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 |
|---|---|---|---|---|---|
| Forsta Ap-Fonden | 765,554 | $0 | 0.00% | +46,516+6.5% | Added |
| Proequities, Inc. | 96 | $1.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 85 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 62 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 111 | $1.00K | 0.00% | +111 | New |
| Anfield Capital Management, LLC | 50 | $1.00K | 0.00% | +50 | New |
| Ford Financial Group, LLC | 117 | $1.00K | 0.00% | +117 | New |
| Manchester Capital Management LLC | 101 | $2.00K | 0.00% | +101 | New |
| Financial Management Professionals, Inc. | 149 | $2.00K | 0.00% | +149 | New |
| Glen Eagle Advisors, LLC | 179 | $2.75K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 184 | $2.82K | 0.00% | +34+22.7% | Added |
| Endurance Wealth Management, Inc. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 166 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 175 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 206 | $3.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 203 | $3.00K | 0.00% | +1+0.5% | Added |
| Copeland Capital Management, LLC | 180 | $3.00K | 0.00% | +180 | New |
| SRS Capital Advisors, Inc. | 196 | $3.00K | 0.00% | +196 | New |
| MUFG Americas Holdings Corp | 237 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 250 | $4.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 255 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 289 | $4.00K | 0.00% | +289 | New |
| Bartlett & Co. LLC | 338 | $5.00K | 0.00% | −8,260−96.1% | Reduced |
| FinTrust Capital Advisors, LLC | 306 | $5.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 309 | $5.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 310 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 338 | $5.18K | 0.00% | −8,260−96.1% | Reduced |
| NEXT Financial Group, Inc | 397 | $6.00K | 0.00% | −25−5.9% | Reduced |
| Allworth Financial LP | 410 | $6.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 417 | $6.00K | 0.00% | +8+2.0% | Added |
| Massmutual Trust Co FSB | 384 | $6.00K | 0.00% | +384 | New |
| Stonebridge Capital Advisors LLC | 450 | $7.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 424 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 434 | $7.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 465 | $7.00K | 0.00% | +162+53.5% | Added |
| Key Financial Inc | 456 | $8.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 547 | $8.00K | 0.00% | +547 | New |
| Earnest Partners LLC | 570 | $9.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 602 | $9.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 616 | $9.00K | 0.00% | +616 | New |
| Smithfield Trust Co | 644 | $10.0K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 631 | $10.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 729 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 790 | $12.0K | 0.00% | +790 | New |
| First Horizon Advisors, Inc. | 821 | $13.0K | 0.00% | +821 | New |
| Steward Partners Investment Advisory, LLC | 946 | $14.0K | 0.00% | −395−29.5% | Reduced |
| Howe & Rusling Inc | 885 | $14.0K | 0.00% | −118−11.8% | Reduced |
| Farmers & Merchants Investments Inc | 931 | $14.0K | 0.00% | −111−10.7% | Reduced |
| FourThought Financial, LLC | 1,008 | $15.0K | 0.00% | −1,007−50.0% | Reduced |
| Community Bank, N.A. | 1,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,351 | $21.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 1,527 | $23.0K | 0.00% | −38−2.4% | Reduced |
| Ten Capital Wealth Advisors, LLC | 1,491 | $23.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,582 | $24.0K | 0.00% | −36−2.2% | Reduced |
| Meeder Asset Management Inc | 1,847 | $28.0K | 0.00% | +403+27.9% | Added |
| Enterprise Financial Services Corp | 1,920 | $29.0K | 0.00% | +87+4.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 1,988 | $30.0K | 0.00% | −2,445−55.2% | Reduced |
| Berman Capital Advisors, LLC | 1,979 | $30.0K | 0.00% | +27+1.4% | Added |
| Rockefeller Capital Management L.P. | 2,085 | $31.0K | 0.00% | −3,996−65.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,075 | $32.0K | 0.01% | −10.0% | Reduced |
| Accel Wealth Management | 2,068 | $32.0K | 0.02% | +1,150+125.3% | Added |
| Rosenberg Matthew Hamilton | 2,568 | $39.0K | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,643 | $40.5K | 0.00% | −26,841−91.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,688 | $41.2K | 0.05% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,993 | $46.0K | 0.00% | +134+4.7% | Added |
| Bessemer Group Inc | 3,046 | $47.0K | 0.00% | +971+46.8% | Added |
| Brown Brothers Harriman & Co | 3,138 | $48.0K | 0.00% | +193+6.6% | Added |
| Huntington National Bank | 3,511 | $54.0K | 0.00% | +193+5.8% | Added |
| Federation des caisses Desjardins du Quebec | 3,663 | $56.2K | 0.00% | +1,710+87.6% | Added |
| AdvisorNet Financial, Inc | 3,785 | $58.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,300 | $67.0K | 0.00% | −37−0.9% | Reduced |
| JBF Capital, Inc. | 5,000 | $77.0K | 0.02% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 4,860 | $82.0K | 0.02% | +210+4.5% | Added |
| JTC Employer Solutions Trusteee Ltd | 6,117 | $94.0K | 0.01% | +6,117 | New |
| TD Private Client Wealth LLC | 6,232 | $95.6K | 0.00% | +188+3.1% | Added |
| HHM Wealth Advisors, LLC | 6,500 | $100.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,681 | $102.0K | 0.00% | +382+6.1% | Added |
| American Portfolios Advisors | 8,583 | $131.7K | 0.01% | +2,027+30.9% | Added |
| Diligent Investors, LLC | 10,000 | $153.0K | 0.05% | 00.0% | Unchanged |
| Harbor Advisors LLC | 10,000 | $153.0K | 0.03% | 00.0% | Unchanged |
| PDS Planning, Inc | 10,084 | $155.0K | 0.04% | +10,084 | New |
| Evergreen Capital Management LLC | 10,265 | $157.0K | 0.01% | +10,265 | New |
| Cutler Group LP | 10,345 | $158.0K | 0.01% | +10,345 | New |
| Checchi Capital Advisers, LLC | 10,385 | $159.0K | 0.02% | +290+2.9% | Added |
| Clarius Group, LLC | 10,440 | $160.0K | 0.01% | +10,440 | New |
| JFS Wealth Advisors, LLC | 10,511 | $161.0K | 0.02% | +247+2.4% | Added |
| Gitterman Wealth Management, LLC | 10,517 | $161.0K | 0.13% | +10,517 | New |
| Ritholtz Wealth Management | 10,631 | $163.0K | 0.01% | −1,265−10.6% | Reduced |
| Kore Private Wealth LLC | 10,811 | $166.0K | 0.02% | +10,811 | New |
| Lindbrook Capital, LLC | 10,942 | $168.0K | 0.04% | −43−0.4% | Reduced |
| Cozad Asset Management Inc | 10,990 | $169.0K | 0.03% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 10,998 | $169.0K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 10,970 | $169.0K | 0.00% | +716+7.0% | Added |
| First City Capital Management, Inc. | 10,059 | $172.0K | 0.09% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 11,300 | $173.0K | 0.06% | −200−1.7% | Reduced |
| Great Lakes Advisors, LLC | 11,258 | $173.0K | 0.00% | +61+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 11,383 | $174.0K | 0.00% | −266,962−95.9% | Reduced |
| M&T Bank Corp | 11,455 | $176.0K | 0.00% | +108+1.0% | Added |
| SG Americas Securities, LLC | 11,496 | $176.0K | 0.00% | +200+1.8% | Added |