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 |
|---|---|---|---|---|---|
| Public Sector Pension Investment Board | 1,723,400 | $26.4M | 0.17% | +6,514+0.4% | Added |
| Cullen Capital Management LLC | 1,732,695 | $26.6M | 0.26% | −1,245,712−41.8% | Reduced |
| Fullerton Fund Management Co Ltd. | 1,769,154 | $27.1M | 1.84% | +80,623+4.8% | Added |
| Captrust Financial Advisors | 1,790,428 | $27.5M | 0.26% | +24,852+1.4% | Added |
| State of Tennessee, Treasury Department | 1,835,832 | $28.1M | 0.11% | −8490.0% | Reduced |
| HSBC Holdings PLC | 1,915,752 | $29.3M | 0.03% | +630,845+49.1% | Added |
| Capital International Inc | 2,038,278 | $31.2M | 0.28% | −329,287−13.9% | Reduced |
| Franklin Resources Inc | 2,099,426 | $32.2M | 0.01% | +34,151+1.7% | Added |
| Todd Asset Management LLC | 2,144,659 | $32.9M | 0.74% | +21,789+1.0% | Added |
| BlackRock Inc. | 2,147,502 | $32.9M | 0.00% | +116,892+5.8% | Added |
| Clark Capital Management Group, Inc. | 2,273,627 | $34.9M | 0.49% | +94,562+4.3% | Added |
| Brandes Investment Partners, LP | 2,341,547 | $35.9M | 0.80% | −15,099,976−86.6% | Reduced |
| Banque Pictet & Cie SA | 2,386,217 | $36.6M | 0.41% | +368,544+18.3% | Added |
| Alliancebernstein L.P. | 2,455,897 | $37.7M | 0.02% | +371,345+17.8% | Added |
| Canada Pension Plan Investment Board | 2,606,953 | $39.9M | 0.05% | −692,417−21.0% | Reduced |
| Natixis Advisors, L.P. | 2,671,239 | $41.0M | 0.19% | −270,459−9.2% | Reduced |
| Capital Bank & Trust Co | 2,692,712 | $41.2M | 0.48% | +73,891+2.8% | Added |
| Exane Asset Management | 2,735,706 | $41.9M | 9.50% | +1,613,005+143.7% | Added |
| Aviva PLC | 2,810,386 | $43.1M | 0.19% | −215,626−7.1% | Reduced |
| Northern Trust Corp | 2,960,997 | $45.4M | 0.01% | −648,965−18.0% | Reduced |
| Compagnie Lombard Odier SCmA | 3,020,724 | $46.3M | 1.02% | −66,809−2.2% | Reduced |
| Great West Life Assurance Co | 3,054,296 | $46.8M | 0.11% | −85,414−2.7% | Reduced |
| Morgan Stanley | 3,094,069 | $47.5M | 0.01% | +209,870+7.3% | Added |
| Citigroup Inc | 3,369,024 | $51.6M | 0.05% | −491,183−12.7% | Reduced |
| Janus Henderson Group PLC | 3,458,369 | $53.0M | 0.02% | −889,278−20.5% | Reduced |
| Korea Investment CORP | 3,556,374 | $54.5M | 0.16% | +14,317+0.4% | Added |
| Dimensional Fund Advisors LP | 3,699,799 | $56.8M | 0.02% | −73,076−1.9% | Reduced |
| Wells Fargo & Company | 4,119,489 | $63.2M | 0.01% | +949,963+30.0% | Added |
| Parametric Portfolio Associates LLC | 4,218,420 | $64.7M | 0.04% | +208,537+5.2% | Added |
| Schroder Investment Management Group | 5,313,501 | $75.2M | 0.09% | +1,295,104+32.2% | Added |
| M&G Investment Management Ltd | 5,245,240 | $79.4M | 0.41% | −337,165−6.0% | Reduced |
| Invesco Ltd. | 5,549,580 | $85.1M | 0.02% | +5,549,580 | New |
| Neuberger Berman Group LLC | 5,789,359 | $88.3M | 0.08% | +120,846+2.1% | Added |
| Banque Cantonale Vaudoise | 5,886,999 | $90.2M | 4.02% | +520,675+9.7% | Added |
| ARGA Investment Management, LP | 5,948,639 | $91.1M | 7.20% | +385,990+6.9% | Added |
| Mackenzie Financial Corp | 6,055,257 | $92.9M | 0.13% | −197,601−3.2% | Reduced |
| Pzena Investment Management LLC | 6,509,661 | $99.9M | 0.39% | +274,382+4.4% | Added |
| AXA S.A. | 7,320,439 | $112.3M | 0.32% | +352,728+5.1% | Added |
| Bank of New York Mellon Corp | 7,782,518 | $119.4M | 0.02% | −682,097−8.1% | Reduced |
| Bank of Montreal | 8,164,155 | $126.7M | 0.07% | +627,548+8.3% | Added |
| Ameriprise Financial Inc | 8,546,911 | $130.2M | 0.04% | +1,361,841+19.0% | Added |
| Russell Investments Group, Ltd. | 8,584,975 | $131.5M | 0.22% | −78,784−0.9% | Reduced |
