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 |
|---|---|---|---|---|---|
| Border to Coast Pensions Partnership Ltd | 1,532,890 | $27.6M | 0.93% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 1,600,955 | $28.6M | 0.27% | −85,825−5.1% | Reduced |
| Credit Agricole S A | 1,625,358 | $29.0M | 0.97% | +1,071,686+193.6% | Added |
| Captrust Financial Advisors | 1,638,347 | $29.3M | 0.20% | −11,538−0.7% | Reduced |
| Franklin Resources Inc | 1,719,606 | $30.8M | 0.01% | +82,666+5.1% | Added |
| Public Sector Pension Investment Board | 1,747,682 | $31.5M | 0.17% | +80,686+4.8% | Added |
| HSBC Holdings PLC | 1,772,916 | $31.9M | 0.03% | +1,067,073+151.2% | Added |
| State of Tennessee, Treasury Department | 1,811,587 | $32.6M | 0.12% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 1,606,204 | $33.1M | 0.02% | −44,890−2.7% | Reduced |
| Banque Pictet & Cie SA | 1,992,316 | $35.9M | 0.27% | +173,940+9.6% | Added |
| USS Investment Management Ltd | 2,055,150 | $36.9M | 0.29% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 2,114,315 | $37.8M | 0.01% | −36,528−1.7% | Reduced |
| Todd Asset Management LLC | 2,185,721 | $39.1M | 0.84% | +13,639+0.6% | Added |
| Northern Trust Corp | 2,274,034 | $40.6M | 0.01% | +21,088+0.9% | Added |
| Brandes Investment Partners, LP | 2,298,070 | $41.1M | 0.90% | −77,037−3.2% | Reduced |
| BlackRock Inc. | 2,322,828 | $41.5M | 0.00% | +85,188+3.8% | Added |
| Bank of Montreal | 2,386,645 | $43.2M | 0.02% | −6,101,953−71.9% | Reduced |
| Capital Group Private Client Services, Inc. | 2,659,583 | $47.8M | 0.51% | −34,811−1.3% | Reduced |
| Aviva PLC | 2,823,761 | $50.9M | 0.21% | +110,244+4.1% | Added |
| Compagnie Lombard Odier SCmA | 2,996,642 | $54.0M | 1.07% | −132,036−4.2% | Reduced |
| Natixis Advisors, L.P. | 3,023,224 | $54.0M | 0.21% | +202,695+7.2% | Added |
| Clark Capital Management Group, Inc. | 3,142,212 | $56.2M | 0.69% | +134,348+4.5% | Added |
| Morgan Stanley | 3,191,618 | $57.0M | 0.01% | +156,288+5.1% | Added |
| Great West Life Assurance Co | 3,203,925 | $57.6M | 0.12% | +92,558+3.0% | Added |
| Citigroup Inc | 3,357,935 | $60.3M | 0.05% | +185,646+5.9% | Added |
| Canada Pension Plan Investment Board | 3,349,953 | $60.4M | 0.06% | −2,400−0.1% | Reduced |
| Wells Fargo & Company | 3,433,151 | $61.4M | 0.02% | −966,396−22.0% | Reduced |
| Janus Henderson Group PLC | 3,477,722 | $62.7M | 0.03% | +73,803+2.2% | Added |
| Dimensional Fund Advisors LP | 3,894,865 | $69.6M | 0.02% | +104,608+2.8% | Added |
| Korea Investment CORP | 4,060,331 | $73.2M | 0.19% | +775,348+23.6% | Added |
| Mackenzie Financial Corp | 4,161,488 | $74.4M | 0.10% | −383,080−8.4% | Reduced |
| Exane Asset Management | 4,386,361 | $78.9M | 20.59% | +289,721+7.1% | Added |
| FIL Ltd | 4,645,226 | $83.4M | 0.09% | +3,742,336+414.5% | Added |
| Marshall Wace, LLP | 4,696,646 | $84.6M | 0.17% | +4,107,776+697.6% | Added |
| Parametric Portfolio Associates LLC | 4,885,611 | $87.3M | 0.04% | +347,821+7.7% | Added |
| Schroder Investment Management Group | 5,412,378 | $88.9M | 0.12% | +1,906,936+54.4% | Added |
| Neuberger Berman Group LLC | 5,653,623 | $100.7M | 0.08% | −80,828−1.4% | Reduced |
| ARGA Investment Management, LP | 5,986,054 | $107.8M | 6.87% | −3,105−0.1% | Reduced |
| Pzena Investment Management LLC | 6,606,486 | $118.1M | 0.45% | −17,893−0.3% | Reduced |
| Banque Cantonale Vaudoise | 6,627,231 | $119.4M | 4.66% | −365,321−5.2% | Reduced |
| Invesco Ltd. | 6,980,892 | $124.7M | 0.03% | +1,524,127+27.9% | Added |
| Bank of New York Mellon Corp | 7,119,814 | $127.2M | 0.02% | −404,753−5.4% | Reduced |
| Bank of America Corp | 8,028,561 | $143.5M | 0.02% | −3,545,681−30.6% | Reduced |
| Russell Investments Group, Ltd. | 7,984,554 | $143.9M | 0.23% | −814,152−9.3% | Reduced |
| Thornburg Investment Management Inc | 8,101,646 | $145.8M | 1.71% | +8,045,106+14,229.1% | Added |
