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 |
|---|---|---|---|---|---|
| Leuthold Group, LLC | 416,746 | $6.39M | 0.78% | −7,653−1.8% | Reduced |
| Value Partners Investments Inc. | 367,219 | $5.63M | 0.46% | +36,978+11.2% | Added |
| Mercer Global Advisors Inc | 354,810 | $5.44M | 0.04% | +30,206+9.3% | Added |
| Contravisory Investment Management, Inc. | 332,840 | $5.11M | 1.51% | −845−0.3% | Reduced |
| Assenagon Asset Management S.A. | 314,375 | $4.82M | 0.02% | −14,946−4.5% | Reduced |
| Fosun International Ltd | 340,928 | $4.48M | 0.27% | +266,438+357.7% | Added |
| CIBC World Markets Inc. | 291,780 | $4.48M | 0.01% | −13,486−4.4% | Reduced |
| Geode Capital Management, LLC | 257,527 | $3.95M | 0.00% | −19,307−7.0% | Reduced |
| Crossmark Global Holdings, Inc. | 254,623 | $3.91M | 0.09% | −21,430−7.8% | Reduced |
| MetLife Investment Management | 254,649 | $3.90M | 0.03% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 251,773 | $3.86M | 0.02% | −502,170−66.6% | Reduced |
| Citadel Advisors LLC | 247,521 | $3.80M | 0.00% | +85,804+53.1% | Added |
| Ontario Teachers Pension Plan Board | 246,546 | $3.77M | 0.05% | 00.0% | Unchanged |
| Jane Street Group, LLC | 241,685 | $3.70M | 0.01% | +9,572+4.1% | Added |
| Achmea Investment Management B.V. | 238,963 | $3.66M | 0.12% | −13,896−5.5% | Reduced |
| Comerica Bank | 216,467 | $3.59M | 0.02% | −312−0.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 230,046 | $3.52M | 0.02% | +5,975+2.7% | Added |
| Clearbridge Investments, LLC | 223,671 | $3.43M | 0.00% | +1,183+0.5% | Added |
| Two Sigma Advisers, LP | 215,405 | $3.30M | 0.01% | +215,405 | New |
| Schonfeld Strategic Advisors LLC | 211,948 | $3.25M | 0.04% | +122,715+137.5% | Added |
| Susquehanna International Group, LLP | 209,842 | $3.22M | 0.00% | −78,796−27.3% | Reduced |
| Ensign Peak Advisors, Inc | 194,394 | $3.10M | 0.01% | +14,150+7.9% | Added |
| Amia Capital LLP | 200,000 | $3.06M | 2.57% | +200,000 | New |
| American Century Companies Inc | 191,255 | $2.93M | 0.00% | +40,742+27.1% | Added |
| USS Investment Management Ltd | 191,098 | $2.92M | 0.02% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 187,959 | $2.88M | 0.04% | +44,238+30.8% | Added |
| Oppenheimer Asset Management Inc. | 187,387 | $2.88M | 0.04% | −138,125−42.4% | Reduced |
| Scotia Capital Inc. | 184,575 | $2.83M | 0.02% | +10,005+5.7% | Added |
| Vident Investment Advisory, LLC | 183,276 | $2.81M | 0.09% | +3,507+2.0% | Added |
| Metropolitan Life Insurance Co | 177,619 | $2.72M | 0.04% | +12,943+7.9% | Added |
| HighTower Advisors, LLC | 174,280 | $2.67M | 0.01% | +68,720+65.1% | Added |
| Stifel Financial Corp | 170,840 | $2.62M | 0.00% | −18,020−9.5% | Reduced |
| LPL Financial LLC | 164,373 | $2.52M | 0.00% | +11,782+7.7% | Added |
| Bridgeway Capital Management, LLC | 163,900 | $2.51M | 0.04% | −1,900−1.1% | Reduced |
| Quantbot Technologies LP | 145,581 | $2.23M | 0.18% | +48,963+50.7% | Added |
| Boston Partners | 136,611 | $2.10M | 0.00% | +13,056+10.6% | Added |
| Calamos Wealth Management LLC | 132,778 | $2.04M | 0.16% | +7,915+6.3% | Added |
| U S Global Investors Inc | 128,755 | $1.98M | 0.07% | +44,055+52.0% | Added |
| SEI Investments Co | 117,263 | $1.81M | 0.00% | −4,281−3.5% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 117,198 | $1.80M | 0.31% | +117,198 | New |
| Highland Capital Management, LLC | 116,214 | $1.78M | 0.11% | −400−0.3% | Reduced |
| Logan Capital Management Inc | 115,926 | $1.78M | 0.08% | +17,625+17.9% | Added |
| Magnetar Financial LLC | 108,935 | $1.67M | 0.02% | +33,037+43.5% | Added |
| Thomas White International Ltd | 103,632 | $1.59M | 0.22% | +195+0.2% | Added |
| Wetherby Asset Management Inc | 102,013 | $1.56M | 0.10% | +2,213+2.2% | Added |
| Anson Funds Management LP | 100,000 | $1.53M | 0.18% | +100,000 | New |
| Cubist Systematic Strategies, LLC | 99,802 | $1.53M | 0.02% | −598−0.6% | Reduced |
| GQG Partners LLC | 99,706 | $1.53M | 0.00% | −7,242,908−98.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 97,488 | $1.50M | 0.73% | 00.0% | Unchanged |
