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 |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 2,568 | $39.0K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,075 | $32.0K | 0.01% | −10.0% | Reduced |
| Accel Wealth Management | 2,068 | $32.0K | 0.02% | +1,150+125.3% | Added |
| Rockefeller Capital Management L.P. | 2,085 | $31.0K | 0.00% | −3,996−65.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,988 | $30.0K | 0.00% | −2,445−55.2% | Reduced |
| Berman Capital Advisors, LLC | 1,979 | $30.0K | 0.00% | +27+1.4% | Added |
| Enterprise Financial Services Corp | 1,920 | $29.0K | 0.00% | +87+4.7% | Added |
| Meeder Asset Management Inc | 1,847 | $28.0K | 0.00% | +403+27.9% | Added |
| Zions Bancorporation, N.A. | 1,582 | $24.0K | 0.00% | −36−2.2% | Reduced |
| Assetmark, Inc | 1,527 | $23.0K | 0.00% | −38−2.4% | Reduced |
| Ten Capital Wealth Advisors, LLC | 1,491 | $23.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,351 | $21.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,008 | $15.0K | 0.00% | −1,007−50.0% | Reduced |
| Community Bank, N.A. | 1,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 946 | $14.0K | 0.00% | −395−29.5% | Reduced |
| Howe & Rusling Inc | 885 | $14.0K | 0.00% | −118−11.8% | Reduced |
| Farmers & Merchants Investments Inc | 931 | $14.0K | 0.00% | −111−10.7% | Reduced |
| First Horizon Advisors, Inc. | 821 | $13.0K | 0.00% | +821 | New |
| Sonora Investment Management, LLC | 790 | $12.0K | 0.00% | +790 | New |
| HM Payson & Co | 729 | $11.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 644 | $10.0K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 631 | $10.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 570 | $9.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 602 | $9.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 616 | $9.00K | 0.00% | +616 | New |
| Key Financial Inc | 456 | $8.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 547 | $8.00K | 0.00% | +547 | New |
| Stonebridge Capital Advisors LLC | 450 | $7.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 424 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 434 | $7.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 465 | $7.00K | 0.00% | +162+53.5% | Added |
| NEXT Financial Group, Inc | 397 | $6.00K | 0.00% | −25−5.9% | Reduced |
| Allworth Financial LP | 410 | $6.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 417 | $6.00K | 0.00% | +8+2.0% | Added |
| Massmutual Trust Co FSB | 384 | $6.00K | 0.00% | +384 | New |
| Bartlett & Co. Wealth Management LLC | 338 | $5.18K | 0.00% | −8,260−96.1% | Reduced |
| Bartlett & Co. LLC | 338 | $5.00K | 0.00% | −8,260−96.1% | Reduced |
| FinTrust Capital Advisors, LLC | 306 | $5.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 309 | $5.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 310 | $5.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 237 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 250 | $4.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 255 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 289 | $4.00K | 0.00% | +289 | New |
| Endurance Wealth Management, Inc. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 166 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 175 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 206 | $3.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 203 | $3.00K | 0.00% | +1+0.5% | Added |
| Copeland Capital Management, LLC | 180 | $3.00K | 0.00% | +180 | New |
| SRS Capital Advisors, Inc. | 196 | $3.00K | 0.00% | +196 | New |
| Raffa Wealth Management, LLC | 184 | $2.82K | 0.00% | +34+22.7% | Added |
| Glen Eagle Advisors, LLC | 179 | $2.75K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 101 | $2.00K | 0.00% | +101 | New |
| Financial Management Professionals, Inc. | 149 | $2.00K | 0.00% | +149 | New |
| Proequities, Inc. | 96 | $1.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 85 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 62 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 111 | $1.00K | 0.00% | +111 | New |
| Anfield Capital Management, LLC | 50 | $1.00K | 0.00% | +50 | New |
| Ford Financial Group, LLC | 117 | $1.00K | 0.00% | +117 | New |
| Forsta Ap-Fonden | 765,554 | $0 | 0.00% | +46,516+6.5% | 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 |