,667 | $200.3M | 0.00% | +195,231+5.1% | Added |
| Aviva PLC | 3,688,297 | $182.8M | 0.27% | +117,560+3.3% | Added |
| Acadian Asset Management LLC | 3,556,341 | $176.6M | 0.21% | +584,985+19.7% | Added |
| Royal London Asset Management Ltd | 3,468,512 | $171.9M | 0.32% | −47,366−1.3% | Reduced |
| Great West Life Assurance Co | 3,339,552 | $165.6M | 0.26% | +172,377+5.4% | Added |
| Clearbridge Investments, LLC | 3,295,070 | $163.3M | 0.14% | +3,157,318+2,292.0% | Added |
| TD Asset Management Inc | 3,283,895 | $163.1M | 0.14% | +732,525+28.7% | Added |
| LGT Group Foundation | 3,276,919 | $162.4M | 1.84% | −162,498−4.7% | Reduced |
| DekaBank Deutsche Girozentrale | 4,269,505 | $162.0M | 0.27% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 2,926,309 | $145.1M | 0.38% | +384,255+15.1% | Added |
| Liontrust Investment Partners LLP | 2,458,659 | $122.1M | 1.79% | +2,458,659 | New |
| Viking Global Investors LPSuperinvestorViking Global Investors | 2,435,805 | $120.8M | 0.34% | +2,435,805 | New |
| ASR Vermogensbeheer N.V. | 2,401,020 | $119.2M | 1.23% | +1,083,910+82.3% | Added |
| Public Employees Retirement System of Ohio | 2,398,700 | $119.1M | 0.35% | +6,332+0.3% | Added |
| Border to Coast Pensions Partnership Ltd | 2,394,800 | $118.8M | 1.75% | +87,800+3.8% | Added |
| American Century Companies Inc | 2,381,984 | $118.1M | 0.05% | +360,368+17.8% | Added |
| Invesco Ltd. | 2,269,793 | $112.5M | 0.01% | −162,588−6.7% | Reduced |
| Korea Investment CORP | 2,130,913 | $105.8M | 0.20% | −148,453−6.5% | Reduced |
| Bank of Montreal | 2,044,026 | $101.3M | 0.04% | −417,003−16.9% | Reduced |
| Captrust Financial Advisors | 2,036,912 | $100.9M | 0.15% | −59,495−2.8% | Reduced |
| Life Cycle Investment Partners Ltd | 2,031,327 | $100.9M | 0.47% | +312,308+18.2% | Added |
| Generali Asset Management SPA SGR | 2,491,590 | $99.8M | 1.80% | −162,320−6.1% | Reduced |
| State of Tennessee, Treasury Department | 1,860,583 | $92.4M | 0.27% | −76,358−3.9% | Reduced |
| Moore Capital Management, LP | 1,858,635 | $92.1M | 2.10% | −180,964−8.9% | Reduced |
| 1832 Asset Management L.P. | 1,697,000 | $84.1M | 0.10% | +1,697,000 | New |
| Envestnet Asset Management Inc | 1,686,431 | $83.6M | 0.02% | +182,941+12.2% | Added |
| Ameriprise Financial Inc | 1,651,479 | $82.0M | 0.02% | −12,337−0.7% | Reduced |
| Credit Agricole S A | 1,644,169 | $81.5M | 0.21% | +711,613+76.3% | Added |
| Banque Pictet & Cie SA | 1,637,812 | $81.3M | 0.84% | −27,262−1.6% | Reduced |
| ABN AMRO Bank N.V. | 1,630,379 | $80.7M | 1.04% | +160,141+10.9% | Added |
| Vanguard Investments Australia, Ltd. | 1,614,810 | $80.0M | 0.20% | +36,099+2.3% | Added |
| FIL Ltd | 1,567,708 | $77.7M | 0.06% | −97,313−5.8% | Reduced |
| Brandes Investment Partners, LP | 1,398,641 | $69.3M | 0.49% | +30,169+2.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,308,707 | $65.0M | 0.15% | +775,073+145.2% | Added |
| SEB Asset Management AB | 1,302,198 | $64.7M | 0.24% | +143,108+12.3% | Added |
| Vanguard Global Advisers, LLC | 1,301,841 | $64.5M | 0.03% | +93,478+7.7% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 1,295,198 | $64.3M | 0.29% | −114,896−8.1% | Reduced |
| State of Wisconsin Investment Board | 1,190,788 | $59.1M | 0.12% | +26,633+2.3% | Added |
| Rathbone Brothers plc | 1,179,032 | $58.6M | 0.22% | −41,002−3.4% | Reduced |
| Manufacturers Life Insurance Company, The | 1,173,305 | $58.2M | 0.05% | −61,337−5.0% | Reduced |
| Crocodile Capital Partners GmbH | 1,170,000 | $58.0M | 39.44% | 00.0% | Unchanged |
| Mediolanum International Funds Ltd | 1,111,179 | $54.9M | 0.47% | +522,867+88.9% | Added |
| Zurich Insurance Group Ltd | 1,083,128 | $53.7M | 0.37% | +503,165+86.8% | Added |
| DJE Kapital AG | 983,564 | $49.0M | 0.92% | +983,564 | New |
| Patient Capital Management, LLC | 953,734 | $47.3M | 1.57% | −288,221−23.2% | Reduced |
| EFG International AG | 898,628 | $44.5M | 0.81% | +5,797+0.6% | Added |
| J. Safra Sarasin Holding AG | 1,104,367 | $43.3M | 0.62% | +17,759+1.6% | Added |
| Thrivent Financial for Lutherans | 853,597 | $42.4M | 0.07% | −12,223−1.4% | Reduced |
| Wells Fargo & Company | 810,448 | $40.2M | 0.01% | +156,835+24.0% | Added |
| Raymond James Financial Inc | 776,059 | $38.5M | 0.01% | +90,042+13.1% | Added |
| Alliancebernstein L.P. | 976,101 | $38.1M | 0.01% | +359,286+58.2% | Added |