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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
CIBC World Markets Inc.305,266$4.74M0.01%––
Susquehanna International Group, LLP288,638$4.48M0.01%––
Northwestern Mutual Wealth Management Co278,345$4.32M0.01%––
Geode Capital Management, LLC276,834$4.30M0.00%––
Crossmark Global Holdings, Inc.276,053$4.29M0.11%––
MetLife Investment Management254,649$3.96M0.04%––
Achmea Investment Management B.V.252,859$3.93M0.14%––
Ontario Teachers Pension Plan Board246,546$3.82M0.04%––
Jane Street Group, LLC232,113$3.60M0.01%––
Bank Julius Baer & Co. Ltd, Zurich224,071$3.48M0.03%––
Clearbridge Investments, LLC222,488$3.38M0.00%––
Comerica Bank216,779$3.32M0.02%––
Exane Derivatives209,481$3.25M0.98%––
Ensign Peak Advisors, Inc180,244$2.98M0.01%––
USS Investment Management Ltd191,098$2.96M0.03%––
Stifel Financial Corp188,860$2.93M0.00%––
Meritage Portfolio Management181,739$2.82M0.19%––
Vident Investment Advisory, LLC179,769$2.79M0.09%––
Scotia Capital Inc.174,570$2.71M0.02%––
Bridgeway Capital Management, LLC165,800$2.58M0.05%––
Metropolitan Life Insurance Co164,676$2.56M0.04%––
Twin Tree Management, LP163,981$2.55M0.10%––
Citadel Advisors LLC161,717$2.51M0.00%––
LPL Financial LLC152,591$2.37M0.00%––
American Century Companies Inc150,513$2.34M0.00%––
Brinker Capital Investments, LLC143,721$2.23M0.03%––
Susquehanna International Securities, Ltd.127,966$1.99M1.20%––
Calamos Wealth Management LLC124,863$1.94M0.16%––
Boston Partners123,555$1.92M0.00%––
Highland Capital Management, LLC116,614$1.81M0.11%––
SEI Investments Co121,544$1.79M0.00%––
Advisor Group Holdings, Inc.115,448$1.79M0.00%––
O'Shaughnessy Asset Management, LLC109,279$1.70M0.04%––
HighTower Advisors, LLC105,560$1.64M0.01%––
Thomas White International Ltd103,437$1.61M0.24%––
Cubist Systematic Strategies, LLC100,400$1.56M0.02%––
Wetherby Asset Management Inc99,800$1.55M0.12%––
Logan Capital Management Inc98,301$1.53M0.08%––
Wealth Alliance Advisory Group, LLC97,488$1.51M0.78%––
Quantbot Technologies LP96,618$1.50M0.14%––
Schonfeld Strategic Advisors LLC89,233$1.38M0.02%––
Banco Santander, S.A.90,467$1.32M0.01%––
U S Global Investors Inc84,700$1.31M0.04%––
Hantz Financial Services, Inc.83,390$1.29M0.05%––
Horizon Investments, LLC81,956$1.27M0.05%––
Krilogy Financial LLC81,846$1.27M0.13%––
Magnetar Financial LLC75,898$1.18M0.01%––
QS Investors, LLC74,255$1.15M0.01%––
Cigna Investments Inc72,129$1.12M0.08%––
Qtron Investments LLC69,003$1.07M0.30%––
Marietta Investment Partners LLC67,800$1.05M0.26%––
Liberty One Investment Management, LLC66,988$1.04M0.19%––
swisspartners Ltd.66,682$1.03M0.84%––
Fosun International Ltd74,490$1.03M0.08%––
First Republic Investment Management, Inc.66,177$1.03M0.00%––
MML Investors Services, LLC64,554$1.00M0.01%––
Boston Private Wealth LLC63,122$980.0K0.01%––
Private Advisor Group, LLC60,290$936.0K0.01%––
The PNC Financial Services Group, Inc.59,994$932.0K0.00%––
Thornburg Investment Management Inc56,540$878.0K0.01%––
Janney Montgomery Scott LLC56,415$876.0K0.00%––
CSat Investment Advisory, L.P.55,121$856.0K0.72%––
US Bancorp53,392$829.0K0.00%––
Atlas Capital Advisors LLC50,743$788.0K0.15%––
Trexquant Investment LP48,468$753.0K0.07%––
Investors Research Corp47,259$734.0K0.28%––
Guggenheim Capital LLC47,010$731.0K0.00%––
Truist Financial Corp46,787$727.0K0.00%––
Greenleaf Trust46,384$720.0K0.01%––
SOL Capital Management CO45,680$709.0K0.15%––
Mitchell & Pahl Private Wealth, LLC45,075$700.0K0.54%––
Lingohr & Partner Asset Management GmbH45,021$699.0K1.75%––
Simplex Trading, LLC42,131$654.0K0.04%––
Ethic Inc.41,047$637.0K0.11%––
Vestmark Advisory Solutions, Inc.40,527$629.0K0.06%––
Park Avenue Securities LLC39,870$619.0K0.02%––
Sciencast Management LP37,848$608.0K0.12%––
Kestra Advisory Services, LLC39,134$608.0K0.01%––
Fifth Third Bancorp38,769$602.0K0.00%––
Raymond James Trust N.A.37,128$577.0K0.02%––
Gabelli Funds LLC37,000$575.0K0.00%––
Veriti Management LLC35,123$545.0K0.15%––
Wolverine Trading, LLC32,570$508.0K0.01%––
Fisher Asset Management, LLC31,724$493.0K0.00%––
Moody National Bank Trust Division31,263$485.0K0.01%––
Campbell & CO Investment Adviser LLC31,100$483.0K0.30%––
Gradient Investments LLC30,089$467.0K0.02%––
Rehmann Capital Advisory Group29,537$458.7K0.05%––
BNP Paribas Arbitrage, SA29,484$457.9K0.00%––
Old National Bancorp28,324$440.0K0.02%––
Virtu Financial LLC28,082$436.0K0.03%––
D. E. Shaw & Co., Inc.27,197$422.0K0.00%––
American National Insurance Co27,120$421.0K0.02%––
Winning Points Advisors, LLC27,089$421.0K0.32%––
Wealth Advisory Solutions, LLC27,089$421.0K0.32%––
Curated Wealth Partners LLC26,895$418.0K0.26%––
Financial Counselors Inc25,858$402.0K0.01%––
Longfellow Investment Management Co LLC25,736$400.0K0.05%––
Pathstone Family Office, LLC24,737$385.0K0.01%––
Advisor Partners LLC24,259$377.0K0.03%––