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, Q3 2021
Institutional positions in UBS Group AG as of Sep 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
- 360
- 0 vs. Q2 2021
- Shares held
- 1.33B
- +45.3M (+3.5%) vs. Q2 2021
- Total value
- $21.2B
- +$1.56B (+7.9%) vs. Q2 2021
- New holders
- 38
- 143 more added
- Sold out
- 38
- 115 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Value Partners Investments Inc. | 367,504 | $5.83M | 0.50% | +285+0.1% | Added |
| Arrowstreet Capital, Limited Partnership | 341,288 | $5.49M | 0.01% | +341,288 | New |
| Henry James International Management, Inc. | 341,104 | $5.44M | 1.71% | −80,968−19.2% | Reduced |
| Virginia Retirement Systems Et Al | 332,516 | $5.35M | 0.05% | −215,222−39.3% | Reduced |
| Contravisory Investment Management, Inc. | 327,786 | $5.22M | 1.59% | −5,054−1.5% | Reduced |
| Fosun International Ltd | 366,340 | $5.15M | 0.26% | +25,412+7.5% | Added |
| Mercer Global Advisors Inc | 316,592 | $5.05M | 0.04% | −38,218−10.8% | Reduced |
| Westpac Banking Corp | 304,349 | $4.57M | 0.05% | −197,156−39.3% | Reduced |
| Achmea Investment Management B.V. | 243,160 | $3.91M | 0.12% | +4,197+1.8% | Added |
| MetLife Investment Management | 244,814 | $3.91M | 0.04% | −9,835−3.9% | Reduced |
| Crossmark Global Holdings, Inc. | 244,851 | $3.90M | 0.09% | −9,772−3.8% | Reduced |
| Geode Capital Management, LLC | 220,139 | $3.51M | 0.00% | −37,388−14.5% | Reduced |
| Clearbridge Investments, LLC | 219,361 | $3.50M | 0.00% | −4,310−1.9% | Reduced |
| Millennium Management LLC | 209,214 | $3.33M | 0.00% | −511,045−71.0% | Reduced |
| D. E. Shaw & Co., Inc. | 208,078 | $3.32M | 0.00% | −677,652−76.5% | Reduced |
| Ensign Peak Advisors, Inc | 194,394 | $3.29M | 0.01% | 00.0% | Unchanged |
| Scotia Capital Inc. | 194,869 | $3.11M | 0.02% | +10,294+5.6% | Added |
| American Century Companies Inc | 191,787 | $3.06M | 0.00% | +532+0.3% | Added |
| Oppenheimer Asset Management Inc. | 188,235 | $3.00M | 0.04% | +848+0.5% | Added |
| Amia Capital LLP | 185,000 | $2.98M | 0.65% | −15,000−7.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 180,240 | $2.90M | 0.02% | −49,806−21.7% | Reduced |
| Vident Investment Advisory, LLC | 180,102 | $2.90M | 0.09% | −3,174−1.7% | Reduced |
| Brinker Capital Investments, LLC | 187,959 | $2.88M | 0.05% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 175,519 | $2.82M | 0.04% | −2,100−1.2% | Reduced |
| Stifel Financial Corp | 172,910 | $2.75M | 0.00% | +2,070+1.2% | Added |
| LPL Financial LLC | 169,987 | $2.71M | 0.00% | +5,614+3.4% | Added |
| Bridgeway Capital Management, LLC | 163,900 | $2.61M | 0.05% | 00.0% | Unchanged |
| RBF Capital, LLC | 160,000 | $2.55M | 0.15% | +120,000+300.0% | Added |
| Boston Partners | 141,416 | $2.25M | 0.00% | +4,805+3.5% | Added |
| Private Advisor Group, LLC | 137,444 | $2.19M | 0.01% | +69,526+102.4% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 133,726 | $2.13M | 0.37% | +16,528+14.1% | Added |
| Highland Capital Management, LLC | 132,914 | $2.12M | 0.13% | +16,700+14.4% | Added |
| Calamos Wealth Management LLC | 132,110 | $2.11M | 0.17% | −668−0.5% | Reduced |
| Assenagon Asset Management S.A. | 130,516 | $2.10M | 0.01% | −183,859−58.5% | Reduced |
| Renaissance Technologies LLC | 130,000 | $2.07M | 0.00% | +130,000 | New |
| Susquehanna International Group, LLP | 125,994 | $2.01M | 0.00% | −83,848−40.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 125,100 | $1.99M | 0.00% | +125,100 | New |
| SG Americas Securities, LLC | 123,621 | $1.97M | 0.01% | +112,125+975.3% | Added |
| SEI Investments Co | 121,569 | $1.95M | 0.00% | +4,306+3.7% | Added |
| Logan Capital Management Inc | 117,301 | $1.87M | 0.09% | +1,375+1.2% | Added |
| Susquehanna International Securities, Ltd. | 113,200 | $1.82M | 1.55% | +86,334+321.4% | Added |
| Wetherby Asset Management Inc | 105,975 | $1.69M | 0.10% | +3,962+3.9% | Added |
| Hantz Financial Services, Inc. | 105,730 | $1.69M | 0.06% | +14,687+16.1% | Added |
| Thomas White International Ltd | 105,109 | $1.68M | 0.24% | +1,477+1.4% | Added |
| Advisor Group Holdings, Inc. | 104,548 | $1.67M | 0.00% | +17,163+19.6% | Added |
| Anson Funds Management LP | 100,000 | $1.59M | 0.20% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 97,488 | $1.55M | 0.76% | 00.0% | Unchanged |
