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, Q2 2021
Institutional positions in UBS Group AG as of Jun 30, 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
- 363
- +17 vs. Q1 2021
- Shares held
- 1.31B
- +8.43M (+0.6%) vs. Q1 2021
- Total value
- $20.1B
- +$1.83B (+10.0%) vs. Q1 2021
- New holders
- 47
- 149 more added
- Sold out
- 30
- 112 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 766 | $62.9B |
| Q1 2026 | 689 | $44.5B |
| Q4 2025 | 695 | $61.4B |
| Q3 2025 | 622 | $49.8B |
| Q2 2025 | 599 | $44.5B |
| Q1 2025 | 589 | $43.1B |
| Q4 2024 | 574 | $43.0B |
| Q3 2024 | 550 | $42.6B |
| Q2 2024 | 554 | $41.3B |
| Q1 2024 | 537 | $42.3B |
| Q4 2023 | 530 | $41.2B |
| Q3 2023 | 487 | $31.7B |
| Q2 2023 | 459 | $25.7B |
| Q1 2023 | 438 | $30.0B |
| Q4 2022 | 378 | $23.6B |
| Q3 2022 | 367 | $18.5B |
| Q2 2022 | 371 | $20.9B |
| Q1 2022 | 378 | $26.6B |
| Q4 2021 | 369 | $24.8B |
| Q3 2021 | 360 | $21.2B |
| Q2 2021 | 363 | $20.1B |
| Q1 2021 | 348 | $18.5B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Norges Bank | 156,233,658 | $2.39B | 0.52% | +39,4530.0% | Added |
| UBS Group AG | 144,795,260 | $2.22B | 0.94% | +17,231,816+13.5% | Added |
| Massachusetts Financial Services Co | 134,610,772 | $2.06B | 0.60% | +3,117,157+2.4% | Added |
| Vanguard Group Inc | 105,654,676 | $1.62B | 0.04% | −118,520−0.1% | Reduced |
| Credit Suisse AG | 102,950,504 | $1.59B | 1.24% | −13,447,830−11.6% | Reduced |
| Dodge & Cox | 89,564,542 | $1.37B | 0.90% | +248,900+0.3% | Added |
| Capital International Investors | 46,222,902 | $707.5M | 0.16% | −1,766,010−3.7% | Reduced |
| Wellington Management Group LLP | 44,739,956 | $685.4M | 0.11% | +1,068,951+2.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,560,453 | $612.4M | 3.40% | −1,944,717−4.7% | Reduced |
| Goldman Sachs Group Inc | 28,386,077 | $435.4M | 0.12% | −12,122,757−29.9% | Reduced |
| Deutsche Bank AG | 27,843,246 | $427.1M | 0.21% | +4,916,233+21.4% | Added |
| Pictet Asset Management Ltd | 27,497,478 | $421.2M | 0.46% | −4,977,788−15.3% | Reduced |
| FMR LLC | 21,002,860 | $322.1M | 0.03% | −99,468−0.5% | Reduced |
| JPMorgan Chase & Co | 20,933,001 | $321.1M | 0.04% | +4,284,436+25.7% | Added |
| Allianz Asset Management GmbH | 20,605,079 | $315.6M | 0.28% | −1,434,128−6.5% | Reduced |
| Vontobel Holding Ltd. | 20,120,082 | $310.7M | 2.68% | +20,120,082 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,681,542 | $240.3M | 0.40% | −450,585−2.8% | Reduced |
| Amundi | 14,768,136 | $226.5M | 0.16% | +14,768,136 | New |
| Royal Bank of Canada | 14,104,363 | $216.4M | 0.06% | −2,620,201−15.7% | Reduced |
| DekaBank Deutsche Girozentrale | 10,403,421 | $159.2M | 0.46% | −2,596,949−20.0% | Reduced |
| Bank of America Corp | 9,219,460 | $141.4M | 0.02% | +511,930+5.9% | Added |
| Russell Investments Group, Ltd. | 8,584,975 | $131.5M | 0.22% | −78,784−0.9% | Reduced |
| Ameriprise Financial Inc | 8,546,911 | $130.2M | 0.04% | +1,361,841+19.0% | Added |
| Bank of Montreal | 8,164,155 | $126.7M | 0.07% | +627,548+8.3% | Added |
| Bank of New York Mellon Corp | 7,782,518 | $119.4M | 0.02% | −682,097−8.1% | Reduced |
