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 |
|---|---|---|---|---|---|
| Regions Financial Corp | 12,137 | $186.0K | 0.00% | +2,013+19.9% | Added |
| Claraphi Advisory Network, LLC | 12,300 | $189.0K | 0.06% | +50+0.4% | Added |
| Baker Ellis Asset Management LLC | 12,300 | $189.0K | 0.04% | +1,500+13.9% | Added |
| Wilkinson Global Asset Management LLC | 12,350 | $189.0K | 0.01% | +12,350 | New |
| Glenmede Trust Co NA | 12,407 | $190.0K | 0.00% | +1,665+15.5% | Added |
| Financial Perspectives, Inc | 12,500 | $191.8K | 0.09% | −181,625−93.6% | Reduced |
| Curated Wealth Partners LLC | 12,604 | $193.0K | 0.11% | −14,291−53.1% | Reduced |
| Stephens Inc | 12,610 | $193.0K | 0.00% | +24+0.2% | Added |
| Pinnacle Associates Ltd | 12,641 | $194.0K | 0.00% | +12,641 | New |
| GWM Advisors LLC | 12,736 | $195.0K | 0.01% | +14+0.1% | Added |
| Cullen/Frost Bankers, Inc. | 12,934 | $198.0K | 0.00% | +500+4.0% | Added |
| Private Capital Group, LLC | 13,003 | $200.0K | 0.05% | +3,051+30.7% | Added |
| TD Ameritrade Investment Management, LLC | 13,380 | $205.0K | 0.00% | +3,557+36.2% | Added |
| Bayesian Capital Management, LP | 13,700 | $210.0K | 0.05% | −9,100−39.9% | Reduced |
| Sage Rhino Capital LLC | 13,934 | $214.0K | 0.06% | +1,204+9.5% | Added |
| Quadrant Capital Group LLC | 14,281 | $219.0K | 0.03% | −773−5.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 14,370 | $220.0K | 0.00% | −4,221−22.7% | Reduced |
| Synovus Financial Corp | 14,697 | $223.0K | 0.00% | −180−1.2% | Reduced |
| Bellecapital International Ltd. | 14,629 | $224.0K | 0.07% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 14,910 | $228.0K | 0.35% | +5,658+61.2% | Added |
| Csenge Advisory Group | 15,172 | $235.0K | 0.02% | +405+2.7% | Added |
| Gsa Capital Partners LLP | 15,300 | $235.0K | 0.03% | +15,300 | New |
| Bridgefront Capital, LLC | 15,311 | $235.0K | 0.09% | +15,311 | New |
| Clearstead Advisors, LLC | 15,571 | $239.0K | 0.02% | 00.0% | Unchanged |
| Prudential Financial Inc | 15,648 | $240.0K | 0.00% | +48+0.3% | Added |
| Morningstar Investment Services LLC | 15,593 | $241.0K | 0.00% | +2,979+23.6% | Added |
| Ballentine Partners, LLC | 15,787 | $242.0K | 0.01% | +276+1.8% | Added |
| Commonwealth Equity Services, LLC | 15,944 | $244.0K | 0.00% | +57+0.4% | Added |
| Mariner, LLC | 16,160 | $248.0K | 0.00% | +16,160 | New |
| National Asset Management, Inc. | 16,772 | $258.0K | 0.01% | −2,209−11.6% | Reduced |
| AE Wealth Management LLC | 17,111 | $262.0K | 0.00% | +2,050+13.6% | Added |
| Beach Investment Counsel Inc | 17,650 | $271.0K | 0.02% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 17,643 | $271.0K | 0.08% | +577+3.4% | Added |
| Comerica Securities,inc. | 18,288 | $281.0K | 0.02% | −5,306−22.5% | Reduced |
| Creative Planning | 18,549 | $285.0K | 0.00% | −5,172−21.8% | Reduced |
| Cetera Investment Advisers | 18,903 | $290.0K | 0.00% | +7,772+69.8% | Added |
| Longfellow Investment Management Co LLC | 19,080 | $293.0K | 0.04% | −6,656−25.9% | Reduced |
| Oppenheimer & Co Inc | 19,358 | $297.0K | 0.01% | +49+0.3% | Added |
| Jefferies Group LLC | 20,119 | $307.6K | 0.01% | +20,119 | New |
| Ellevest, Inc. | 20,616 | $316.0K | 0.03% | +9,131+79.5% | Added |
| Corient Capital Partners, LLC | 20,990 | $322.0K | 0.02% | +5,788+38.1% | Added |
| Colony Group LLC | 21,090 | $324.0K | 0.01% | −230−1.1% | Reduced |
| Spire Wealth Management | 21,171 | $325.0K | 0.01% | −1,068−4.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 21,335 | $327.0K | 0.00% | −590−2.7% | Reduced |
| CAPROCK Group, Inc. | 21,973 | $337.0K | 0.03% | +2,754+14.3% | Added |
| KCS Wealth Advisory | 23,066 | $354.0K | 0.17% | +11,290+95.9% | Added |
| Signaturefd, LLC | 23,437 | $360.0K | 0.01% | +1,620+7.4% | Added |
| JustInvest LLC | 23,627 | $362.0K | 0.04% | +116+0.5% | Added |
| West Family Investments, Inc. | 24,639 | $378.0K | 0.11% | +24,639 | New |
| Campbell & CO Investment Adviser LLC | 26,900 | $381.0K | 0.16% | −4,200−13.5% | Reduced |
