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, Q4 2021
Institutional positions in UBS Group AG as of Dec 31, 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
- 369
- +14 vs. Q3 2021
- Shares held
- 1.39B
- +62.3M (+4.7%) vs. Q3 2021
- Total value
- $24.8B
- +$3.60B (+17.0%) vs. Q3 2021
- New holders
- 54
- 138 more added
- Sold out
- 40
- 113 more reduced
5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Norges Bank | 164,210,045 | $2.96B | 0.61% | −752,433−0.5% | Reduced |
| UBS Group AG | 153,942,977 | $2.75B | 1.08% | +12,639,404+8.9% | Added |
| Massachusetts Financial Services Co | 137,022,580 | $2.45B | 0.67% | +5,765,285+4.4% | Added |
| Vanguard Group Inc | 109,504,025 | $1.96B | 0.04% | +2,085,577+1.9% | Added |
| Credit Suisse AG | 105,086,996 | $1.88B | 1.51% | +3,856,855+3.8% | Added |
| Dodge & Cox | 104,116,642 | $1.87B | 1.16% | +3,922,400+3.9% | Added |
| Wellington Management Group LLP | 42,733,636 | $770.1M | 0.12% | −2,075,919−4.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,224,430 | $767.1M | 3.71% | +548,440+1.3% | Added |
| Goldman Sachs Group Inc | 36,445,157 | $651.3M | 0.16% | +8,075,806+28.5% | Added |
| Capital International Investors | 30,810,245 | $555.1M | 0.12% | −15,307,431−33.2% | Reduced |
| Pictet Asset Management SA | 28,935,514 | $521.5M | 0.52% | +167,073+0.6% | Added |
| Barclays PLC | 27,173,428 | $485.6M | 0.30% | +27,173,428 | New |
| Vontobel Holding Ltd. | 24,447,379 | $440.3M | 3.66% | −629,531−2.5% | Reduced |
| Amundi | 21,875,236 | $428.1M | 0.27% | +5,714,232+35.4% | Added |
| FMR LLC | 22,019,362 | $393.8M | 0.03% | +106,726+0.5% | Added |
| JPMorgan Chase & Co | 21,641,368 | $386.7M | 0.05% | −6,179,369−22.2% | Reduced |
| Deutsche Bank AG | 21,463,004 | $383.5M | 0.17% | +2,785,090+14.9% | Added |
| Allianz Asset Management GmbH | 21,004,112 | $378.5M | 0.28% | +654,401+3.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 18,052,376 | $324.5M | 0.47% | +3,856,406+27.2% | Added |
| DekaBank Deutsche Girozentrale | 11,197,208 | $200.8M | 0.49% | +240,538+2.2% | Added |
| Ameriprise Financial Inc | 8,855,661 | $159.9M | 0.04% | −324,210−3.5% | Reduced |
| AXA S.A. | 8,902,394 | $159.1M | 0.41% | +1,329,319+17.6% | Added |
| Royal Bank of Canada | 8,435,113 | $150.7M | 0.04% | −2,004,207−19.2% | Reduced |
| Thornburg Investment Management Inc | 8,101,646 | $145.8M | 1.71% | +8,045,106+14,229.1% | Added |
| Russell Investments Group, Ltd. | 7,984,554 | $143.9M | 0.23% | −814,152−9.3% | Reduced |
| Bank of America Corp | 8,028,561 | $143.5M | 0.02% | −3,545,681−30.6% | Reduced |
| Bank of New York Mellon Corp | 7,119,814 | $127.2M | 0.02% | −404,753−5.4% | Reduced |
| Invesco Ltd. | 6,980,892 | $124.7M | 0.03% | +1,524,127+27.9% | Added |
| Banque Cantonale Vaudoise | 6,627,231 | $119.4M | 4.66% | −365,321−5.2% | Reduced |
| Pzena Investment Management LLC | 6,606,486 | $118.1M | 0.45% | −17,893−0.3% | Reduced |