| AXA S.A. | 7,320,439 | $112.3M | 0.32% | +352,728+5.1% | Added |
| Pzena Investment Management LLC | 6,509,661 | $99.9M | 0.39% | +274,382+4.4% | Added |
| Mackenzie Financial Corp | 6,055,257 | $92.9M | 0.13% | −197,601−3.2% | Reduced |
| ARGA Investment Management, LP | 5,948,639 | $91.1M | 7.20% | +385,990+6.9% | Added |
| Banque Cantonale Vaudoise | 5,886,999 | $90.2M | 4.02% | +520,675+9.7% | Added |
| Neuberger Berman Group LLC | 5,789,359 | $88.3M | 0.08% | +120,846+2.1% | Added |
| Invesco Ltd. | 5,549,580 | $85.1M | 0.02% | +5,549,580 | New |
| M&G Investment Management Ltd | 5,245,240 | $79.4M | 0.41% | −337,165−6.0% | Reduced |
| Schroder Investment Management Group | 5,313,501 | $75.2M | 0.09% | +1,295,104+32.2% | Added |
| Parametric Portfolio Associates LLC | 4,218,420 | $64.7M | 0.04% | +208,537+5.2% | Added |
| Wells Fargo & Company | 4,119,489 | $63.2M | 0.01% | +949,963+30.0% | Added |
| Dimensional Fund Advisors LP | 3,699,799 | $56.8M | 0.02% | −73,076−1.9% | Reduced |
| Korea Investment CORP | 3,556,374 | $54.5M | 0.16% | +14,317+0.4% | Added |
| Janus Henderson Group PLC | 3,458,369 | $53.0M | 0.02% | −889,278−20.5% | Reduced |
| Citigroup Inc | 3,369,024 | $51.6M | 0.05% | −491,183−12.7% | Reduced |
| Morgan Stanley | 3,094,069 | $47.5M | 0.01% | +209,870+7.3% | Added |
| Great West Life Assurance Co | 3,054,296 | $46.8M | 0.11% | −85,414−2.7% | Reduced |
| Compagnie Lombard Odier SCmA | 3,020,724 | $46.3M | 1.02% | −66,809−2.2% | Reduced |
| Northern Trust Corp | 2,960,997 | $45.4M | 0.01% | −648,965−18.0% | Reduced |
| Aviva PLC | 2,810,386 | $43.1M | 0.19% | −215,626−7.1% | Reduced |
| Exane Asset Management | 2,735,706 | $41.9M | 9.50% | +1,613,005+143.7% | Added |
| Capital Bank & Trust Co | 2,692,712 | $41.2M | 0.48% | +73,891+2.8% | Added |
| Natixis Advisors, L.P. | 2,671,239 | $41.0M | 0.19% | −270,459−9.2% | Reduced |
| Canada Pension Plan Investment Board | 2,606,953 | $39.9M | 0.05% | −692,417−21.0% | Reduced |
| Alliancebernstein L.P. | 2,455,897 | $37.7M | 0.02% | +371,345+17.8% | Added |
| Banque Pictet & Cie SA | 2,386,217 | $36.6M | 0.41% | +368,544+18.3% | Added |
| Brandes Investment Partners, LP | 2,341,547 | $35.9M | 0.80% | −15,099,976−86.6% | Reduced |
| Clark Capital Management Group, Inc. | 2,273,627 | $34.9M | 0.49% | +94,562+4.3% | Added |
| BlackRock Inc. | 2,147,502 | $32.9M | 0.00% | +116,892+5.8% | Added |
| Todd Asset Management LLC | 2,144,659 | $32.9M | 0.74% | +21,789+1.0% | Added |
| Franklin Resources Inc | 2,099,426 | $32.2M | 0.01% | +34,151+1.7% | Added |
| Capital International Inc | 2,038,278 | $31.2M | 0.28% | −329,287−13.9% | Reduced |
| HSBC Holdings PLC | 1,915,752 | $29.3M | 0.03% | +630,845+49.1% | Added |
| State of Tennessee, Treasury Department | 1,835,832 | $28.1M | 0.11% | −8490.0% | Reduced |
| Captrust Financial Advisors | 1,790,428 | $27.5M | 0.26% | +24,852+1.4% | Added |
| Fullerton Fund Management Co Ltd. | 1,769,154 | $27.1M | 1.84% | +80,623+4.8% | Added |
| Cullen Capital Management LLC | 1,732,695 | $26.6M | 0.26% | −1,245,712−41.8% | Reduced |
