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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 66,778 | $1.02M | 0.04% | +66,778 | New |
| MML Investors Services, LLC | 67,249 | $1.03M | 0.01% | +2,695+4.2% | Added |
| Private Advisor Group, LLC | 67,918 | $1.04M | 0.01% | +7,628+12.7% | Added |
| Liberty One Investment Management, LLC | 70,019 | $1.07M | 0.18% | +3,031+4.5% | Added |
| Cigna Investments Inc | 72,131 | $1.10M | 0.08% | +20.0% | Added |
| Ethic Inc. | 72,562 | $1.11M | 0.13% | +31,515+76.8% | Added |
| O'Shaughnessy Asset Management, LLC | 76,940 | $1.18M | 0.02% | −32,339−29.6% | Reduced |
| QS Investors, LLC | 74,255 | $1.22M | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 81,002 | $1.24M | 0.01% | +33,992+72.3% | Added |
| Marietta Investment Partners LLC | 82,100 | $1.26M | 0.29% | +14,300+21.1% | Added |
| Krilogy Financial LLC | 82,892 | $1.27M | 0.13% | +1,046+1.3% | Added |
| Advisor Group Holdings, Inc. | 87,385 | $1.34M | 0.00% | −28,063−24.3% | Reduced |
| Hantz Financial Services, Inc. | 91,043 | $1.40M | 0.05% | +7,653+9.2% | Added |
| Optiver Holding B.V. | 95,736 | $1.47M | 0.20% | +95,736 | New |
| Wealth Alliance Advisory Group, LLC | 97,488 | $1.50M | 0.73% | 00.0% | Unchanged |
| GQG Partners LLC | 99,706 | $1.53M | 0.00% | −7,242,908−98.6% | Reduced |
| Cubist Systematic Strategies, LLC | 99,802 | $1.53M | 0.02% | −598−0.6% | Reduced |
| Anson Funds Management LP | 100,000 | $1.53M | 0.18% | +100,000 | New |
| Wetherby Asset Management Inc | 102,013 | $1.56M | 0.10% | +2,213+2.2% | Added |
| Thomas White International Ltd | 103,632 | $1.59M | 0.22% | +195+0.2% | Added |
| Magnetar Financial LLC | 108,935 | $1.67M | 0.02% | +33,037+43.5% | Added |
| Logan Capital Management Inc | 115,926 | $1.78M | 0.08% | +17,625+17.9% | Added |
| Highland Capital Management, LLC | 116,214 | $1.78M | 0.11% | −400−0.3% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 117,198 | $1.80M | 0.31% | +117,198 | New |
| SEI Investments Co | 117,263 | $1.81M | 0.00% | −4,281−3.5% | Reduced |
| U S Global Investors Inc | 128,755 | $1.98M | 0.07% | +44,055+52.0% | Added |
| Calamos Wealth Management LLC | 132,778 | $2.04M | 0.16% | +7,915+6.3% | Added |
| Boston Partners | 136,611 | $2.10M | 0.00% | +13,056+10.6% | Added |
| Quantbot Technologies LP | 145,581 | $2.23M | 0.18% | +48,963+50.7% | Added |
| Bridgeway Capital Management, LLC | 163,900 | $2.51M | 0.04% | −1,900−1.1% | Reduced |
| LPL Financial LLC | 164,373 | $2.52M | 0.00% | +11,782+7.7% | Added |
| Stifel Financial Corp | 170,840 | $2.62M | 0.00% | −18,020−9.5% | Reduced |
| HighTower Advisors, LLC | 174,280 | $2.67M | 0.01% | +68,720+65.1% | Added |
| Metropolitan Life Insurance Co | 177,619 | $2.72M | 0.04% | +12,943+7.9% | Added |
| Vident Investment Advisory, LLC | 183,276 | $2.81M | 0.09% | +3,507+2.0% | Added |
| Scotia Capital Inc. | 184,575 | $2.83M | 0.02% | +10,005+5.7% | Added |
| Oppenheimer Asset Management Inc. | 187,387 | $2.88M | 0.04% | −138,125−42.4% | Reduced |
| Brinker Capital Investments, LLC | 187,959 | $2.88M | 0.04% | +44,238+30.8% | Added |
| USS Investment Management Ltd | 191,098 | $2.92M | 0.02% | 00.0% | Unchanged |
| American Century Companies Inc | 191,255 | $2.93M | 0.00% | +40,742+27.1% | Added |
| Amia Capital LLP | 200,000 | $3.06M | 2.57% | +200,000 | New |
| Ensign Peak Advisors, Inc | 194,394 | $3.10M | 0.01% | +14,150+7.9% | Added |
| Susquehanna International Group, LLP | 209,842 | $3.22M | 0.00% | −78,796−27.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 211,948 | $3.25M | 0.04% | +122,715+137.5% | Added |
| Two Sigma Advisers, LP | 215,405 | $3.30M | 0.01% | +215,405 | New |
| Clearbridge Investments, LLC | 223,671 | $3.43M | 0.00% | +1,183+0.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 230,046 | $3.52M | 0.02% | +5,975+2.7% | Added |
| Comerica Bank | 216,467 | $3.59M | 0.02% | −312−0.1% | Reduced |
| Achmea Investment Management B.V. | 238,963 | $3.66M | 0.12% | −13,896−5.5% | Reduced |
| Jane Street Group, LLC | 241,685 | $3.70M | 0.01% | +9,572+4.1% | Added |
| Ontario Teachers Pension Plan Board | 246,546 | $3.77M | 0.05% | 00.0% | Unchanged |
