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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 66,696 | $1.19M | 0.01% | −16,460−19.8% | Reduced |
| Janney Montgomery Scott LLC | 67,416 | $1.21M | 0.00% | −83−0.1% | Reduced |
| Pathstone Family Office, LLC | 68,541 | $1.23M | 0.03% | +561+0.8% | Added |
| Thomas White International Ltd | 69,087 | $1.24M | 0.20% | −36,022−34.3% | Reduced |
| Cigna Investments Inc | 68,732 | $1.24M | 0.10% | −2,987−4.2% | Reduced |
| The PNC Financial Services Group, Inc. | 69,539 | $1.24M | 0.00% | +9,887+16.6% | Added |
| Sawtooth Solutions, LLC | 71,190 | $1.27M | 0.14% | +40,219+129.9% | Added |
| MML Investors Services, LLC | 71,221 | $1.27M | 0.01% | −1,287−1.8% | Reduced |
| Comerica Bank | 70,686 | $1.32M | 0.01% | −4,104−5.5% | Reduced |
| Private Advisor Group, LLC | 74,489 | $1.33M | 0.01% | −62,955−45.8% | Reduced |
| Marietta Investment Partners LLC | 81,350 | $1.45M | 0.31% | +3,500+4.5% | Added |
| Greenwich Investment Management, Inc. | 82,360 | $1.47M | 1.00% | +82,360 | New |
| Krilogy Financial LLC | 83,821 | $1.50M | 0.15% | −515−0.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 85,632 | $1.53M | 0.03% | +12,628+17.3% | Added |
| Citadel Advisors LLC | 86,720 | $1.55M | 0.00% | +86,720 | New |
| Toroso Investments, LLC | 89,926 | $1.61M | 0.05% | +7,529+9.1% | Added |
| Schechter Investment Advisors, LLC | 91,070 | $1.63M | 0.15% | +91,070 | New |
| Eisler Capital (UK) Ltd. | 100,000 | $1.64M | 0.22% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 97,213 | $1.74M | 0.76% | −275−0.3% | Reduced |
| GQG Partners LLC | 101,608 | $1.83M | 0.00% | +8,145+8.7% | Added |
| Hantz Financial Services, Inc. | 111,068 | $1.99M | 0.06% | +5,338+5.0% | Added |
| Wetherby Asset Management Inc | 112,556 | $2.01M | 0.11% | +6,581+6.2% | Added |
| Banco Santander, S.A. | 125,681 | $2.06M | 0.01% | +73,287+139.9% | Added |
| Logan Capital Management Inc | 121,504 | $2.17M | 0.09% | +4,203+3.6% | Added |
| SEI Investments Co | 124,385 | $2.23M | 0.00% | +2,816+2.3% | Added |
| Assenagon Asset Management S.A. | 125,410 | $2.26M | 0.01% | −5,106−3.9% | Reduced |
| Susquehanna International Group, LLP | 130,073 | $2.32M | 0.00% | +4,079+3.2% | Added |
| Boston Partners | 132,544 | $2.37M | 0.00% | −8,872−6.3% | Reduced |
| Highland Capital Management, LLC | 134,564 | $2.40M | 0.14% | +1,650+1.2% | Added |
| Calamos Wealth Management LLC | 137,875 | $2.46M | 0.18% | +5,765+4.4% | Added |
| Rockefeller Capital Management L.P. | 144,326 | $2.58M | 0.01% | +121,016+519.2% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 133,726 | $2.62M | 0.42% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 156,629 | $2.80M | 0.02% | +156,629 | New |
| U S Global Investors Inc | 157,000 | $2.81M | 0.10% | +157,000 | New |
| RBF Capital, LLC | 160,000 | $2.86M | 0.18% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 163,900 | $2.93M | 0.05% | 00.0% | Unchanged |
| LPL Financial LLC | 165,526 | $2.96M | 0.00% | −4,461−2.6% | Reduced |
| Metropolitan Life Insurance Co | 168,044 | $3.03M | 0.04% | −7,475−4.3% | Reduced |
| Jupiter Asset Management Ltd | 168,985 | $3.04M | 0.03% | +110,086+186.9% | Added |
| Vident Investment Advisory, LLC | 170,848 | $3.08M | 0.08% | −9,254−5.1% | Reduced |
| Optiver Holding B.V. | 172,451 | $3.10M | 0.00% | +172,451 | New |
| Advisor Group Holdings, Inc. | 179,113 | $3.20M | 0.01% | +74,565+71.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 178,620 | $3.22M | 0.02% | −1,620−0.9% | Reduced |
| Brinker Capital Investments, LLC | 183,507 | $3.28M | 0.05% | −4,452−2.4% | Reduced |
| Eqis Capital Management, Inc. | 188,928 | $3.38M | 0.25% | +188,928 | New |
| Oppenheimer Asset Management Inc. | 189,562 | $3.39M | 0.04% | +1,327+0.7% | Added |
| Scotia Capital Inc. | 195,877 | $3.50M | 0.02% | +1,008+0.5% | Added |
| Ensign Peak Advisors, Inc | 194,394 | $3.50M | 0.01% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 209,895 | $3.75M | 0.00% | −9,466−4.3% | Reduced |
| Geode Capital Management, LLC | 216,831 | $3.87M | 0.00% | −3,308−1.5% | Reduced |
| Stifel Financial Corp | 235,481 | $4.21M | 0.01% | +62,571+36.2% | Added |