| ARGA Investment Management, LP | 5,986,054 | $107.8M | 6.87% | −3,105−0.1% | Reduced |
| Neuberger Berman Group LLC | 5,653,623 | $100.7M | 0.08% | −80,828−1.4% | Reduced |
| Schroder Investment Management Group | 5,412,378 | $88.9M | 0.12% | +1,906,936+54.4% | Added |
| Parametric Portfolio Associates LLC | 4,885,611 | $87.3M | 0.04% | +347,821+7.7% | Added |
| Marshall Wace, LLP | 4,696,646 | $84.6M | 0.17% | +4,107,776+697.6% | Added |
| FIL Ltd | 4,645,226 | $83.4M | 0.09% | +3,742,336+414.5% | Added |
| Exane Asset Management | 4,386,361 | $78.9M | 20.59% | +289,721+7.1% | Added |
| Mackenzie Financial Corp | 4,161,488 | $74.4M | 0.10% | −383,080−8.4% | Reduced |
| Korea Investment CORP | 4,060,331 | $73.2M | 0.19% | +775,348+23.6% | Added |
| Dimensional Fund Advisors LP | 3,894,865 | $69.6M | 0.02% | +104,608+2.8% | Added |
| Janus Henderson Group PLC | 3,477,722 | $62.7M | 0.03% | +73,803+2.2% | Added |
| Wells Fargo & Company | 3,433,151 | $61.4M | 0.02% | −966,396−22.0% | Reduced |
| Canada Pension Plan Investment Board | 3,349,953 | $60.4M | 0.06% | −2,400−0.1% | Reduced |
| Citigroup Inc | 3,357,935 | $60.3M | 0.05% | +185,646+5.9% | Added |
| Great West Life Assurance Co | 3,203,925 | $57.6M | 0.12% | +92,558+3.0% | Added |
| Morgan Stanley | 3,191,618 | $57.0M | 0.01% | +156,288+5.1% | Added |
| Clark Capital Management Group, Inc. | 3,142,212 | $56.2M | 0.69% | +134,348+4.5% | Added |
| Natixis Advisors, L.P. | 3,023,224 | $54.0M | 0.21% | +202,695+7.2% | Added |
| Compagnie Lombard Odier SCmA | 2,996,642 | $54.0M | 1.07% | −132,036−4.2% | Reduced |
| Aviva PLC | 2,823,761 | $50.9M | 0.21% | +110,244+4.1% | Added |
| Capital Group Private Client Services, Inc. | 2,659,583 | $47.8M | 0.51% | −34,811−1.3% | Reduced |
| Bank of Montreal | 2,386,645 | $43.2M | 0.02% | −6,101,953−71.9% | Reduced |
| BlackRock Inc. | 2,322,828 | $41.5M | 0.00% | +85,188+3.8% | Added |
| Brandes Investment Partners, LP | 2,298,070 | $41.1M | 0.90% | −77,037−3.2% | Reduced |
| Northern Trust Corp | 2,274,034 | $40.6M | 0.01% | +21,088+0.9% | Added |
| Todd Asset Management LLC | 2,185,721 | $39.1M | 0.84% | +13,639+0.6% | Added |
| Alliancebernstein L.P. | 2,114,315 | $37.8M | 0.01% | −36,528−1.7% | Reduced |
| USS Investment Management Ltd | 2,055,150 | $36.9M | 0.29% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 1,992,316 | $35.9M | 0.27% | +173,940+9.6% | Added |
| Manufacturers Life Insurance Company, The | 1,606,204 | $33.1M | 0.02% | −44,890−2.7% | Reduced |
| State of Tennessee, Treasury Department | 1,811,587 | $32.6M | 0.12% | 00.0% | Unchanged |
| HSBC Holdings PLC | 1,772,916 | $31.9M | 0.03% | +1,067,073+151.2% | Added |
| Public Sector Pension Investment Board | 1,747,682 | $31.5M | 0.17% | +80,686+4.8% | Added |
| Franklin Resources Inc | 1,719,606 | $30.8M | 0.01% | +82,666+5.1% | Added |
| Captrust Financial Advisors | 1,638,347 | $29.3M | 0.20% | −11,538−0.7% | Reduced |