| Citadel Advisors LLC | 247,521 | $3.80M | 0.00% | +85,804+53.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 251,773 | $3.86M | 0.02% | −502,170−66.6% | Reduced |
| MetLife Investment Management | 254,649 | $3.90M | 0.03% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 254,623 | $3.91M | 0.09% | −21,430−7.8% | Reduced |
| Geode Capital Management, LLC | 257,527 | $3.95M | 0.00% | −19,307−7.0% | Reduced |
| CIBC World Markets Inc. | 291,780 | $4.48M | 0.01% | −13,486−4.4% | Reduced |
| Fosun International Ltd | 340,928 | $4.48M | 0.27% | +266,438+357.7% | Added |
| Assenagon Asset Management S.A. | 314,375 | $4.82M | 0.02% | −14,946−4.5% | Reduced |
| Contravisory Investment Management, Inc. | 332,840 | $5.11M | 1.51% | −845−0.3% | Reduced |
| Mercer Global Advisors Inc | 354,810 | $5.44M | 0.04% | +30,206+9.3% | Added |
| Value Partners Investments Inc. | 367,219 | $5.63M | 0.46% | +36,978+11.2% | Added |
| Leuthold Group, LLC | 416,746 | $6.39M | 0.78% | −7,653−1.8% | Reduced |
| Henry James International Management, Inc. | 422,072 | $6.47M | 1.85% | 00.0% | Unchanged |
| Capital International Sarl | 458,451 | $7.02M | 0.61% | −20,221−4.2% | Reduced |
| Capital International Ltd | 463,609 | $7.10M | 0.39% | −52,203−10.1% | Reduced |
| Westpac Banking Corp | 501,505 | $7.68M | 0.08% | +501,505 | New |
| Marshall Wace North America L.P. | 530,089 | $8.13M | 0.03% | +530,089 | New |
| Voya Investment Management LLC | 537,022 | $8.23M | 0.02% | +15,661+3.0% | Added |
| Virginia Retirement Systems Et Al | 547,738 | $8.39M | 0.08% | −27,763−4.8% | Reduced |
| Marshall Wace, LLP | 584,793 | $8.96M | 0.05% | −980,090−62.6% | Reduced |
| Renaissance Group LLC | 643,070 | $9.87M | 0.41% | −51,573−7.4% | Reduced |
| Nuveen Asset Management, LLC | 667,241 | $10.2M | 0.00% | −24,652−3.6% | Reduced |
| Eaton Vance Management | 676,453 | $10.4M | 0.01% | −3,370−0.5% | Reduced |
| Millennium Management LLC | 720,259 | $11.0M | 0.01% | −279,001−27.9% | Reduced |
| Janney Capital Management LLC | 723,706 | $11.1M | 0.71% | −4,568−0.6% | Reduced |
| Polar Capital Holdings Plc | 787,775 | $11.7M | 0.06% | +277,557+54.4% | Added |
| Credit Agricole S A | 802,895 | $12.3M | 0.41% | +37,133+4.8% | Added |
| First Trust Advisors LP | 812,297 | $12.4M | 0.01% | +757,152+1,373.0% | Added |
| D. E. Shaw & Co., Inc. | 885,730 | $13.6M | 0.02% | +858,533+3,156.7% | Added |
| FIL Ltd | 921,434 | $14.1M | 0.02% | +251,526+37.5% | Added |
| State of Wisconsin Investment Board | 974,137 | $14.9M | 0.03% | −359,272−26.9% | Reduced |
| Carlson Capital L P | 978,700 | $15.0M | 0.72% | +978,700 | New |
| TD Asset Management Inc | 914,884 | $15.1M | 0.02% | +15,742+1.8% | Added |
| Artemis Investment Management LLP | 993,758 | $15.2M | 0.13% | −194,086−16.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,041,574 | $16.0M | 0.03% | +1,041,574 | New |
| Edmond de Rothschild Holding S.A. | 1,084,418 | $16.6M | 0.38% | +119,035+12.3% | Added |
| Exane Derivatives | 1,186,129 | $17.7M | 4.15% | +976,648+466.2% | Added |
| Calamos Advisors LLC | 1,159,758 | $17.8M | 0.09% | −7,530−0.6% | Reduced |
| Tocqueville Asset Management L.P. | 1,173,068 | $18.0M | 0.26% | −4,450−0.4% | Reduced |
| Envestnet Asset Management Inc | 1,179,495 | $18.1M | 0.01% | +17,964+1.5% | Added |
| Teachers Retirement System of the State of Kentucky | 1,186,620 | $18.2M | 0.17% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 1,268,176 | $19.4M | 0.24% | −1,283,862−50.3% | Reduced |
| Ossiam | 1,280,993 | $21.1M | 0.57% | +1,280,993 | New |
| Pictet North America Advisors SA | 1,415,198 | $21.7M | 2.24% | +488,800+52.8% | Added |
| Raymond James & Associates | 1,490,741 | $22.8M | 0.02% | −5,400−0.4% | Reduced |
| Border to Coast Pensions Partnership Ltd | 1,532,890 | $23.6M | 0.83% | +1,532,890 | New |
| Manufacturers Life Insurance Company, The | 1,592,702 | $24.4M | 0.02% | +68,039+4.5% | Added |
| AMP Capital Investors Ltd | 1,593,806 | $24.4M | 0.12% | +66,407+4.3% | Added |
| Royal London Asset Management Ltd | 1,610,526 | $24.7M | 0.10% | −38,973−2.4% | Reduced |