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 |
|---|---|---|---|---|---|
| Baker Ellis Asset Management LLC | 12,300 | $220.0K | 0.04% | 00.0% | Unchanged |
| Stephens Inc | 12,336 | $220.0K | 0.00% | −84−0.7% | Reduced |
| Claraphi Advisory Network, LLC | 12,300 | $220.0K | 0.08% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 12,494 | $223.0K | 0.07% | −403−3.1% | Reduced |
| Pinnacle Associates Ltd | 12,641 | $226.0K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 12,676 | $227.0K | 0.01% | +2,593+25.7% | Added |
| GWM Advisors LLC | 12,736 | $228.0K | 0.00% | +723+6.0% | Added |
| Gitterman Wealth Management, LLC | 12,761 | $228.0K | 0.17% | +802+6.7% | Added |
| Glenmede Trust Co NA | 12,844 | $229.0K | 0.00% | +433+3.5% | Added |
| Checchi Capital Advisers, LLC | 12,985 | $232.0K | 0.03% | +2,187+20.3% | Added |
| We Are One Seven, LLC | 12,951 | $232.0K | 0.02% | +12,951 | New |
| Csenge Advisory Group | 15,172 | $235.0K | 0.02% | −4,224−21.8% | Reduced |
| Cresset Asset Management, LLC | 13,178 | $236.0K | 0.00% | −7,064−34.9% | Reduced |
| Synovus Financial Corp | 13,764 | $247.0K | 0.00% | −910−6.2% | Reduced |
| Lindbrook Capital, LLC | 13,837 | $247.0K | 0.04% | +2,542+22.5% | Added |
| Ritholtz Wealth Management | 14,136 | $253.0K | 0.02% | +3,161+28.8% | Added |
| swisspartners Advisors Ltd | 14,000 | $256.0K | 0.18% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 14,407 | $257.0K | 0.00% | +2,573+21.7% | Added |
| Wrapmanager Inc | 14,587 | $261.0K | 0.07% | +14,587 | New |
| Parallel Advisors, LLC | 14,743 | $263.0K | 0.01% | +5,756+64.0% | Added |
| JB Capital LLC | 14,955 | $267.3K | 0.03% | +167+1.1% | Added |
| Bokf, NA | 15,006 | $268.0K | 0.00% | +3,227+27.4% | Added |
| Prudential Financial Inc | 15,095 | $275.0K | 0.00% | −243−1.6% | Reduced |
| TD Ameritrade Investment Management, LLC | 15,516 | $277.0K | 0.00% | +15,317+7,697.0% | Added |
| Ballentine Partners, LLC | 15,860 | $283.0K | 0.01% | +73+0.5% | Added |
| Sage Rhino Capital LLC | 16,095 | $288.0K | 0.08% | +1,186+8.0% | Added |
| Bellecapital International Ltd. | 16,571 | $291.0K | 0.08% | +882+5.6% | Added |
| Clarius Group, LLC | 16,338 | $292.0K | 0.02% | +4,766+41.2% | Added |
| AE Wealth Management LLC | 16,378 | $293.0K | 0.00% | +1,583+10.7% | Added |
| Northwestern Mutual Wealth Management Co | 16,371 | $293.0K | 0.00% | +1,629+11.1% | Added |
| National Asset Management, Inc. | 16,854 | $302.0K | 0.01% | −1,555−8.4% | Reduced |
| Clearstead Advisors, LLC | 16,916 | $302.0K | 0.02% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 17,650 | $315.0K | 0.04% | 00.0% | Unchanged |
| Walleye Capital LLC | 17,800 | $318.0K | 0.01% | +17,800 | New |
| Comerica Securities,inc. | 17,935 | $320.0K | 0.02% | −63−0.4% | Reduced |
| Cedar Brook Financial Partners, LLC | 18,185 | $325.0K | 0.08% | +4,076+28.9% | Added |
| Metis Global Partners, LLC | 18,086 | $325.0K | 0.09% | +18,086 | New |
| Quadrant Capital Group LLC | 18,231 | $326.0K | 0.04% | +1,436+8.6% | Added |
| Oppenheimer & Co Inc | 19,358 | $346.0K | 0.01% | 00.0% | Unchanged |
| Magnetar Financial LLC | 19,410 | $347.0K | 0.00% | +19,410 | New |
| Gamco Investors, Inc. Et Al | 20,000 | $357.0K | 0.00% | +20,000 | New |
| Morningstar Investment Services LLC | 20,294 | $363.0K | 0.00% | +1,384+7.3% | Added |
| American Trust Investment Advisors, LLC | 20,600 | $368.0K | 0.18% | −4,110−16.6% | Reduced |
| Studio Investment Management LLC | 21,113 | $377.0K | 0.14% | +1,295+6.5% | Added |
| Aigen Investment Management, LP | 21,093 | $377.0K | 0.02% | +21,093 | New |
| Colony Group LLC | 21,415 | $383.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 23,314 | $417.0K | 0.00% | +396+1.7% | Added |
| Old National Bancorp | 23,781 | $425.0K | 0.02% | −265−1.1% | Reduced |
| Virtu Financial LLC | 23,946 | $428.0K | 0.04% | +9,908+70.6% | Added |
