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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
Forsta Ap-Fonden719,038$00.00%––
Proequities, Inc.96$1.00K0.00%––
Plante Moran Financial Advisors, LLC85$1.00K0.00%––
Lenox Wealth Advisors, LLC62$1.00K0.00%––
Dividend Assets Capital, LLC146$2.00K0.00%––
Solstein Capital, LLC101$2.00K0.00%––
Liberty Wealth Management LLC202$2.00K0.00%––
Raffa Wealth Management, LLC150$2.33K0.00%––
Glen Eagle Advisors, LLC179$2.78K0.00%––
Endurance Wealth Management, Inc.200$3.00K0.00%––
Column Capital Advisors, LLC166$3.00K0.00%––
Capital Analysts, LLC175$3.00K0.00%––
Global Retirement Partners, LLC206$3.00K0.00%––
MUFG Americas Holdings Corp237$4.00K0.00%––
Benjamin F. Edwards & Company, Inc.250$4.00K0.00%––
Geneos Wealth Management Inc.300$4.00K0.00%––
Arkadios Wealth Advisors303$4.00K0.00%––
HighMark Wealth Management LLC255$4.00K0.00%––
FinTrust Capital Advisors, LLC306$5.00K0.00%––
Annapolis Financial Services, LLC309$5.00K0.00%––
CoreFirst Bank & Trust310$5.00K0.00%––
Allworth Financial LP410$6.00K0.00%––
Truvestments Capital LLC409$6.00K0.00%––
Meridian Wealth Partners, LLC395$6.00K0.00%––
Sound Income Strategies, LLC434$6.74K0.00%––
Stonebridge Capital Advisors LLC450$7.00K0.00%––
NEXT Financial Group, Inc422$7.00K0.00%––
Evoke Wealth, LLC424$7.00K0.00%––
Bellevue Asset Management, LLC419$7.00K0.00%––
Key Financial Inc456$7.00K0.00%––
Freedman Financial Associates, Inc.500$8.00K0.01%––
Earnest Partners LLC570$9.00K0.00%––
CWM, LLC602$9.00K0.00%––
Smithfield Trust Co644$10.0K0.00%––
WealthShield Partners, LLC615$10.0K0.00%––
Savior LLC631$10.0K0.01%––
HM Payson & Co729$11.0K0.00%––
Sowell Financial Services LLC790$12.0K0.00%––
Financial Perspectives, Inc194,125$12.5K0.62%––
Accel Wealth Management918$14.0K0.01%––
Howe & Rusling Inc1,003$16.0K0.00%––
Farmers & Merchants Investments Inc1,042$16.0K0.00%––
Community Bank, N.A.1,000$16.0K0.00%––
Wealthcare Advisory Partners LLC1,200$19.0K0.00%––
Steward Partners Investment Advisory, LLC1,341$20.8K0.00%––
Crewe Advisors LLC1,351$21.0K0.01%––
Meeder Asset Management Inc1,444$22.0K0.00%––
Ten Capital Wealth Advisors, LLC1,491$23.0K0.01%––
Assetmark, Inc1,565$24.0K0.00%––
Zions Bancorporation, N.A.1,618$25.0K0.00%––
Enterprise Financial Services Corp1,833$28.0K0.00%––
Berman Capital Advisors, LLC1,952$30.0K0.01%––
Federation des caisses Desjardins du Quebec1,953$30.3K0.00%––
FourThought Financial, LLC2,015$31.0K0.00%––
Bessemer Group Inc2,075$32.0K0.00%––
Patriot Financial Group Insurance Agency, LLC2,076$32.0K0.01%––
Rosenberg Matthew Hamilton2,568$40.0K0.02%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA2,688$41.8K0.06%––
Jones Financial Companies LLLP2,859$44.0K0.00%––
Brown Brothers Harriman & Co2,945$46.0K0.00%––
International Assets Investment Management, LLC3,354$50.0K0.00%––
Huntington National Bank3,318$52.0K0.00%––
AdvisorNet Financial, Inc3,785$59.0K0.00%––
IFP Advisors, Inc4,337$69.0K0.00%––
Graves-Light Private Wealth Management, Inc.4,433$69.0K0.01%––
Fieldpoint Private Securities, LLC4,650$72.0K0.02%––
JBF Capital, Inc.5,000$78.0K0.02%––
Rockefeller Capital Management L.P.6,081$93.0K0.00%––
TD Private Client Wealth LLC6,044$93.9K0.00%––
Parallel Advisors, LLC6,299$98.0K0.00%––
HHM Wealth Advisors, LLC6,500$101.0K0.03%––
American Portfolios Advisors6,556$101.8K0.00%––
Valeo Financial Advisors, LLC6,571$102.0K0.00%––
Bartlett & Co. Wealth Management LLC8,598$133.5K0.00%––
Bartlett & Co. LLC8,598$134.0K0.00%––
TD Ameritrade Investment Management, LLC9,823$139.0K0.00%––
First City Capital Management, Inc.10,059$150.0K0.09%––
Cullinan Associates Inc10,000$155.0K0.01%––
Diligent Investors, LLC10,000$155.0K0.06%––
Quinn Opportunity Partners LLC10,000$155.0K0.01%––
Harbor Advisors LLC10,000$155.0K0.03%––
Private Capital Group, LLC9,952$155.0K0.04%––
Regions Financial Corp10,124$157.0K0.00%––
Checchi Capital Advisers, LLC10,095$157.0K0.02%––
JFS Wealth Advisors, LLC10,264$159.0K0.03%––
Fulton Bank, N.A.10,275$160.0K0.01%––
Commerce Bank10,254$160.0K0.00%––
Glenmede Trust Co NA10,742$166.0K0.00%––
Baker Ellis Asset Management LLC10,800$168.0K0.04%––
Parametrica Management Ltd10,774$168.0K0.08%––
Cozad Asset Management Inc10,990$171.0K0.03%––
Dorsey & Whitney Trust CO LLC10,998$171.0K0.02%––
Lindbrook Capital, LLC10,985$171.0K0.04%––
Cetera Investment Advisers11,131$173.0K0.00%––
Great Lakes Advisors, LLC11,197$174.0K0.00%––
SG Americas Securities, LLC11,296$175.0K0.00%––
M&T Bank Corp11,347$176.0K0.00%––
Ellevest, Inc.11,485$178.0K0.02%––
Cresset Asset Management, LLC11,497$178.0K0.00%––
Blume Capital Management, Inc.11,500$179.0K0.07%––