| Credit Agricole S A | 1,625,358 | $29.0M | 0.97% | +1,071,686+193.6% | Added |
| Cullen Capital Management LLC | 1,600,955 | $28.6M | 0.27% | −85,825−5.1% | Reduced |
| Border to Coast Pensions Partnership Ltd | 1,532,890 | $27.6M | 0.93% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 1,533,672 | $27.4M | 0.01% | +318,647+26.2% | Added |
| Raymond James & Associates | 1,508,696 | $27.1M | 0.02% | −16,016−1.1% | Reduced |
| Royal London Asset Management Ltd | 1,463,657 | $26.2M | 0.10% | −115,366−7.3% | Reduced |
| Algebris (UK) Ltd | 1,215,777 | $21.9M | 10.94% | +1,215,777 | New |
| Susquehanna International Group Ltd. | 1,202,959 | $21.7M | 8.92% | +1,202,959 | New |
| Zurich Insurance Group Ltd | 1,186,221 | $21.4M | 0.24% | −1,081,468−47.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 1,186,620 | $21.2M | 0.19% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 1,162,318 | $20.8M | 0.29% | −29,000−2.4% | Reduced |
| Calamos Advisors LLC | 1,156,652 | $20.7M | 0.08% | −18,075−1.5% | Reduced |
| Capital International Inc | 1,144,012 | $20.6M | 0.19% | −687,019−37.5% | Reduced |
| Artemis Investment Management LLP | 1,114,997 | $20.1M | 0.15% | −22,574−2.0% | Reduced |
| Polar Capital Holdings Plc | 984,547 | $16.9M | 0.09% | +188,487+23.7% | Added |
| Pictet North America Advisors SA | 866,398 | $15.6M | 1.54% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 860,835 | $15.5M | 0.34% | −54,793−6.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 849,899 | $15.3M | 0.03% | −119,310−12.3% | Reduced |
| TD Asset Management Inc | 840,062 | $15.1M | 0.01% | −57,045−6.4% | Reduced |
| Balyasny Asset Management LLC | 842,490 | $15.1M | 0.06% | +842,490 | New |
| Jane Street Group, LLC | 819,117 | $14.7M | 0.03% | +146,123+21.7% | Added |
| Two Sigma Advisers, LP | 774,005 | $13.8M | 0.03% | +207,570+36.6% | Added |
| LGT Group Foundation | 749,112 | $13.5M | 0.35% | +749,112 | New |
| State of Wisconsin Investment Board | 711,185 | $12.8M | 0.02% | −318,924−31.0% | Reduced |
| Janney Capital Management LLC | 707,916 | $12.7M | 0.82% | −3,877−0.5% | Reduced |
| Eaton Vance Management | 663,948 | $11.9M | 0.01% | −13,296−2.0% | Reduced |
| Nuveen Asset Management, LLC | 640,950 | $11.5M | 0.00% | −9,939−1.5% | Reduced |
| Voya Investment Management LLC | 592,909 | $10.7M | 0.02% | −48,791−7.6% | Reduced |
| Millennium Management LLC | 571,951 | $10.2M | 0.01% | +362,737+173.4% | Added |
| Renaissance Group LLC | 537,310 | $9.60M | 0.39% | −60,031−10.0% | Reduced |
| Black Diamond Capital Management, L.L.C. | 537,089 | $9.60M | 5.09% | +537,089 | New |
| Capital International Sarl | 522,282 | $9.41M | 0.45% | +93,391+21.8% | Added |
| Carlson Capital L P | 447,843 | $8.00M | 0.46% | −289,700−39.3% | Reduced |
| Leuthold Group, LLC | 408,134 | $7.29M | 0.85% | −9,856−2.4% | Reduced |
| CIBC World Markets Inc. | 402,946 | $7.20M | 0.02% | +34,059+9.2% | Added |