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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
FDx Advisors, Inc.23,735$369.0K0.01%––
Creative Planning23,721$368.0K0.00%––
Comerica Securities,inc.23,594$366.0K0.03%––
Pictet & Cie (Europe) SA23,470$365.0K0.01%––
JustInvest LLC23,511$365.0K0.06%––
Bayesian Capital Management, LP22,800$354.0K0.08%––
King Luther Capital Management Corp22,704$353.0K0.00%––
Sawtooth Solutions, LLC22,749$353.0K0.08%––
Spire Wealth Management22,239$346.0K0.01%––
Cambridge Investment Research Advisors, Inc.21,925$340.0K0.00%––
Signaturefd, LLC21,817$339.0K0.01%––
Colony Group LLC21,320$331.0K0.01%––
Interchange Capital Partners, LLC9,252$331.0K0.18%––
Lake Street Advisors Group, LLC21,021$326.0K0.03%––
Glenview Trust Co20,000$311.0K0.01%––
First Trust Advisors LP55,145$302.0K0.00%––
Oppenheimer & Co Inc19,309$300.0K0.01%––
CAPROCK Group, Inc.19,219$298.0K0.03%––
National Asset Management, Inc.18,981$296.0K0.01%––
HighVista Strategies LLC19,998$292.0K0.22%––
Raymond James Financial Services Advisors, Inc.18,591$288.0K0.00%––
Paloma Partners Management Co18,439$286.0K0.01%––
PDT Partners, LLC17,800$276.0K0.02%––
Beach Investment Counsel Inc17,650$274.0K0.02%––
Advisors Asset Management, Inc.17,357$269.6K0.00%––
Cedar Brook Financial Partners, LLC17,066$265.0K0.09%––
Opus Capital Group, LLC16,424$255.0K0.06%––
Commonwealth Equity Services, LLC15,887$246.0K0.00%––
Clearstead Advisors, LLC15,571$242.0K0.02%––
Prudential Financial Inc15,600$242.0K0.00%––
Ballentine Partners, LLC15,511$241.0K0.01%––
Csenge Advisory Group14,767$239.0K0.02%––
Corient Capital Partners, LLC15,202$236.0K0.02%––
Quadrant Capital Group LLC15,054$234.0K0.04%––
AE Wealth Management LLC15,061$234.0K0.00%––
Synovus Financial Corp14,877$231.0K0.00%––
Bellecapital International Ltd.14,629$226.0K0.07%––
Ameritas Investment Company, LLC14,147$219.7K0.02%––
swisspartners Advisors Ltd14,000$217.0K0.19%––
GWM Advisors LLC12,722$198.0K0.01%––
Sage Rhino Capital LLC12,730$198.0K0.07%––
Morningstar Investment Services LLC12,614$197.0K0.00%––
Stephens Inc12,586$195.0K0.00%––
Cullen/Frost Bankers, Inc.12,434$193.0K0.00%––
Claraphi Advisory Network, LLC12,250$190.0K0.05%––
Ritholtz Wealth Management11,896$185.0K0.02%––
KCS Wealth Advisory11,776$183.0K0.09%––
Xponance, Inc.11,562$180.0K0.00%––
Blume Capital Management, Inc.11,500$179.0K0.07%––
Ellevest, Inc.11,485$178.0K0.02%––
Cresset Asset Management, LLC11,497$178.0K0.00%––
M&T Bank Corp11,347$176.0K0.00%––
SG Americas Securities, LLC11,296$175.0K0.00%––
Great Lakes Advisors, LLC11,197$174.0K0.00%––
Cetera Investment Advisers11,131$173.0K0.00%––
Cozad Asset Management Inc10,990$171.0K0.03%––
Dorsey & Whitney Trust CO LLC10,998$171.0K0.02%––
Lindbrook Capital, LLC10,985$171.0K0.04%––
Baker Ellis Asset Management LLC10,800$168.0K0.04%––
Parametrica Management Ltd10,774$168.0K0.08%––
Glenmede Trust Co NA10,742$166.0K0.00%––
Fulton Bank, N.A.10,275$160.0K0.01%––
Commerce Bank10,254$160.0K0.00%––
JFS Wealth Advisors, LLC10,264$159.0K0.03%––
Regions Financial Corp10,124$157.0K0.00%––
Checchi Capital Advisers, LLC10,095$157.0K0.02%––
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%––
First City Capital Management, Inc.10,059$150.0K0.09%––
TD Ameritrade Investment Management, LLC9,823$139.0K0.00%––
Bartlett & Co. LLC8,598$134.0K0.00%––
Bartlett & Co. Wealth Management LLC8,598$133.5K0.00%––
Valeo Financial Advisors, LLC6,571$102.0K0.00%––
American Portfolios Advisors6,556$101.8K0.00%––
HHM Wealth Advisors, LLC6,500$101.0K0.03%––
Parallel Advisors, LLC6,299$98.0K0.00%––
TD Private Client Wealth LLC6,044$93.9K0.00%––
Rockefeller Capital Management L.P.6,081$93.0K0.00%––
JBF Capital, Inc.5,000$78.0K0.02%––
Fieldpoint Private Securities, LLC4,650$72.0K0.02%––
IFP Advisors, Inc4,337$69.0K0.00%––
Graves-Light Private Wealth Management, Inc.4,433$69.0K0.01%––
AdvisorNet Financial, Inc3,785$59.0K0.00%––
Huntington National Bank3,318$52.0K0.00%––
International Assets Investment Management, LLC3,354$50.0K0.00%––
Brown Brothers Harriman & Co2,945$46.0K0.00%––
Jones Financial Companies LLLP2,859$44.0K0.00%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA2,688$41.8K0.06%––
Rosenberg Matthew Hamilton2,568$40.0K0.02%––
Bessemer Group Inc2,075$32.0K0.00%––
Patriot Financial Group Insurance Agency, LLC2,076$32.0K0.01%––
FourThought Financial, LLC2,015$31.0K0.00%––
Federation des caisses Desjardins du Quebec1,953$30.3K0.00%––
Berman Capital Advisors, LLC1,952$30.0K0.01%––
Enterprise Financial Services Corp1,833$28.0K0.00%––
Zions Bancorporation, N.A.1,618$25.0K0.00%––
Assetmark, Inc1,565$24.0K0.00%––