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 |
|---|---|---|---|---|---|
| Rehmann Capital Advisory Group | 29,157 | $446.5K | 0.04% | −380−1.3% | Reduced |
| Lake Street Advisors Group, LLC | 25,842 | $441.0K | 0.03% | +4,821+22.9% | Added |
| Virtu Financial LLC | 28,133 | $432.0K | 0.04% | +51+0.2% | 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 |
| Sawtooth Solutions, LLC | 26,979 | $414.0K | 0.08% | +4,230+18.6% | Added |
| Avantax Advisory Services, Inc. | 26,863 | $413.0K | 0.01% | +26,863 | New |
| Susquehanna International Securities, Ltd. | 26,866 | $412.0K | 0.36% | −101,100−79.0% | Reduced |
| Boston Private Wealth LLC | 25,354 | $389.0K | 0.00% | −37,768−59.8% | Reduced |
| Advisor Partners LLC | 25,308 | $388.0K | 0.03% | +1,049+4.3% | Added |
| Financial Counselors Inc | 25,234 | $387.0K | 0.01% | −624−2.4% | Reduced |
| FDx Advisors, Inc. | 25,118 | $385.0K | 0.01% | +1,383+5.8% | Added |
| 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 |
| West Family Investments, Inc. | 24,639 | $378.0K | 0.11% | +24,639 | New |
| JustInvest LLC | 23,627 | $362.0K | 0.04% | +116+0.5% | Added |
| Signaturefd, LLC | 23,437 | $360.0K | 0.01% | +1,620+7.4% | Added |
| KCS Wealth Advisory | 23,066 | $354.0K | 0.17% | +11,290+95.9% | Added |
| CAPROCK Group, Inc. | 21,973 | $337.0K | 0.03% | +2,754+14.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 21,335 | $327.0K | 0.00% | −590−2.7% | Reduced |
| Spire Wealth Management | 21,171 | $325.0K | 0.01% | −1,068−4.8% | Reduced |
| Colony Group LLC | 21,090 | $324.0K | 0.01% | −230−1.1% | Reduced |
| Corient Capital Partners, LLC | 20,990 | $322.0K | 0.02% | +5,788+38.1% | Added |
| Ellevest, Inc. | 20,616 | $316.0K | 0.03% | +9,131+79.5% | Added |
| Jefferies Group LLC | 20,119 | $307.6K | 0.01% | +20,119 | New |
| Oppenheimer & Co Inc | 19,358 | $297.0K | 0.01% | +49+0.3% | Added |
| Longfellow Investment Management Co LLC | 19,080 | $293.0K | 0.04% | −6,656−25.9% | Reduced |
| Cetera Investment Advisers | 18,903 | $290.0K | 0.00% | +7,772+69.8% | Added |
| Creative Planning | 18,549 | $285.0K | 0.00% | −5,172−21.8% | Reduced |
| Comerica Securities,inc. | 18,288 | $281.0K | 0.02% | −5,306−22.5% | Reduced |
| 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 |
| AE Wealth Management LLC | 17,111 | $262.0K | 0.00% | +2,050+13.6% | Added |
| National Asset Management, Inc. | 16,772 | $258.0K | 0.01% | −2,209−11.6% | Reduced |
| Mariner, LLC | 16,160 | $248.0K | 0.00% | +16,160 | New |
| Commonwealth Equity Services, LLC | 15,944 | $244.0K | 0.00% | +57+0.4% | Added |
| Ballentine Partners, LLC | 15,787 | $242.0K | 0.01% | +276+1.8% | Added |
| Morningstar Investment Services LLC | 15,593 | $241.0K | 0.00% | +2,979+23.6% | Added |
| Prudential Financial Inc | 15,648 | $240.0K | 0.00% | +48+0.3% | Added |
| Clearstead Advisors, LLC | 15,571 | $239.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Interchange Capital Partners, LLC | 14,910 | $228.0K | 0.35% | +5,658+61.2% | Added |
| Bellecapital International Ltd. | 14,629 | $224.0K | 0.07% | 00.0% | Unchanged |
| Synovus Financial Corp | 14,697 | $223.0K | 0.00% | −180−1.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 14,370 | $220.0K | 0.00% | −4,221−22.7% | Reduced |
