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 |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 2,065 | $37.0K | 0.01% | −503−19.6% | Reduced |
| Accel Wealth Management | 2,068 | $37.0K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,988 | $36.0K | 0.01% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 1,817 | $32.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,753 | $31.0K | 0.00% | +1,753 | New |
| Aquatic Capital Management LLC | 1,700 | $30.0K | 0.06% | +1,700 | New |
| BNP Paribas Arbitrage, SA | 1,598 | $28.6K | 0.00% | +70+4.6% | Added |
| Ten Capital Wealth Advisors, LLC | 1,491 | $27.0K | 0.01% | 00.0% | Unchanged |
| West Bancorporation Inc | 1,456 | $26.0K | 0.02% | +1,456 | New |
| Meeder Asset Management Inc | 1,373 | $25.0K | 0.00% | −500−26.7% | Reduced |
| Farmers & Merchants Investments Inc | 1,401 | $25.0K | 0.00% | +289+26.0% | Added |
| Zions Bancorporation, N.A. | 1,285 | $23.0K | 0.00% | −12−0.9% | Reduced |
| NEXT Financial Group, Inc | 1,296 | $23.0K | 0.00% | +427+49.1% | Added |
| TD Waterhouse Canada Inc. | 1,099 | $20.5K | 0.00% | +1,099 | New |
| Tower Research Capital LLC (TRC) | 1,049 | $19.0K | 0.00% | −9,212−89.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,078 | $19.0K | 0.01% | +1,078 | New |
| Community Bank, N.A. | 1,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 885 | $16.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 841 | $15.0K | 0.00% | −142−14.4% | Reduced |
| EverSource Wealth Advisors, LLC | 780 | $14.0K | 0.00% | +780 | New |
| Federation des caisses Desjardins du Quebec | 690 | $12.3K | 0.00% | −2,973−81.2% | Reduced |
| Earnest Partners LLC | 674 | $12.0K | 0.00% | +104+18.2% | Added |
| Smithfield Trust Co | 644 | $11.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 587 | $10.0K | 0.00% | −101−14.7% | Reduced |
| HM Payson & Co | 505 | $9.00K | 0.00% | −224−30.7% | Reduced |
| Sound Income Strategies, LLC | 434 | $8.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 456 | $8.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 470 | $8.00K | 0.00% | +86+22.4% | Added |
| Evoke Wealth, LLC | 424 | $8.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 410 | $7.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 417 | $7.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 353 | $6.31K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 331 | $6.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 309 | $6.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 310 | $6.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 289 | $5.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 306 | $5.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 287 | $5.00K | 0.00% | +287 | New |
| Snowden Capital Advisors LLC | 331 | $5.00K | 0.00% | +331 | New |
| MUFG Americas Holdings Corp | 237 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 250 | $4.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 232 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 179 | $3.20K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 149 | $3.00K | 0.00% | −357−70.6% | Reduced |
| Central Trust Co | 161 | $3.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 180 | $3.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 167 | $3.00K | 0.00% | +1+0.6% | Added |
| Proequities, Inc. | 155 | $3.00K | 0.00% | +59+61.5% | Added |
| Bell Investment Advisors, Inc | 147 | $3.00K | 0.00% | +29+24.6% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 164 | $3.00K | 0.00% | +164 | New |
| McDonald Partners LLC | 115 | $2.06K | 0.00% | +115 | New |
| Absolute Capital Management, LLC | 115 | $2.06K | 0.00% | +115 | New |
| Ellevest, Inc. | 103 | $2.00K | 0.00% | −799−88.6% | Reduced |
| Antonetti Capital Management LLC | 123 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 151 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 103 | $2.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 85 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 119 | $2.00K | 0.00% | +119 | New |
| McCarthy Grittinger Financial Group, LLC | 94 | $1.68K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 62 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 62 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 60 | $1.00K | 0.00% | +60 | New |
| Carroll Financial Associates, Inc. | 35 | $0 | 0.00% | +17+94.4% | Added |
| Forsta Ap-Fonden | 706,918 | $0 | 0.00% | −62,579−8.1% | Reduced |
| O'Dell Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 18 | $0 | 0.00% | +18 | New |
| Concord Wealth Partners | 24 | $0 | 0.00% | +24 | New |
| 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 |