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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.

Q3 2021 vs. Q2 2021

How the institutions holding UBS Group AG changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of UBS: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders36333600
Shares1.31B27.6M1.33B+45.3M (+3.5%)
Value$20.1B$422.5M$21.2B+$1.56B (+7.9%)

3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (38)

Institutions that held UBS Group AG at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to UBS in Q3 2021
InstitutionSharesValue% of portfolio
Pictet Asset Management SA28,768,441$462.6M0.51%
Capital Group Private Client Services, Inc.2,694,394$43.4M0.50%
Acadian Asset Management LLC1,628,603$26.2M0.10%
Marshall Wace Asia Ltd1,135,074$18.3M0.43%
Arrowstreet Capital, Limited Partnership341,288$5.49M0.01%
Renaissance Technologies LLC130,000$2.07M0.00%
Healthcare of Ontario Pension Plan Trust Fund125,100$1.99M0.00%
Eisler Capital (UK) Ltd.100,000$1.50M0.18%
Centiva Capital, LP41,934$668.0K0.05%
PEAK6 Investments LLC36,923$589.0K0.01%
American Trust Investment Advisors, LLC24,710$394.0K0.22%
Susquehanna Fundamental Investments, LLC24,110$388.0K0.01%
Group One Trading, L.P.23,979$382.0K0.01%
Cresset Asset Management, LLC20,242$323.0K0.00%
Studio Investment Management LLC19,818$316.0K0.14%
qPULA Trading Management LP14,971$239.0K0.37%
JB Capital LLC14,788$236.0K0.03%
swisspartners Advisors Ltd14,000$225.0K0.16%
Bokf, NA11,779$188.0K0.00%
Dynamic Technology Lab Private Ltd10,529$168.0K0.02%
Tower Research Capital LLC (TRC)10,261$164.0K0.00%
Koshinski Asset Management, Inc.3,808$60.7K0.01%
Advanced Research Investment Solutions, LLC1,817$29.0K0.01%
Vigilant Capital Management, LLC996$16.0K0.00%
D'Orazio & Associates, Inc.955$15.0K0.00%
Gerber Kawasaki Wealth & Investment Management943$15.0K0.00%
Syverson Strege & Co931$15.0K0.01%
Meridian Wealth Partners, LLC444$7.00K0.00%
Laurel Wealth Planning LLC331$5.00K0.00%
Central Trust Co161$3.00K0.00%
Antonetti Capital Management LLC123$2.00K0.00%
Rockbridge Investment Management, LCC103$2.00K0.00%
Bell Investment Advisors, Inc118$2.00K0.00%
McCarthy Grittinger Financial Group, LLC94$1.50K0.00%
Country Trust Bank62$1.00K0.00%
Carroll Financial Associates, Inc.18$00.00%
O'Dell Group, LLC1$00.00%
Kowal Investment Group, LLC5$00.00%

Sold out (38)

Institutions that held UBS Group AG at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of UBS in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Capital Bank & Trust Co2,692,712$41.2M
Ossiam1,280,993$21.1M
Grantham, Mayo, Van Otterloo & Co. LLC251,773$3.86M
Citadel Advisors LLC247,521$3.80M
Ontario Teachers Pension Plan Board246,546$3.77M
Quantbot Technologies LP145,581$2.23M
U S Global Investors Inc128,755$1.98M
Magnetar Financial LLC108,935$1.67M
Optiver Holding B.V.95,736$1.47M
Sciencast Management LP59,363$890.0K
Paloma Partners Management Co48,057$737.0K
HRT Financial LP43,054$660.0K
Qube Research & Technologies Ltd42,807$657.0K
Lake Street Advisors Group, LLC25,842$441.0K
Avantax Advisory Services, Inc.26,863$413.0K
Campbell & CO Investment Adviser LLC26,900$381.0K
Jefferies Group LLC20,119$307.6K
Longfellow Investment Management Co LLC19,080$293.0K
Gsa Capital Partners LLP15,300$235.0K
Bayesian Capital Management, LP13,700$210.0K
Financial Perspectives, Inc12,500$191.8K
Wilkinson Global Asset Management LLC12,350$189.0K
First City Capital Management, Inc.10,059$172.0K
Kore Private Wealth LLC10,811$166.0K
Cutler Group LP10,345$158.0K
JTC Employer Solutions Trusteee Ltd6,117$94.0K
Crewe Advisors LLC1,351$21.0K
Savior LLC631$10.0K
Loring Wolcott & Coolidge Fiduciary Advisors LLP616$9.00K
Advisory Services Network, LLC547$8.00K
Stonebridge Capital Advisors LLC450$7.00K
Bartlett & Co. Wealth Management LLC338$5.18K
Bartlett & Co. LLC338$5.00K
SRS Capital Advisors, Inc.196$3.00K
Capital Analysts, LLC175$3.00K
First Manhattan Co111$1.00K
Anfield Capital Management, LLC50$1.00K
Ford Financial Group, LLC117$1.00K

Not filed for Q3 2021 yet (3)

Institutions that held UBS Group AG at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UBS in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Pictet Asset Management Ltd27,497,478$421.2M
QS Investors, LLC74,255$1.22M
CWM, LLC602$9.00K