| Quadrant Capital Group LLC | 14,281 | $219.0K | 0.03% | −773−5.1% | Reduced |
| Sage Rhino Capital LLC | 13,934 | $214.0K | 0.06% | +1,204+9.5% | Added |
| Bayesian Capital Management, LP | 13,700 | $210.0K | 0.05% | −9,100−39.9% | Reduced |
| TD Ameritrade Investment Management, LLC | 13,380 | $205.0K | 0.00% | +3,557+36.2% | Added |
| Private Capital Group, LLC | 13,003 | $200.0K | 0.05% | +3,051+30.7% | Added |
| Cullen/Frost Bankers, Inc. | 12,934 | $198.0K | 0.00% | +500+4.0% | Added |
| GWM Advisors LLC | 12,736 | $195.0K | 0.01% | +14+0.1% | Added |
| Pinnacle Associates Ltd | 12,641 | $194.0K | 0.00% | +12,641 | New |
| 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 |
| Financial Perspectives, Inc | 12,500 | $191.8K | 0.09% | −181,625−93.6% | Reduced |
| Glenmede Trust Co NA | 12,407 | $190.0K | 0.00% | +1,665+15.5% | 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 |
| Regions Financial Corp | 12,137 | $186.0K | 0.00% | +2,013+19.9% | Added |
| 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 |
| Northwestern Mutual Wealth Management Co | 11,383 | $174.0K | 0.00% | −266,962−95.9% | Reduced |
| 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 |
| First City Capital Management, Inc. | 10,059 | $172.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| Lindbrook Capital, LLC | 10,942 | $168.0K | 0.04% | −43−0.4% | Reduced |
| Kore Private Wealth LLC | 10,811 | $166.0K | 0.02% | +10,811 | New |
| Ritholtz Wealth Management | 10,631 | $163.0K | 0.01% | −1,265−10.6% | Reduced |
| 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 |
| Clarius Group, LLC | 10,440 | $160.0K | 0.01% | +10,440 | New |
| Checchi Capital Advisers, LLC | 10,385 | $159.0K | 0.02% | +290+2.9% | Added |
| Cutler Group LP | 10,345 | $158.0K | 0.01% | +10,345 | New |
| Evergreen Capital Management LLC | 10,265 | $157.0K | 0.01% | +10,265 | New |
| PDS Planning, Inc | 10,084 | $155.0K | 0.04% | +10,084 | New |
| Diligent Investors, LLC | 10,000 | $153.0K | 0.05% | 00.0% | Unchanged |
| Harbor Advisors LLC | 10,000 | $153.0K | 0.03% | 00.0% | Unchanged |
| American Portfolios Advisors | 8,583 | $131.7K | 0.01% | +2,027+30.9% | Added |
| Parallel Advisors, LLC | 6,681 | $102.0K | 0.00% | +382+6.1% | Added |
| HHM Wealth Advisors, LLC | 6,500 | $100.0K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 6,232 | $95.6K | 0.00% | +188+3.1% | Added |
| JTC Employer Solutions Trusteee Ltd | 6,117 | $94.0K | 0.01% | +6,117 | New |
| Fieldpoint Private Securities, LLC | 4,860 | $82.0K | 0.02% | +210+4.5% | Added |
| JBF Capital, Inc. | 5,000 | $77.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,300 | $67.0K | 0.00% | −37−0.9% | Reduced |
| AdvisorNet Financial, Inc | 3,785 | $58.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,663 | $56.2K | 0.00% | +1,710+87.6% | Added |
| Huntington National Bank | 3,511 | $54.0K | 0.00% | +193+5.8% | Added |
| Brown Brothers Harriman & Co | 3,138 | $48.0K | 0.00% | +193+6.6% | Added |
| Bessemer Group Inc | 3,046 | $47.0K | 0.00% | +971+46.8% | Added |
| Jones Financial Companies LLLP | 2,993 | $46.0K | 0.00% | +134+4.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,688 | $41.2K | 0.05% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,643 | $40.5K | 0.00% | −26,841−91.0% | Reduced |