| Public Sector Pension Investment Board | 1,723,400 | $26.4M | 0.17% | +6,514+0.4% | Added |
| Royal London Asset Management Ltd | 1,610,526 | $24.7M | 0.10% | −38,973−2.4% | Reduced |
| AMP Capital Investors Ltd | 1,593,806 | $24.4M | 0.12% | +66,407+4.3% | Added |
| Manufacturers Life Insurance Company, The | 1,592,702 | $24.4M | 0.02% | +68,039+4.5% | Added |
| Border to Coast Pensions Partnership Ltd | 1,532,890 | $23.6M | 0.83% | +1,532,890 | New |
| Raymond James & Associates | 1,490,741 | $22.8M | 0.02% | −5,400−0.4% | Reduced |
| Pictet North America Advisors SA | 1,415,198 | $21.7M | 2.24% | +488,800+52.8% | Added |
| Ossiam | 1,280,993 | $21.1M | 0.57% | +1,280,993 | New |
| Zurich Insurance Group Ltd | 1,268,176 | $19.4M | 0.24% | −1,283,862−50.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 1,186,620 | $18.2M | 0.17% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 1,179,495 | $18.1M | 0.01% | +17,964+1.5% | Added |
| Tocqueville Asset Management L.P. | 1,173,068 | $18.0M | 0.26% | −4,450−0.4% | Reduced |
| Calamos Advisors LLC | 1,159,758 | $17.8M | 0.09% | −7,530−0.6% | Reduced |
| Exane Derivatives | 1,186,129 | $17.7M | 4.15% | +976,648+466.2% | Added |
| Edmond de Rothschild Holding S.A. | 1,084,418 | $16.6M | 0.38% | +119,035+12.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,041,574 | $16.0M | 0.03% | +1,041,574 | New |
| Artemis Investment Management LLP | 993,758 | $15.2M | 0.13% | −194,086−16.3% | Reduced |
| TD Asset Management Inc | 914,884 | $15.1M | 0.02% | +15,742+1.8% | Added |
| Carlson Capital L P | 978,700 | $15.0M | 0.72% | +978,700 | New |
| State of Wisconsin Investment Board | 974,137 | $14.9M | 0.03% | −359,272−26.9% | Reduced |
| FIL Ltd | 921,434 | $14.1M | 0.02% | +251,526+37.5% | Added |
| D. E. Shaw & Co., Inc. | 885,730 | $13.6M | 0.02% | +858,533+3,156.7% | Added |
| First Trust Advisors LP | 812,297 | $12.4M | 0.01% | +757,152+1,373.0% | Added |
| Credit Agricole S A | 802,895 | $12.3M | 0.41% | +37,133+4.8% | Added |
| Polar Capital Holdings Plc | 787,775 | $11.7M | 0.06% | +277,557+54.4% | Added |
| Janney Capital Management LLC | 723,706 | $11.1M | 0.71% | −4,568−0.6% | Reduced |
| Millennium Management LLC | 720,259 | $11.0M | 0.01% | −279,001−27.9% | Reduced |
| Eaton Vance Management | 676,453 | $10.4M | 0.01% | −3,370−0.5% | Reduced |
| Nuveen Asset Management, LLC | 667,241 | $10.2M | 0.00% | −24,652−3.6% | Reduced |
| Renaissance Group LLC | 643,070 | $9.87M | 0.41% | −51,573−7.4% | Reduced |
| Marshall Wace, LLP | 584,793 | $8.96M | 0.05% | −980,090−62.6% | Reduced |
| Virginia Retirement Systems Et Al | 547,738 | $8.39M | 0.08% | −27,763−4.8% | Reduced |
| Voya Investment Management LLC | 537,022 | $8.23M | 0.02% | +15,661+3.0% | Added |
| Marshall Wace North America L.P. | 530,089 | $8.13M | 0.03% | +530,089 | New |
| Westpac Banking Corp | 501,505 | $7.68M | 0.08% | +501,505 | New |
| Capital International Ltd | 463,609 | $7.10M | 0.39% | −52,203−10.1% | Reduced |
| Capital International Sarl | 458,451 | $7.02M | 0.61% | −20,221−4.2% | Reduced |
| Henry James International Management, Inc. | 422,072 | $6.47M | 1.85% | 00.0% | Unchanged |