| GQG Partners LLC | 93,463 | $1.50M | 0.00% | −6,243−6.3% | Reduced |
| Eisler Capital (UK) Ltd. | 100,000 | $1.50M | 0.18% | +100,000 | New |
| Krilogy Financial LLC | 84,336 | $1.34M | 0.13% | +1,444+1.7% | Added |
| Guggenheim Capital LLC | 83,156 | $1.32M | 0.01% | +2,154+2.7% | Added |
| Comerica Bank | 74,790 | $1.32M | 0.01% | −141,677−65.4% | Reduced |
| Toroso Investments, LLC | 82,397 | $1.31M | 0.05% | +15,619+23.4% | Added |
| Marietta Investment Partners LLC | 77,850 | $1.24M | 0.28% | −4,250−5.2% | Reduced |
| Fullerton Fund Management Co Ltd. | 75,037 | $1.21M | 0.07% | −1,694,117−95.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 73,004 | $1.16M | 0.02% | −3,936−5.1% | Reduced |
| MML Investors Services, LLC | 72,508 | $1.16M | 0.01% | +5,259+7.8% | Added |
| Cigna Investments Inc | 71,719 | $1.15M | 0.09% | −412−0.6% | Reduced |
| Liberty One Investment Management, LLC | 69,853 | $1.11M | 0.19% | −166−0.2% | Reduced |
| Pathstone Family Office, LLC | 67,980 | $1.09M | 0.03% | +20,933+44.5% | Added |
| Janney Montgomery Scott LLC | 67,499 | $1.08M | 0.00% | +6,699+11.0% | Added |
| swisspartners Ltd. | 62,573 | $1.01M | 0.78% | −1,500−2.3% | Reduced |
| KCS Wealth Advisory | 61,557 | $981.0K | 0.46% | +38,491+166.9% | Added |
| The PNC Financial Services Group, Inc. | 59,652 | $951.0K | 0.00% | +808+1.4% | Added |
| Jupiter Asset Management Ltd | 58,899 | $947.0K | 0.01% | −7,764−11.6% | Reduced |
| Thornburg Investment Management Inc | 56,540 | $901.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 56,143 | $895.0K | 0.00% | +5,308+10.4% | Added |
| Truist Financial Corp | 54,740 | $872.0K | 0.00% | +466+0.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 51,991 | $836.0K | 0.00% | +37,621+261.8% | Added |
| Atlas Capital Advisors LLC | 51,396 | $819.3K | 0.13% | +653+1.3% | Added |
| First Republic Investment Management, Inc. | 50,570 | $806.0K | 0.00% | −70−0.1% | Reduced |
| Veriti Management LLC | 50,342 | $802.0K | 0.11% | +5,227+11.6% | Added |
| Park Avenue Securities LLC | 50,096 | $799.0K | 0.02% | +6,603+15.2% | Added |
| Banco Santander, S.A. | 52,394 | $785.0K | 0.00% | +10,649+25.5% | Added |
| Greenleaf Trust | 47,522 | $758.0K | 0.01% | +69+0.1% | Added |
| Investors Research Corp | 47,259 | $753.0K | 0.25% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 47,155 | $752.0K | 0.54% | +672+1.4% | Added |
| Lingohr & Partner Asset Management GmbH | 45,021 | $723.0K | 1.93% | 00.0% | Unchanged |
| SOL Capital Management CO | 44,680 | $712.0K | 0.14% | −500−1.1% | Reduced |
| Centiva Capital, LP | 41,934 | $668.0K | 0.05% | +41,934 | New |
| HighTower Advisors, LLC | 41,791 | $666.0K | 0.00% | −132,489−76.0% | Reduced |
| Advisors Asset Management, Inc. | 41,719 | $665.0K | 0.01% | +9,293+28.7% | Added |
| Fifth Third Bancorp | 40,997 | $653.0K | 0.00% | +626+1.6% | Added |
| Vestmark Advisory Solutions, Inc. | 40,134 | $640.0K | 0.04% | +522+1.3% | Added |
| Gabelli Funds LLC | 37,000 | $590.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 36,923 | $589.0K | 0.01% | +36,923 | New |
| Qtron Investments LLC | 35,565 | $572.0K | 0.15% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 35,169 | $561.0K | 0.01% | −4,155−10.6% | Reduced |
| Rehmann Capital Advisory Group | 34,449 | $550.9K | 0.05% | +5,292+18.2% | Added |
| Raymond James Trust N.A. | 33,422 | $532.0K | 0.02% | +477+1.4% | Added |
| Cubist Systematic Strategies, LLC | 31,421 | $501.0K | 0.01% | −68,381−68.5% | Reduced |
| Moody National Bank Trust Division | 31,264 | $499.0K | 0.01% | +30+0.1% | Added |
| Trexquant Investment LP | 31,219 | $498.0K | 0.04% | −27,187−46.5% | Reduced |
| Sawtooth Solutions, LLC | 30,971 | $494.0K | 0.08% | +3,992+14.8% | Added |
| Schonfeld Strategic Advisors LLC | 29,863 | $481.0K | 0.01% | −182,085−85.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,193 | $481.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 29,907 | $477.0K | 0.01% | −1,265−4.1% | Reduced |
| Simplex Trading, LLC | 30,264 | $468.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 29,322 | $467.0K | 0.02% | +5,885+25.1% | Added |
| JustInvest LLC | 29,233 | $466.0K | 0.04% | +5,606+23.7% | Added |