| Royal Bank of Canada | 8,435,113 | $150.7M | 0.04% | −2,004,207−19.2% | Reduced |
| AXA S.A. | 8,902,394 | $159.1M | 0.41% | +1,329,319+17.6% | Added |
| Ameriprise Financial Inc | 8,855,661 | $159.9M | 0.04% | −324,210−3.5% | Reduced |
| DekaBank Deutsche Girozentrale | 11,197,208 | $200.8M | 0.49% | +240,538+2.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 18,052,376 | $324.5M | 0.47% | +3,856,406+27.2% | Added |
| Allianz Asset Management GmbH | 21,004,112 | $378.5M | 0.28% | +654,401+3.2% | Added |
| Deutsche Bank AG | 21,463,004 | $383.5M | 0.17% | +2,785,090+14.9% | Added |
| JPMorgan Chase & Co | 21,641,368 | $386.7M | 0.05% | −6,179,369−22.2% | Reduced |
| FMR LLC | 22,019,362 | $393.8M | 0.03% | +106,726+0.5% | Added |
| Amundi | 21,875,236 | $428.1M | 0.27% | +5,714,232+35.4% | Added |
| Vontobel Holding Ltd. | 24,447,379 | $440.3M | 3.66% | −629,531−2.5% | Reduced |
| Barclays PLC | 27,173,428 | $485.6M | 0.30% | +27,173,428 | New |
| Pictet Asset Management SA | 28,935,514 | $521.5M | 0.52% | +167,073+0.6% | Added |
| Capital International Investors | 30,810,245 | $555.1M | 0.12% | −15,307,431−33.2% | Reduced |
| Goldman Sachs Group Inc | 36,445,157 | $651.3M | 0.16% | +8,075,806+28.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,224,430 | $767.1M | 3.71% | +548,440+1.3% | Added |
| Wellington Management Group LLP | 42,733,636 | $770.1M | 0.12% | −2,075,919−4.6% | Reduced |
| Dodge & Cox | 104,116,642 | $1.87B | 1.16% | +3,922,400+3.9% | Added |
| Credit Suisse AG | 105,086,996 | $1.88B | 1.51% | +3,856,855+3.8% | Added |
| Vanguard Group Inc | 109,504,025 | $1.96B | 0.04% | +2,085,577+1.9% | Added |
| Massachusetts Financial Services Co | 137,022,580 | $2.45B | 0.67% | +5,765,285+4.4% | Added |
| UBS Group AG | 153,942,977 | $2.75B | 1.08% | +12,639,404+8.9% | Added |
| Norges Bank | 164,210,045 | $2.96B | 0.61% | −752,433−0.5% | Reduced |
| M&G Investment Management Ltd | 5,160,897 | – | – | −59,709−1.1% | Reduced |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −1,378,900−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −341,288−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −304,349−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −243,160−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −208,078−100.0% | Sold out |
| Amia Capital LLP | 0 | $0 | 0.00% | −185,000−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −130,000−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −125,100−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −41,934−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −36,923−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −31,264−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −31,219−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −30,193−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −30,264−100.0% | Sold out |
| Winning Points Advisors, LLC | 0 | $0 | 0.00% | −27,202−100.0% | Sold out |
| American National Insurance Co | 0 | $0 | 0.00% | −27,120−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −24,110−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −23,979−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −17,172−100.0% | Sold out |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −14,971−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −14,910−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −11,821−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −11,363−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,529−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −10,403−100.0% | Sold out |
| PDS Planning, Inc | 0 | $0 | 0.00% | −10,339−100.0% | Sold out |
| Harbor Advisors LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Vigilant Capital Management, LLC | 0 | $0 | 0.00% | −996−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −955−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −943−100.0% | Sold out |