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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
Xponance, Inc.11,562$180.0K0.00%––
KCS Wealth Advisory11,776$183.0K0.09%––
Ritholtz Wealth Management11,896$185.0K0.02%––
Claraphi Advisory Network, LLC12,250$190.0K0.05%––
Cullen/Frost Bankers, Inc.12,434$193.0K0.00%––
Stephens Inc12,586$195.0K0.00%––
Morningstar Investment Services LLC12,614$197.0K0.00%––
GWM Advisors LLC12,722$198.0K0.01%––
Sage Rhino Capital LLC12,730$198.0K0.07%––
swisspartners Advisors Ltd14,000$217.0K0.19%––
Ameritas Investment Company, LLC14,147$219.7K0.02%––
Bellecapital International Ltd.14,629$226.0K0.07%––
Synovus Financial Corp14,877$231.0K0.00%––
Quadrant Capital Group LLC15,054$234.0K0.04%––
AE Wealth Management LLC15,061$234.0K0.00%––
Corient Capital Partners, LLC15,202$236.0K0.02%––
Csenge Advisory Group14,767$239.0K0.02%––
Ballentine Partners, LLC15,511$241.0K0.01%––
Clearstead Advisors, LLC15,571$242.0K0.02%––
Prudential Financial Inc15,600$242.0K0.00%––
Commonwealth Equity Services, LLC15,887$246.0K0.00%––
Opus Capital Group, LLC16,424$255.0K0.06%––
Cedar Brook Financial Partners, LLC17,066$265.0K0.09%––
Advisors Asset Management, Inc.17,357$269.6K0.00%––
Beach Investment Counsel Inc17,650$274.0K0.02%––
PDT Partners, LLC17,800$276.0K0.02%––
Paloma Partners Management Co18,439$286.0K0.01%––
Raymond James Financial Services Advisors, Inc.18,591$288.0K0.00%––
HighVista Strategies LLC19,998$292.0K0.22%––
National Asset Management, Inc.18,981$296.0K0.01%––
CAPROCK Group, Inc.19,219$298.0K0.03%––
Oppenheimer & Co Inc19,309$300.0K0.01%––
First Trust Advisors LP55,145$302.0K0.00%––
Glenview Trust Co20,000$311.0K0.01%––
Lake Street Advisors Group, LLC21,021$326.0K0.03%––
Colony Group LLC21,320$331.0K0.01%––
Interchange Capital Partners, LLC9,252$331.0K0.18%––
Signaturefd, LLC21,817$339.0K0.01%––
Cambridge Investment Research Advisors, Inc.21,925$340.0K0.00%––
Spire Wealth Management22,239$346.0K0.01%––
King Luther Capital Management Corp22,704$353.0K0.00%––
Sawtooth Solutions, LLC22,749$353.0K0.08%––
Bayesian Capital Management, LP22,800$354.0K0.08%––
Pictet & Cie (Europe) SA23,470$365.0K0.01%––
JustInvest LLC23,511$365.0K0.06%––
Comerica Securities,inc.23,594$366.0K0.03%––
Creative Planning23,721$368.0K0.00%––
FDx Advisors, Inc.23,735$369.0K0.01%––
Advisor Partners LLC24,259$377.0K0.03%––
Pathstone Family Office, LLC24,737$385.0K0.01%––
Longfellow Investment Management Co LLC25,736$400.0K0.05%––
Financial Counselors Inc25,858$402.0K0.01%––
Curated Wealth Partners LLC26,895$418.0K0.26%––
American National Insurance Co27,120$421.0K0.02%––
Winning Points Advisors, LLC27,089$421.0K0.32%––
Wealth Advisory Solutions, LLC27,089$421.0K0.32%––
D. E. Shaw & Co., Inc.27,197$422.0K0.00%––
Virtu Financial LLC28,082$436.0K0.03%––
Old National Bancorp28,324$440.0K0.02%––
BNP Paribas Arbitrage, SA29,484$457.9K0.00%––
Rehmann Capital Advisory Group29,537$458.7K0.05%––
Gradient Investments LLC30,089$467.0K0.02%––
Campbell & CO Investment Adviser LLC31,100$483.0K0.30%––
Moody National Bank Trust Division31,263$485.0K0.01%––
Fisher Asset Management, LLC31,724$493.0K0.00%––
Wolverine Trading, LLC32,570$508.0K0.01%––
Veriti Management LLC35,123$545.0K0.15%––
Gabelli Funds LLC37,000$575.0K0.00%––
Raymond James Trust N.A.37,128$577.0K0.02%––
Fifth Third Bancorp38,769$602.0K0.00%––
Sciencast Management LP37,848$608.0K0.12%––
Kestra Advisory Services, LLC39,134$608.0K0.01%––
Park Avenue Securities LLC39,870$619.0K0.02%––
Vestmark Advisory Solutions, Inc.40,527$629.0K0.06%––
Ethic Inc.41,047$637.0K0.11%––
Simplex Trading, LLC42,131$654.0K0.04%––
Lingohr & Partner Asset Management GmbH45,021$699.0K1.75%––
Mitchell & Pahl Private Wealth, LLC45,075$700.0K0.54%––
SOL Capital Management CO45,680$709.0K0.15%––
Greenleaf Trust46,384$720.0K0.01%––
Truist Financial Corp46,787$727.0K0.00%––
Guggenheim Capital LLC47,010$731.0K0.00%––
Investors Research Corp47,259$734.0K0.28%––
Trexquant Investment LP48,468$753.0K0.07%––
Atlas Capital Advisors LLC50,743$788.0K0.15%––
US Bancorp53,392$829.0K0.00%––
CSat Investment Advisory, L.P.55,121$856.0K0.72%––
Janney Montgomery Scott LLC56,415$876.0K0.00%––
Thornburg Investment Management Inc56,540$878.0K0.01%––
The PNC Financial Services Group, Inc.59,994$932.0K0.00%––
Private Advisor Group, LLC60,290$936.0K0.01%––
Boston Private Wealth LLC63,122$980.0K0.01%––
MML Investors Services, LLC64,554$1.00M0.01%––
First Republic Investment Management, Inc.66,177$1.03M0.00%––
Fosun International Ltd74,490$1.03M0.08%––
swisspartners Ltd.66,682$1.03M0.84%––
Liberty One Investment Management, LLC66,988$1.04M0.19%––
Marietta Investment Partners LLC67,800$1.05M0.26%––
Qtron Investments LLC69,003$1.07M0.30%––
Cigna Investments Inc72,129$1.12M0.08%––