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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
QS Investors, LLC74,255$1.15M0.01%––
Magnetar Financial LLC75,898$1.18M0.01%––
Krilogy Financial LLC81,846$1.27M0.13%––
Horizon Investments, LLC81,956$1.27M0.05%––
Hantz Financial Services, Inc.83,390$1.29M0.05%––
U S Global Investors Inc84,700$1.31M0.04%––
Banco Santander, S.A.90,467$1.32M0.01%––
Schonfeld Strategic Advisors LLC89,233$1.38M0.02%––
Quantbot Technologies LP96,618$1.50M0.14%––
Wealth Alliance Advisory Group, LLC97,488$1.51M0.78%––
Logan Capital Management Inc98,301$1.53M0.08%––
Wetherby Asset Management Inc99,800$1.55M0.12%––
Cubist Systematic Strategies, LLC100,400$1.56M0.02%––
Thomas White International Ltd103,437$1.61M0.24%––
HighTower Advisors, LLC105,560$1.64M0.01%––
O'Shaughnessy Asset Management, LLC109,279$1.70M0.04%––
Advisor Group Holdings, Inc.115,448$1.79M0.00%––
SEI Investments Co121,544$1.79M0.00%––
Highland Capital Management, LLC116,614$1.81M0.11%––
Boston Partners123,555$1.92M0.00%––
Calamos Wealth Management LLC124,863$1.94M0.16%––
Susquehanna International Securities, Ltd.127,966$1.99M1.20%––
Brinker Capital Investments, LLC143,721$2.23M0.03%––
American Century Companies Inc150,513$2.34M0.00%––
LPL Financial LLC152,591$2.37M0.00%––
Citadel Advisors LLC161,717$2.51M0.00%––
Twin Tree Management, LP163,981$2.55M0.10%––
Metropolitan Life Insurance Co164,676$2.56M0.04%––
Bridgeway Capital Management, LLC165,800$2.58M0.05%––
Scotia Capital Inc.174,570$2.71M0.02%––
Vident Investment Advisory, LLC179,769$2.79M0.09%––
Meritage Portfolio Management181,739$2.82M0.19%––
Stifel Financial Corp188,860$2.93M0.00%––
USS Investment Management Ltd191,098$2.96M0.03%––
Ensign Peak Advisors, Inc180,244$2.98M0.01%––
Exane Derivatives209,481$3.25M0.98%––
Comerica Bank216,779$3.32M0.02%––
Clearbridge Investments, LLC222,488$3.38M0.00%––
Bank Julius Baer & Co. Ltd, Zurich224,071$3.48M0.03%––
Jane Street Group, LLC232,113$3.60M0.01%––
Ontario Teachers Pension Plan Board246,546$3.82M0.04%––
Achmea Investment Management B.V.252,859$3.93M0.14%––
MetLife Investment Management254,649$3.96M0.04%––
Crossmark Global Holdings, Inc.276,053$4.29M0.11%––
Geode Capital Management, LLC276,834$4.30M0.00%––
Northwestern Mutual Wealth Management Co278,345$4.32M0.01%––
Susquehanna International Group, LLP288,638$4.48M0.01%––
CIBC World Markets Inc.305,266$4.74M0.01%––
Mercer Global Advisors Inc324,604$5.04M0.05%––
Oppenheimer Asset Management Inc.325,512$5.05M0.08%––
Assenagon Asset Management S.A.329,321$5.12M0.03%––
Value Partners Investments Inc.330,241$5.13M0.45%––
Contravisory Investment Management, Inc.333,685$5.18M1.62%––
Henry James International Management, Inc.422,072$6.55M1.97%––
Leuthold Group, LLC424,399$6.59M0.83%––
Capital International Sarl478,672$7.42M0.71%––
Polar Capital Holdings Plc510,218$7.82M0.05%––
Capital International Ltd515,812$8.00M0.48%––
Voya Investment Management LLC521,361$8.11M0.02%––
Virginia Retirement Systems Et Al575,501$8.95M0.09%––
FIL Ltd669,908$10.4M0.01%––
Eaton Vance Management679,823$10.6M0.02%––
Nuveen Asset Management, LLC691,893$10.7M0.00%––
Renaissance Group LLC694,643$10.8M0.46%––
Janney Capital Management LLC728,274$11.3M0.75%––
Grantham, Mayo, Van Otterloo & Co. LLC753,943$11.7M0.06%––
Credit Agricole S A765,762$11.9M0.45%––
TD Asset Management Inc899,142$14.0M0.02%––
Pictet North America Advisors SA926,398$14.4M1.68%––
Edmond de Rothschild Holding S.A.965,383$15.0M0.41%––
Millennium Management LLC999,260$15.5M0.02%––
Exane Asset Management1,122,701$17.4M6.71%––
Envestnet Asset Management Inc1,161,531$18.0M0.01%––
Calamos Advisors LLC1,167,288$18.1M0.11%––
Tocqueville Asset Management L.P.1,177,518$18.3M0.28%––
Teachers Retirement System of the State of Kentucky1,186,620$18.4M0.18%––
Artemis Investment Management LLP1,187,844$18.5M0.18%––
HSBC Holdings PLC1,284,907$20.0M0.03%––
State of Wisconsin Investment Board1,333,409$20.7M0.04%––
Raymond James & Associates1,496,141$23.2M0.02%––
Manufacturers Life Insurance Company, The1,524,663$23.7M0.02%––
AMP Capital Investors Ltd1,527,399$23.8M0.12%––
Marshall Wace, LLP1,564,883$24.3M0.13%––
Jupiter Asset Management Ltd1,571,118$24.4M0.24%––
Marshall Wace Asia Ltd1,644,339$25.6M0.57%––
Royal London Asset Management Ltd1,649,499$25.6M0.12%––
Fullerton Fund Management Co Ltd.1,688,531$26.3M2.02%––
Public Sector Pension Investment Board1,716,886$26.7M0.18%––
Captrust Financial Advisors1,765,576$27.4M0.30%––
State of Tennessee, Treasury Department1,836,681$28.6M0.12%––
Banque Pictet & Cie SA2,017,673$31.4M0.40%––
BlackRock Inc.2,030,610$31.5M0.00%––
Franklin Resources Inc2,065,275$32.0M0.01%––
Alliancebernstein L.P.2,084,552$32.4M0.01%––
Todd Asset Management LLC2,122,870$33.0M0.77%––
Clark Capital Management Group, Inc.2,179,065$33.8M0.52%––
Capital International Inc2,367,565$36.7M0.34%––
Zurich Insurance Group Ltd2,552,038$39.6M0.57%––
Capital Bank & Trust Co2,618,821$40.6M0.48%––
Morgan Stanley2,884,199$44.8M0.01%––