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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 395,490 | $7.12M | 0.01% | −148,479−27.3% | Reduced |
| Castleark Management LLC | 376,400 | $6.73M | 0.25% | +376,400 | New |
| Value Partners Investments Inc. | 372,717 | $6.64M | 0.54% | +5,213+1.4% | Added |
| Capital International Ltd | 350,026 | $6.31M | 0.32% | −114,048−24.6% | Reduced |
| Henry James International Management, Inc. | 341,171 | $6.10M | 1.88% | +670.0% | Added |
| Contravisory Investment Management, Inc. | 333,101 | $5.95M | 1.61% | +5,315+1.6% | Added |
| Mercer Global Advisors Inc | 331,365 | $5.92M | 0.04% | +14,773+4.7% | Added |
| Exane Derivatives | 313,254 | $5.64M | 1.37% | −1,333,733−81.0% | Reduced |
| Virginia Retirement Systems Et Al | 307,296 | $5.54M | 0.05% | −25,220−7.6% | Reduced |
| Acadian Asset Management LLC | 297,840 | $5.36M | 0.02% | −1,330,763−81.7% | Reduced |
| Susquehanna International Securities, Ltd. | 272,897 | $4.92M | 3.03% | +159,697+141.1% | Added |
| Fosun International Ltd | 324,090 | $4.89M | 0.28% | −42,250−11.5% | Reduced |
| Fullerton Fund Management Co Ltd. | 262,596 | $4.73M | 0.24% | +187,559+250.0% | Added |
| Crossmark Global Holdings, Inc. | 249,865 | $4.46M | 0.10% | +5,014+2.0% | Added |
| American Century Companies Inc | 244,701 | $4.37M | 0.00% | +52,914+27.6% | Added |
| MetLife Investment Management | 235,479 | $4.23M | 0.03% | −9,335−3.8% | Reduced |
| Dorsey Wright & Associates | 235,566 | $4.21M | 0.87% | +235,566 | New |
| Stifel Financial Corp | 235,481 | $4.21M | 0.01% | +62,571+36.2% | Added |
| Geode Capital Management, LLC | 216,831 | $3.87M | 0.00% | −3,308−1.5% | Reduced |
| Clearbridge Investments, LLC | 209,895 | $3.75M | 0.00% | −9,466−4.3% | Reduced |
| Ensign Peak Advisors, Inc | 194,394 | $3.50M | 0.01% | 00.0% | Unchanged |
| Scotia Capital Inc. | 195,877 | $3.50M | 0.02% | +1,008+0.5% | Added |
| Oppenheimer Asset Management Inc. | 189,562 | $3.39M | 0.04% | +1,327+0.7% | Added |
| Eqis Capital Management, Inc. | 188,928 | $3.38M | 0.25% | +188,928 | New |
| Brinker Capital Investments, LLC | 183,507 | $3.28M | 0.05% | −4,452−2.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 178,620 | $3.22M | 0.02% | −1,620−0.9% | Reduced |
| Advisor Group Holdings, Inc. | 179,113 | $3.20M | 0.01% | +74,565+71.3% | Added |
| Optiver Holding B.V. | 172,451 | $3.10M | 0.00% | +172,451 | New |
| Vident Investment Advisory, LLC | 170,848 | $3.08M | 0.08% | −9,254−5.1% | Reduced |
| Jupiter Asset Management Ltd | 168,985 | $3.04M | 0.03% | +110,086+186.9% | Added |
| Metropolitan Life Insurance Co | 168,044 | $3.03M | 0.04% | −7,475−4.3% | Reduced |
| LPL Financial LLC | 165,526 | $2.96M | 0.00% | −4,461−2.6% | Reduced |
| Bridgeway Capital Management, LLC | 163,900 | $2.93M | 0.05% | 00.0% | Unchanged |
| RBF Capital, LLC | 160,000 | $2.86M | 0.18% | 00.0% | Unchanged |
| U S Global Investors Inc | 157,000 | $2.81M | 0.10% | +157,000 | New |
| Qube Research & Technologies Ltd | 156,629 | $2.80M | 0.02% | +156,629 | New |
| Sabadell Asset Management, S.A S.G.I.I.C | 133,726 | $2.62M | 0.42% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 144,326 | $2.58M | 0.01% | +121,016+519.2% | Added |
| Calamos Wealth Management LLC | 137,875 | $2.46M | 0.18% | +5,765+4.4% | Added |
| Highland Capital Management, LLC | 134,564 | $2.40M | 0.14% | +1,650+1.2% | Added |
| Boston Partners | 132,544 | $2.37M | 0.00% | −8,872−6.3% | Reduced |
| Susquehanna International Group, LLP | 130,073 | $2.32M | 0.00% | +4,079+3.2% | Added |
| Assenagon Asset Management S.A. | 125,410 | $2.26M | 0.01% | −5,106−3.9% | Reduced |
| SEI Investments Co | 124,385 | $2.23M | 0.00% | +2,816+2.3% | Added |
| Logan Capital Management Inc | 121,504 | $2.17M | 0.09% | +4,203+3.6% | Added |
| Banco Santander, S.A. | 125,681 | $2.06M | 0.01% | +73,287+139.9% | Added |
| Wetherby Asset Management Inc | 112,556 | $2.01M | 0.11% | +6,581+6.2% | Added |