| Dorsey Wright & Associates | 235,566 | $4.21M | 0.87% | +235,566 | New |
| MetLife Investment Management | 235,479 | $4.23M | 0.03% | −9,335−3.8% | Reduced |
| American Century Companies Inc | 244,701 | $4.37M | 0.00% | +52,914+27.6% | Added |
| Crossmark Global Holdings, Inc. | 249,865 | $4.46M | 0.10% | +5,014+2.0% | Added |
| Fullerton Fund Management Co Ltd. | 262,596 | $4.73M | 0.24% | +187,559+250.0% | Added |
| Fosun International Ltd | 324,090 | $4.89M | 0.28% | −42,250−11.5% | Reduced |
| Susquehanna International Securities, Ltd. | 272,897 | $4.92M | 3.03% | +159,697+141.1% | Added |
| Acadian Asset Management LLC | 297,840 | $5.36M | 0.02% | −1,330,763−81.7% | Reduced |
| Virginia Retirement Systems Et Al | 307,296 | $5.54M | 0.05% | −25,220−7.6% | Reduced |
| Exane Derivatives | 313,254 | $5.64M | 1.37% | −1,333,733−81.0% | Reduced |
| Mercer Global Advisors Inc | 331,365 | $5.92M | 0.04% | +14,773+4.7% | Added |
| Contravisory Investment Management, Inc. | 333,101 | $5.95M | 1.61% | +5,315+1.6% | Added |
| Henry James International Management, Inc. | 341,171 | $6.10M | 1.88% | +670.0% | Added |
| Capital International Ltd | 350,026 | $6.31M | 0.32% | −114,048−24.6% | Reduced |
| Value Partners Investments Inc. | 372,717 | $6.64M | 0.54% | +5,213+1.4% | Added |
| Castleark Management LLC | 376,400 | $6.73M | 0.25% | +376,400 | New |
| First Trust Advisors LP | 395,490 | $7.12M | 0.01% | −148,479−27.3% | Reduced |
| CIBC World Markets Inc. | 402,946 | $7.20M | 0.02% | +34,059+9.2% | Added |
| Leuthold Group, LLC | 408,134 | $7.29M | 0.85% | −9,856−2.4% | Reduced |
| Carlson Capital L P | 447,843 | $8.00M | 0.46% | −289,700−39.3% | Reduced |
| Capital International Sarl | 522,282 | $9.41M | 0.45% | +93,391+21.8% | Added |
| Black Diamond Capital Management, L.L.C. | 537,089 | $9.60M | 5.09% | +537,089 | New |
| Renaissance Group LLC | 537,310 | $9.60M | 0.39% | −60,031−10.0% | Reduced |
| Millennium Management LLC | 571,951 | $10.2M | 0.01% | +362,737+173.4% | Added |
| Voya Investment Management LLC | 592,909 | $10.7M | 0.02% | −48,791−7.6% | Reduced |
| Nuveen Asset Management, LLC | 640,950 | $11.5M | 0.00% | −9,939−1.5% | Reduced |
| Eaton Vance Management | 663,948 | $11.9M | 0.01% | −13,296−2.0% | Reduced |
| Janney Capital Management LLC | 707,916 | $12.7M | 0.82% | −3,877−0.5% | Reduced |
| State of Wisconsin Investment Board | 711,185 | $12.8M | 0.02% | −318,924−31.0% | Reduced |
| LGT Group Foundation | 749,112 | $13.5M | 0.35% | +749,112 | New |
| Two Sigma Advisers, LP | 774,005 | $13.8M | 0.03% | +207,570+36.6% | Added |
| Jane Street Group, LLC | 819,117 | $14.7M | 0.03% | +146,123+21.7% | Added |
| Balyasny Asset Management LLC | 842,490 | $15.1M | 0.06% | +842,490 | New |
| TD Asset Management Inc | 840,062 | $15.1M | 0.01% | −57,045−6.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 849,899 | $15.3M | 0.03% | −119,310−12.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 860,835 | $15.5M | 0.34% | −54,793−6.0% | Reduced |
| Pictet North America Advisors SA | 866,398 | $15.6M | 1.54% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 984,547 | $16.9M | 0.09% | +188,487+23.7% | Added |
| Artemis Investment Management LLP | 1,114,997 | $20.1M | 0.15% | −22,574−2.0% | Reduced |
| Capital International Inc | 1,144,012 | $20.6M | 0.19% | −687,019−37.5% | Reduced |
| Calamos Advisors LLC | 1,156,652 | $20.7M | 0.08% | −18,075−1.5% | Reduced |
| Tocqueville Asset Management L.P. | 1,162,318 | $20.8M | 0.29% | −29,000−2.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 1,186,620 | $21.2M | 0.19% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 1,186,221 | $21.4M | 0.24% | −1,081,468−47.7% | Reduced |
| Susquehanna International Group Ltd. | 1,202,959 | $21.7M | 8.92% | +1,202,959 | New |
| Algebris (UK) Ltd | 1,215,777 | $21.9M | 10.94% | +1,215,777 | New |
| Royal London Asset Management Ltd | 1,463,657 | $26.2M | 0.10% | −115,366−7.3% | Reduced |
| Raymond James & Associates | 1,508,696 | $27.1M | 0.02% | −16,016−1.1% | Reduced |
| Envestnet Asset Management Inc | 1,533,672 | $27.4M | 0.01% | +318,647+26.2% | Added |