| Schonfeld Strategic Advisors LLC | 23,833 | $429.0K | 0.00% | −6,030−20.2% | Reduced |
| HAP Trading, LLC | 24,000 | $429.0K | 0.03% | +24,000 | New |
| West Family Investments, Inc. | 24,065 | $430.0K | 0.12% | −1,506−5.9% | Reduced |
| Cetera Investment Advisers | 24,306 | $434.0K | 0.01% | +3,280+15.6% | Added |
| Spire Wealth Management | 24,368 | $435.0K | 0.01% | +2,822+13.1% | Added |
| B. Riley Wealth Management, Inc. | 24,647 | $440.0K | 0.03% | +24,647 | New |
| Private Capital Group, LLC | 24,680 | $441.0K | 0.09% | +9,462+62.2% | Added |
| Fisher Asset Management, LLC | 24,861 | $444.0K | 0.00% | −1,509−5.7% | Reduced |
| Kestra Advisory Services, LLC | 25,241 | $451.0K | 0.00% | −9,928−28.2% | Reduced |
| Financial Counselors Inc | 25,234 | $451.0K | 0.01% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 25,302 | $452.0K | 0.03% | −232−0.9% | Reduced |
| Gradient Investments LLC | 25,474 | $455.0K | 0.01% | −4,433−14.8% | Reduced |
| Advisor Partners LLC | 25,830 | $462.0K | 0.03% | +698+2.8% | Added |
| National Bank of Canada | 26,094 | $472.0K | 0.00% | +26,094 | New |
| FDx Advisors, Inc. | 26,984 | $482.0K | 0.01% | −721−2.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 28,258 | $509.0K | 0.00% | +28,258 | New |
| Ossiam | 28,230 | $509.0K | 0.01% | +28,230 | New |
| Capricorn Fund Managers Ltd | 30,000 | $536.0K | 0.15% | +30,000 | New |
| Mariner, LLC | 31,055 | $555.0K | 0.00% | +12,475+67.1% | Added |
| Rehmann Capital Advisory Group | 33,911 | $606.0K | 0.06% | −538−1.6% | Reduced |
| Creative Planning | 34,839 | $623.0K | 0.00% | +6,384+22.4% | Added |
| Cubist Systematic Strategies, LLC | 34,928 | $624.0K | 0.01% | +3,507+11.2% | Added |
| Signaturefd, LLC | 35,068 | $627.0K | 0.02% | +5,746+19.6% | Added |
| Qtron Investments LLC | 35,646 | $642.0K | 0.15% | +81+0.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 36,098 | $649.0K | 0.00% | −15,893−30.6% | Reduced |
| Gabelli Funds LLC | 37,000 | $661.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 37,835 | $676.0K | 0.04% | +8,602+29.4% | Added |
| Raymond James Trust N.A. | 40,597 | $725.0K | 0.02% | +7,175+21.5% | Added |
| Fifth Third Bancorp | 42,672 | $763.0K | 0.00% | +1,675+4.1% | Added |
| Lingohr & Partner Asset Management GmbH | 44,430 | $798.0K | 2.00% | −591−1.3% | Reduced |
| SOL Capital Management CO | 44,680 | $798.0K | 0.14% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 44,933 | $804.0K | 0.00% | +3,142+7.5% | Added |
| Veriti Management LLC | 46,987 | $840.0K | 0.11% | −3,355−6.7% | Reduced |
| Investors Research Corp | 47,259 | $845.0K | 0.26% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 48,310 | $863.0K | 0.55% | +1,155+2.4% | Added |
| Greenleaf Trust | 48,731 | $871.0K | 0.01% | +1,209+2.5% | Added |
| Lake Street Advisors Group, LLC | 49,279 | $881.0K | 0.06% | +49,279 | New |
| Atlas Capital Advisors LLC | 49,407 | $882.9K | 0.13% | −1,989−3.9% | Reduced |
| First Republic Investment Management, Inc. | 50,536 | $903.0K | 0.00% | −34−0.1% | Reduced |
| Park Avenue Securities LLC | 50,963 | $911.0K | 0.02% | +867+1.7% | Added |
| CSS LLC | 51,356 | $918.0K | 0.04% | +51,356 | New |
| Forum Financial Management, LP | 53,533 | $957.0K | 0.05% | +53,533 | New |
| Advisors Asset Management, Inc. | 54,416 | $972.4K | 0.01% | +12,697+30.4% | Added |
| Yousif Capital Management, LLC | 54,576 | $975.0K | 0.01% | +54,576 | New |
| Vestmark Advisory Solutions, Inc. | 56,852 | $1.02M | 0.06% | +16,718+41.7% | Added |
| Voloridge Investment Management, LLC | 61,838 | $1.10M | 0.01% | +61,838 | New |
| Liberty One Investment Management, LLC | 62,457 | $1.12M | 0.17% | −7,396−10.6% | Reduced |
| swisspartners Ltd. | 62,573 | $1.14M | 0.81% | 00.0% | Unchanged |
| Truist Financial Corp | 64,592 | $1.16M | 0.00% | +9,852+18.0% | Added |
| US Bancorp | 65,609 | $1.17M | 0.00% | +9,466+16.9% | Added |
| KCS Wealth Advisory | 66,556 | $1.19M | 0.48% | +4,999+8.1% | Added |