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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
UBS Group AG127,563,444$45.2M0.02%––
Natixis Advisors, L.P.2,941,698$45.7M0.24%––
Cullen Capital Management LLC2,978,407$46.3M0.50%––
Aviva PLC3,026,012$47.0M0.23%––
Compagnie Lombard Odier SCmA3,087,533$48.0M1.06%––
Great West Life Assurance Co3,139,710$48.5M0.12%––
Wells Fargo & Company3,169,526$49.2M0.01%––
Canada Pension Plan Investment Board3,299,370$51.3M0.07%––
Korea Investment CORP3,542,057$55.1M0.17%––
Northern Trust Corp3,609,962$56.1M0.01%––
Dimensional Fund Advisors LP3,772,875$58.6M0.02%––
Schroder Investment Management Group4,018,397$58.8M0.08%––
Citigroup Inc3,860,207$60.0M0.06%––
Parametric Portfolio Associates LLC4,009,883$62.3M0.04%––
Janus Henderson Group PLC4,347,647$67.6M0.03%––
Banque Cantonale Vaudoise5,366,324$83.5M4.25%––
ARGA Investment Management, LP5,562,649$86.3M6.45%––
Neuberger Berman Group LLC5,668,513$88.1M0.08%––
M&G Investment Management Ltd5,582,405$88.6M0.74%––
Pzena Investment Management LLC6,235,279$96.8M0.39%––
Mackenzie Financial Corp6,252,858$97.1M0.15%––
Arrowstreet Capital, Limited Partnership6,353,390$98.4M0.13%––
AXA S.A.6,967,711$108.2M0.33%––
Ameriprise Financial Inc7,185,070$109.2M0.04%––
GQG Partners LLC7,342,614$114.2M0.42%––
Bank of Montreal7,536,607$122.0M0.09%––
Bank of New York Mellon Corp8,464,615$131.5M0.03%––
Russell Investments Group, Ltd.8,663,759$134.7M0.24%––
Bank of America Corp8,707,530$135.2M0.02%––
DekaBank Deutsche Girozentrale13,000,370$202.8M0.67%––
Amundi Asset Management US, Inc.15,069,620$234.0M0.18%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main16,132,127$251.1M0.47%––
JPMorgan Chase & Co16,648,565$258.6M0.04%––
Royal Bank of Canada16,724,564$259.7M0.08%––
Brandes Investment Partners, LP17,441,523$271.2M6.42%––
FMR LLC21,102,328$327.6M0.03%––
Allianz Asset Management GmbH22,039,207$342.7M0.35%––
Deutsche Bank AG22,927,013$356.1M0.19%––
Pictet Asset Management Ltd32,475,266$505.0M0.61%––
Goldman Sachs Group Inc40,508,834$629.1M0.19%––
Zurcher Kantonalbank (Zurich Cantonalbank)41,505,170$645.4M3.83%––
Wellington Management Group LLP43,671,005$679.1M0.12%––
Capital International Investors47,988,912$743.1M0.19%––
Dodge & Cox89,315,642$1.38B0.99%––
Vanguard Group Inc105,773,196$1.64B0.04%––
Credit Suisse AG116,398,334$1.81B1.34%––
Massachusetts Financial Services Co131,493,615$2.04B0.63%––
Norges Bank156,194,205$2.42B0.55%––