| Hantz Financial Services, Inc. | 111,068 | $1.99M | 0.06% | +5,338+5.0% | Added |
| GQG Partners LLC | 101,608 | $1.83M | 0.00% | +8,145+8.7% | Added |
| Wealth Alliance Advisory Group, LLC | 97,213 | $1.74M | 0.76% | −275−0.3% | Reduced |
| Eisler Capital (UK) Ltd. | 100,000 | $1.64M | 0.22% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 91,070 | $1.63M | 0.15% | +91,070 | New |
| Toroso Investments, LLC | 89,926 | $1.61M | 0.05% | +7,529+9.1% | Added |
| Citadel Advisors LLC | 86,720 | $1.55M | 0.00% | +86,720 | New |
| O'Shaughnessy Asset Management, LLC | 85,632 | $1.53M | 0.03% | +12,628+17.3% | Added |
| Krilogy Financial LLC | 83,821 | $1.50M | 0.15% | −515−0.6% | Reduced |
| Greenwich Investment Management, Inc. | 82,360 | $1.47M | 1.00% | +82,360 | New |
| Marietta Investment Partners LLC | 81,350 | $1.45M | 0.31% | +3,500+4.5% | Added |
| Private Advisor Group, LLC | 74,489 | $1.33M | 0.01% | −62,955−45.8% | Reduced |
| Comerica Bank | 70,686 | $1.32M | 0.01% | −4,104−5.5% | Reduced |
| MML Investors Services, LLC | 71,221 | $1.27M | 0.01% | −1,287−1.8% | Reduced |
| Sawtooth Solutions, LLC | 71,190 | $1.27M | 0.14% | +40,219+129.9% | Added |
| The PNC Financial Services Group, Inc. | 69,539 | $1.24M | 0.00% | +9,887+16.6% | Added |
| Cigna Investments Inc | 68,732 | $1.24M | 0.10% | −2,987−4.2% | Reduced |
| Thomas White International Ltd | 69,087 | $1.24M | 0.20% | −36,022−34.3% | Reduced |
| Pathstone Family Office, LLC | 68,541 | $1.23M | 0.03% | +561+0.8% | Added |
| Janney Montgomery Scott LLC | 67,416 | $1.21M | 0.00% | −83−0.1% | Reduced |
| Guggenheim Capital LLC | 66,696 | $1.19M | 0.01% | −16,460−19.8% | Reduced |
| KCS Wealth Advisory | 66,556 | $1.19M | 0.48% | +4,999+8.1% | Added |
| US Bancorp | 65,609 | $1.17M | 0.00% | +9,466+16.9% | Added |
| Truist Financial Corp | 64,592 | $1.16M | 0.00% | +9,852+18.0% | Added |
| swisspartners Ltd. | 62,573 | $1.14M | 0.81% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 62,457 | $1.12M | 0.17% | −7,396−10.6% | Reduced |
| Voloridge Investment Management, LLC | 61,838 | $1.10M | 0.01% | +61,838 | New |
| Vestmark Advisory Solutions, Inc. | 56,852 | $1.02M | 0.06% | +16,718+41.7% | Added |
| Yousif Capital Management, LLC | 54,576 | $975.0K | 0.01% | +54,576 | New |
| Advisors Asset Management, Inc. | 54,416 | $972.4K | 0.01% | +12,697+30.4% | Added |
| Forum Financial Management, LP | 53,533 | $957.0K | 0.05% | +53,533 | New |
| CSS LLC | 51,356 | $918.0K | 0.04% | +51,356 | New |
| Park Avenue Securities LLC | 50,963 | $911.0K | 0.02% | +867+1.7% | Added |
| First Republic Investment Management, Inc. | 50,536 | $903.0K | 0.00% | −34−0.1% | Reduced |
| Atlas Capital Advisors LLC | 49,407 | $882.9K | 0.13% | −1,989−3.9% | Reduced |
| Lake Street Advisors Group, LLC | 49,279 | $881.0K | 0.06% | +49,279 | New |
| Greenleaf Trust | 48,731 | $871.0K | 0.01% | +1,209+2.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 48,310 | $863.0K | 0.55% | +1,155+2.4% | Added |
| Investors Research Corp | 47,259 | $845.0K | 0.26% | 00.0% | Unchanged |
| Veriti Management LLC | 46,987 | $840.0K | 0.11% | −3,355−6.7% | Reduced |
| HighTower Advisors, LLC | 44,933 | $804.0K | 0.00% | +3,142+7.5% | 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 |
| Fifth Third Bancorp | 42,672 | $763.0K | 0.00% | +1,675+4.1% | Added |
| Raymond James Trust N.A. | 40,597 | $725.0K | 0.02% | +7,175+21.5% | Added |
| JustInvest LLC | 37,835 | $676.0K | 0.04% | +8,602+29.4% | Added |
| Gabelli Funds LLC | 37,000 | $661.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 36,098 | $649.0K | 0.00% | −15,893−30.6% | Reduced |
| Qtron Investments LLC | 35,646 | $642.0K | 0.15% | +81+0.2% | Added |
| Signaturefd, LLC | 35,068 | $627.0K | 0.02% | +5,746+19.6% | Added |
| Cubist Systematic Strategies, LLC | 34,928 | $624.0K | 0.01% | +3,507+11.2% | Added |
| Creative Planning | 34,839 | $623.0K | 0.00% | +6,384+22.4% | Added |
| Rehmann Capital Advisory Group | 33,911 | $606.0K | 0.06% | −538−1.6% | Reduced |