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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 $62.9B in total; Viking Global Investors is the only superinvestor holding it.

13F holders, Q1 2021

Institutional positions in UBS Group AG as of Mar 31, 2021. 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
348
No complete 13F data for Q4 2020
Shares held
1.32B
No complete 13F data for Q4 2020
Total value
$18.5B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 348 institutions
Q1 2021: 348 institutionsQ2 2021: 363 institutionsQ3 2021: 360 institutionsQ4 2021: 369 institutionsQ1 2022: 378 institutionsQ2 2022: 371 institutionsQ3 2022: 367 institutionsQ4 2022: 378 institutionsQ1 2023: 438 institutionsQ2 2023: 459 institutionsQ3 2023: 487 institutionsQ4 2023: 530 institutionsQ1 2024: 537 institutionsQ2 2024: 554 institutionsQ3 2024: 550 institutionsQ4 2024: 574 institutionsQ1 2025: 589 institutionsQ2 2025: 599 institutionsQ3 2025: 622 institutionsQ4 2025: 695 institutionsQ1 2026: 689 institutionsQ2 2026: 766 institutions
Value heldQ1 2021: $18.5B
Q1 2021: $18.5BQ2 2021: $20.1BQ3 2021: $21.2BQ4 2021: $24.8BQ1 2022: $26.6BQ2 2022: $20.9BQ3 2022: $18.5BQ4 2022: $23.6BQ1 2023: $30.0BQ2 2023: $25.7BQ3 2023: $31.7BQ4 2023: $41.2BQ1 2024: $42.3BQ2 2024: $41.3BQ3 2024: $42.6BQ4 2024: $43.0BQ1 2025: $43.1BQ2 2025: $44.5BQ3 2025: $49.8BQ4 2025: $61.4BQ1 2026: $44.5BQ2 2026: $62.9B
Institutions holding UBS and their total value by quarter
QuarterHoldersValue
Q2 2026766$62.9B
Q1 2026689$44.5B
Q4 2025695$61.4B
Q3 2025622$49.8B
Q2 2025599$44.5B
Q1 2025589$43.1B
Q4 2024574$43.0B
Q3 2024550$42.6B
Q2 2024554$41.3B
Q1 2024537$42.3B
Q4 2023530$41.2B
Q3 2023487$31.7B
Q2 2023459$25.7B
Q1 2023438$30.0B
Q4 2022378$23.6B
Q3 2022367$18.5B
Q2 2022371$20.9B
Q1 2022378$26.6B
Q4 2021369$24.8B
Q3 2021360$21.2B
Q2 2021363$20.1B
Q1 2021348$18.5B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding UBS Group AG.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding UBS in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Norges Bank156,194,205$2.42B0.55%––
Massachusetts Financial Services Co131,493,615$2.04B0.63%––
Credit Suisse AG116,398,334$1.81B1.34%––
Vanguard Group Inc105,773,196$1.64B0.04%––
Dodge & Cox89,315,642$1.38B0.99%––
Capital International Investors47,988,912$743.1M0.19%––
Wellington Management Group LLP43,671,005$679.1M0.12%––
Zurcher Kantonalbank (Zurich Cantonalbank)41,505,170$645.4M3.83%––
Goldman Sachs Group Inc40,508,834$629.1M0.19%––
Pictet Asset Management Ltd32,475,266$505.0M0.61%––
Deutsche Bank AG22,927,013$356.1M0.19%––
Allianz Asset Management GmbH22,039,207$342.7M0.35%––
FMR LLC21,102,328$327.6M0.03%––
Brandes Investment Partners, LP17,441,523$271.2M6.42%––
Royal Bank of Canada16,724,564$259.7M0.08%––
JPMorgan Chase & Co16,648,565$258.6M0.04%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main16,132,127$251.1M0.47%––
Amundi Asset Management US, Inc.15,069,620$234.0M0.18%––
DekaBank Deutsche Girozentrale13,000,370$202.8M0.67%––
Bank of America Corp8,707,530$135.2M0.02%––
Russell Investments Group, Ltd.8,663,759$134.7M0.24%––
Bank of New York Mellon Corp8,464,615$131.5M0.03%––
Bank of Montreal7,536,607$122.0M0.09%––
GQG Partners LLC7,342,614$114.2M0.42%––
Ameriprise Financial Inc7,185,070$109.2M0.04%––
AXA S.A.6,967,711$108.2M0.33%––
Arrowstreet Capital, Limited Partnership6,353,390$98.4M0.13%––
Mackenzie Financial Corp6,252,858$97.1M0.15%––
Pzena Investment Management LLC6,235,279$96.8M0.39%––