| Old National Bancorp | 24,869 | $381.0K | 0.01% | −3,455−12.2% | Reduced |
| FDx Advisors, Inc. | 25,118 | $385.0K | 0.01% | +1,383+5.8% | Added |
| Financial Counselors Inc | 25,234 | $387.0K | 0.01% | −624−2.4% | Reduced |
| Advisor Partners LLC | 25,308 | $388.0K | 0.03% | +1,049+4.3% | Added |
| Boston Private Wealth LLC | 25,354 | $389.0K | 0.00% | −37,768−59.8% | Reduced |
| Susquehanna International Securities, Ltd. | 26,866 | $412.0K | 0.36% | −101,100−79.0% | Reduced |
| Avantax Advisory Services, Inc. | 26,863 | $413.0K | 0.01% | +26,863 | New |
| Sawtooth Solutions, LLC | 26,979 | $414.0K | 0.08% | +4,230+18.6% | Added |
| American National Insurance Co | 27,120 | $416.0K | 0.02% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 27,089 | $416.0K | 0.31% | 00.0% | Unchanged |
| Virtu Financial LLC | 28,133 | $432.0K | 0.04% | +51+0.2% | Added |
| Lake Street Advisors Group, LLC | 25,842 | $441.0K | 0.03% | +4,821+22.9% | Added |
| Rehmann Capital Advisory Group | 29,157 | $446.5K | 0.04% | −380−1.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,193 | $463.0K | 0.01% | +30,193 | New |
| Simplex Trading, LLC | 30,264 | $464.0K | 0.02% | −11,867−28.2% | Reduced |
| Gradient Investments LLC | 31,172 | $478.0K | 0.01% | +1,083+3.6% | Added |
| Moody National Bank Trust Division | 31,234 | $479.0K | 0.01% | −29−0.1% | Reduced |
| Fisher Asset Management, LLC | 31,933 | $490.0K | 0.00% | +209+0.7% | Added |
| Advisors Asset Management, Inc. | 32,426 | $497.0K | 0.01% | +15,069+86.8% | Added |
| Raymond James Trust N.A. | 32,945 | $505.0K | 0.02% | −4,183−11.3% | Reduced |
| Qtron Investments LLC | 35,565 | $545.0K | 0.14% | −33,438−48.5% | Reduced |
| Gabelli Funds LLC | 37,000 | $568.0K | 0.00% | 00.0% | Unchanged |
| Cullinan Associates Inc | 37,600 | $577.0K | 0.03% | +27,600+276.0% | Added |
| Banco Santander, S.A. | 41,745 | $591.0K | 0.00% | −48,722−53.9% | Reduced |
| Kestra Advisory Services, LLC | 39,324 | $603.0K | 0.01% | +190+0.5% | Added |
| Vestmark Advisory Solutions, Inc. | 39,612 | $608.0K | 0.04% | −915−2.3% | Reduced |
| RBF Capital, LLC | 40,000 | $614.0K | 0.03% | +40,000 | New |
| Fifth Third Bancorp | 40,371 | $619.0K | 0.00% | +1,602+4.1% | Added |
| Qube Research & Technologies Ltd | 42,807 | $657.0K | 0.01% | +42,807 | New |
| HRT Financial LP | 43,054 | $660.0K | 0.01% | +43,054 | New |
| Park Avenue Securities LLC | 43,493 | $667.0K | 0.01% | +3,623+9.1% | Added |
| Lingohr & Partner Asset Management GmbH | 45,021 | $689.0K | 1.74% | 00.0% | Unchanged |
| Veriti Management LLC | 45,115 | $692.0K | 0.10% | +9,992+28.4% | Added |
| SOL Capital Management CO | 45,180 | $693.0K | 0.14% | −500−1.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 46,483 | $713.0K | 0.51% | +1,408+3.1% | Added |
| Pathstone Family Office, LLC | 47,047 | $721.0K | 0.02% | +22,310+90.2% | Added |
| Investors Research Corp | 47,259 | $725.0K | 0.25% | 00.0% | Unchanged |
| Greenleaf Trust | 47,453 | $728.0K | 0.01% | +1,069+2.3% | Added |
| Paloma Partners Management Co | 48,057 | $737.0K | 0.02% | +29,618+160.6% | Added |
| First Republic Investment Management, Inc. | 50,640 | $777.0K | 0.00% | −15,537−23.5% | Reduced |
| Atlas Capital Advisors LLC | 50,743 | $778.4K | 0.13% | 00.0% | Unchanged |
| US Bancorp | 50,835 | $781.0K | 0.00% | −2,557−4.8% | Reduced |
| Truist Financial Corp | 54,274 | $832.0K | 0.00% | +7,487+16.0% | Added |
| Thornburg Investment Management Inc | 56,540 | $867.0K | 0.01% | 00.0% | Unchanged |
| Sciencast Management LP | 59,363 | $890.0K | 0.19% | +21,515+56.8% | Added |
| Trexquant Investment LP | 58,406 | $896.0K | 0.08% | +9,938+20.5% | Added |
| The PNC Financial Services Group, Inc. | 58,844 | $903.0K | 0.00% | −1,150−1.9% | Reduced |
| Janney Montgomery Scott LLC | 60,800 | $933.0K | 0.00% | +4,385+7.8% | Added |
| swisspartners Ltd. | 64,073 | $981.0K | 0.70% | −2,609−3.9% | Reduced |
| Jupiter Asset Management Ltd | 66,663 | $1.02M | 0.01% | −1,504,455−95.8% | Reduced |