| Optiver Holding B.V. | 95,736 | $1.47M | 0.20% | +95,736 | New |
| Hantz Financial Services, Inc. | 91,043 | $1.40M | 0.05% | +7,653+9.2% | Added |
| Advisor Group Holdings, Inc. | 87,385 | $1.34M | 0.00% | −28,063−24.3% | Reduced |
| Krilogy Financial LLC | 82,892 | $1.27M | 0.13% | +1,046+1.3% | Added |
| Marietta Investment Partners LLC | 82,100 | $1.26M | 0.29% | +14,300+21.1% | Added |
| Guggenheim Capital LLC | 81,002 | $1.24M | 0.01% | +33,992+72.3% | Added |
| QS Investors, LLC | 74,255 | $1.22M | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 76,940 | $1.18M | 0.02% | −32,339−29.6% | Reduced |
| Ethic Inc. | 72,562 | $1.11M | 0.13% | +31,515+76.8% | Added |
| Cigna Investments Inc | 72,131 | $1.10M | 0.08% | +20.0% | Added |
| Liberty One Investment Management, LLC | 70,019 | $1.07M | 0.18% | +3,031+4.5% | Added |
| Private Advisor Group, LLC | 67,918 | $1.04M | 0.01% | +7,628+12.7% | Added |
| MML Investors Services, LLC | 67,249 | $1.03M | 0.01% | +2,695+4.2% | Added |
| Toroso Investments, LLC | 66,778 | $1.02M | 0.04% | +66,778 | New |
| Jupiter Asset Management Ltd | 66,663 | $1.02M | 0.01% | −1,504,455−95.8% | Reduced |
| swisspartners Ltd. | 64,073 | $981.0K | 0.70% | −2,609−3.9% | Reduced |
| Janney Montgomery Scott LLC | 60,800 | $933.0K | 0.00% | +4,385+7.8% | Added |
| The PNC Financial Services Group, Inc. | 58,844 | $903.0K | 0.00% | −1,150−1.9% | Reduced |
| Trexquant Investment LP | 58,406 | $896.0K | 0.08% | +9,938+20.5% | Added |
| Sciencast Management LP | 59,363 | $890.0K | 0.19% | +21,515+56.8% | Added |
| Thornburg Investment Management Inc | 56,540 | $867.0K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 54,274 | $832.0K | 0.00% | +7,487+16.0% | Added |
| US Bancorp | 50,835 | $781.0K | 0.00% | −2,557−4.8% | Reduced |
| Atlas Capital Advisors LLC | 50,743 | $778.4K | 0.13% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 50,640 | $777.0K | 0.00% | −15,537−23.5% | Reduced |
| Paloma Partners Management Co | 48,057 | $737.0K | 0.02% | +29,618+160.6% | Added |
| Greenleaf Trust | 47,453 | $728.0K | 0.01% | +1,069+2.3% | Added |
| Investors Research Corp | 47,259 | $725.0K | 0.25% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 47,047 | $721.0K | 0.02% | +22,310+90.2% | Added |
| Mitchell & Pahl Private Wealth, LLC | 46,483 | $713.0K | 0.51% | +1,408+3.1% | Added |
| SOL Capital Management CO | 45,180 | $693.0K | 0.14% | −500−1.1% | Reduced |
| Veriti Management LLC | 45,115 | $692.0K | 0.10% | +9,992+28.4% | Added |
| Lingohr & Partner Asset Management GmbH | 45,021 | $689.0K | 1.74% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 43,493 | $667.0K | 0.01% | +3,623+9.1% | Added |
| HRT Financial LP | 43,054 | $660.0K | 0.01% | +43,054 | New |
| Qube Research & Technologies Ltd | 42,807 | $657.0K | 0.01% | +42,807 | New |
| Fifth Third Bancorp | 40,371 | $619.0K | 0.00% | +1,602+4.1% | Added |
| RBF Capital, LLC | 40,000 | $614.0K | 0.03% | +40,000 | New |
| Vestmark Advisory Solutions, Inc. | 39,612 | $608.0K | 0.04% | −915−2.3% | Reduced |
| Kestra Advisory Services, LLC | 39,324 | $603.0K | 0.01% | +190+0.5% | Added |
| Banco Santander, S.A. | 41,745 | $591.0K | 0.00% | −48,722−53.9% | Reduced |
| Cullinan Associates Inc | 37,600 | $577.0K | 0.03% | +27,600+276.0% | Added |
| Gabelli Funds LLC | 37,000 | $568.0K | 0.00% | 00.0% | Unchanged |
| Qtron Investments LLC | 35,565 | $545.0K | 0.14% | −33,438−48.5% | Reduced |
| Raymond James Trust N.A. | 32,945 | $505.0K | 0.02% | −4,183−11.3% | Reduced |
| Advisors Asset Management, Inc. | 32,426 | $497.0K | 0.01% | +15,069+86.8% | Added |
| Fisher Asset Management, LLC | 31,933 | $490.0K | 0.00% | +209+0.7% | Added |
| Moody National Bank Trust Division | 31,234 | $479.0K | 0.01% | −29−0.1% | Reduced |
| Gradient Investments LLC | 31,172 | $478.0K | 0.01% | +1,083+3.6% | Added |
| Simplex Trading, LLC | 30,264 | $464.0K | 0.02% | −11,867−28.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,193 | $463.0K | 0.01% | +30,193 | New |