M&G Investment Management Ltd5,582,405$88.6M0.74%––
Neuberger Berman Group LLC5,668,513$88.1M0.08%––
ARGA Investment Management, LP5,562,649$86.3M6.45%––
Banque Cantonale Vaudoise5,366,324$83.5M4.25%––
Janus Henderson Group PLC4,347,647$67.6M0.03%––
Parametric Portfolio Associates LLC4,009,883$62.3M0.04%––
Citigroup Inc3,860,207$60.0M0.06%––
Schroder Investment Management Group4,018,397$58.8M0.08%––
Dimensional Fund Advisors LP3,772,875$58.6M0.02%––
Northern Trust Corp3,609,962$56.1M0.01%––
Korea Investment CORP3,542,057$55.1M0.17%––
Canada Pension Plan Investment Board3,299,370$51.3M0.07%––
Wells Fargo & Company3,169,526$49.2M0.01%––
Great West Life Assurance Co3,139,710$48.5M0.12%––
Compagnie Lombard Odier SCmA3,087,533$48.0M1.06%––
Aviva PLC3,026,012$47.0M0.23%––
Cullen Capital Management LLC2,978,407$46.3M0.50%––
Natixis Advisors, L.P.2,941,698$45.7M0.24%––
UBS Group AG127,563,444$45.2M0.02%––
Morgan Stanley2,884,199$44.8M0.01%––
Capital Bank & Trust Co2,618,821$40.6M0.48%––
Zurich Insurance Group Ltd2,552,038$39.6M0.57%––
Capital International Inc2,367,565$36.7M0.34%––
Clark Capital Management Group, Inc.2,179,065$33.8M0.52%––
Todd Asset Management LLC2,122,870$33.0M0.77%––
Alliancebernstein L.P.2,084,552$32.4M0.01%––
Franklin Resources Inc2,065,275$32.0M0.01%––
BlackRock Inc.2,030,610$31.5M0.00%––
Banque Pictet & Cie SA2,017,673$31.4M0.40%––
State of Tennessee, Treasury Department1,836,681$28.6M0.12%––
Captrust Financial Advisors1,765,576$27.4M0.30%––
Public Sector Pension Investment Board1,716,886$26.7M0.18%––
Fullerton Fund Management Co Ltd.1,688,531$26.3M2.02%––
Royal London Asset Management Ltd1,649,499$25.6M0.12%––
Marshall Wace Asia Ltd1,644,339$25.6M0.57%––
Jupiter Asset Management Ltd1,571,118$24.4M0.24%––
Marshall Wace, LLP1,564,883$24.3M0.13%––
AMP Capital Investors Ltd1,527,399$23.8M0.12%––
Manufacturers Life Insurance Company, The1,524,663$23.7M0.02%––
Raymond James & Associates1,496,141$23.2M0.02%––
State of Wisconsin Investment Board1,333,409$20.7M0.04%––
HSBC Holdings PLC1,284,907$20.0M0.03%––
Artemis Investment Management LLP1,187,844$18.5M0.18%––
Teachers Retirement System of the State of Kentucky1,186,620$18.4M0.18%––
Tocqueville Asset Management L.P.1,177,518$18.3M0.28%––
Calamos Advisors LLC1,167,288$18.1M0.11%––
Envestnet Asset Management Inc1,161,531$18.0M0.01%––
Exane Asset Management1,122,701$17.4M6.71%––
Millennium Management LLC999,260$15.5M0.02%––
Edmond de Rothschild Holding S.A.965,383$15.0M0.41%––
Pictet North America Advisors SA926,398$14.4M1.68%––
TD Asset Management Inc899,142$14.0M0.02%––
Credit Agricole S A765,762$11.9M0.45%––
Grantham, Mayo, Van Otterloo & Co. LLC753,943$11.7M0.06%––
Janney Capital Management LLC728,274$11.3M0.75%––
Renaissance Group LLC694,643$10.8M0.46%––
Nuveen Asset Management, LLC691,893$10.7M0.00%––
Eaton Vance Management679,823$10.6M0.02%––
FIL Ltd669,908$10.4M0.01%––
Virginia Retirement Systems Et Al575,501$8.95M0.09%––
Voya Investment Management LLC521,361$8.11M0.02%––
Capital International Ltd515,812$8.00M0.48%––
Polar Capital Holdings Plc510,218$7.82M0.05%––
Capital International Sarl478,672$7.42M0.71%––
Leuthold Group, LLC424,399$6.59M0.83%––
Henry James International Management, Inc.422,072$6.55M1.97%––
Contravisory Investment Management, Inc.333,685$5.18M1.62%––
Value Partners Investments Inc.330,241$5.13M0.45%––
Assenagon Asset Management S.A.329,321$5.12M0.03%––
Oppenheimer Asset Management Inc.325,512$5.05M0.08%––
Mercer Global Advisors Inc324,604$5.04M0.05%––