| Bank of America Corp | 9,219,460 | $141.4M | 0.02% | +511,930+5.9% | Added |
| DekaBank Deutsche Girozentrale | 10,403,421 | $159.2M | 0.46% | −2,596,949−20.0% | Reduced |
| Royal Bank of Canada | 14,104,363 | $216.4M | 0.06% | −2,620,201−15.7% | Reduced |
| Amundi | 14,768,136 | $226.5M | 0.16% | +14,768,136 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,681,542 | $240.3M | 0.40% | −450,585−2.8% | Reduced |
| Vontobel Holding Ltd. | 20,120,082 | $310.7M | 2.68% | +20,120,082 | New |
| Allianz Asset Management GmbH | 20,605,079 | $315.6M | 0.28% | −1,434,128−6.5% | Reduced |
| JPMorgan Chase & Co | 20,933,001 | $321.1M | 0.04% | +4,284,436+25.7% | Added |
| FMR LLC | 21,002,860 | $322.1M | 0.03% | −99,468−0.5% | Reduced |
| Pictet Asset Management Ltd | 27,497,478 | $421.2M | 0.46% | −4,977,788−15.3% | Reduced |
| Deutsche Bank AG | 27,843,246 | $427.1M | 0.21% | +4,916,233+21.4% | Added |
| Goldman Sachs Group Inc | 28,386,077 | $435.4M | 0.12% | −12,122,757−29.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,560,453 | $612.4M | 3.40% | −1,944,717−4.7% | Reduced |
| Wellington Management Group LLP | 44,739,956 | $685.4M | 0.11% | +1,068,951+2.4% | Added |
| Capital International Investors | 46,222,902 | $707.5M | 0.16% | −1,766,010−3.7% | Reduced |
| Dodge & Cox | 89,564,542 | $1.37B | 0.90% | +248,900+0.3% | Added |
| Credit Suisse AG | 102,950,504 | $1.59B | 1.24% | −13,447,830−11.6% | Reduced |
| Vanguard Group Inc | 105,654,676 | $1.62B | 0.04% | −118,520−0.1% | Reduced |
| Massachusetts Financial Services Co | 134,610,772 | $2.06B | 0.60% | +3,117,157+2.4% | Added |
| UBS Group AG | 144,795,260 | $2.22B | 0.94% | +17,231,816+13.5% | Added |
| Norges Bank | 156,233,658 | $2.39B | 0.52% | +39,4530.0% | Added |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −6,353,390−100.0% | Sold out |
| Marshall Wace Asia Ltd | 0 | $0 | 0.00% | −1,644,339−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −181,739−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −163,981−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −81,956−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −32,570−100.0% | Sold out |
| Wealth Advisory Solutions, LLC | 0 | $0 | 0.00% | −27,089−100.0% | Sold out |
| Pictet & Cie (Europe) SA | 0 | $0 | 0.00% | −23,470−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −22,704−100.0% | Sold out |
| Glenview Trust Co | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| HighVista Strategies LLC | 0 | $0 | 0.00% | −19,998−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −17,800−100.0% | Sold out |
| Opus Capital Group, LLC | 0 | $0 | 0.00% | −16,424−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −14,147−100.0% | Sold out |
| swisspartners Advisors Ltd | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −11,562−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −11,497−100.0% | Sold out |
| Parametrica Management Ltd | 0 | $0 | 0.00% | −10,774−100.0% | Sold out |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −10,275−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −6,571−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −3,354−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −790−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −615−100.0% | Sold out |
| Freedman Financial Associates, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −419−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −395−100.0% | Sold out |
| Dividend Assets Capital, LLC | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| Solstein Capital, LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |
| CSat Investment Advisory, L.P. | – | – | – | – | Not filed |